FTF vs. FBGRX
Compare and contrast key facts about Franklin Limited Duration Income Trust (FTF) and Fidelity Blue Chip Growth Fund (FBGRX).
FTF is an actively managed fund by Fidelity. It was launched on Aug 27, 2003. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
FTF vs. FBGRX - Performance Comparison
Loading graphics...
FTF vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTF Franklin Limited Duration Income Trust | -2.29% | 4.16% | 19.50% | 12.22% | -23.49% | 6.72% | 9.01% | 18.45% | -15.28% | 9.44% |
FBGRX Fidelity Blue Chip Growth Fund | -7.12% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Returns By Period
In the year-to-date period, FTF achieves a -2.29% return, which is significantly higher than FBGRX's -7.12% return. Over the past 10 years, FTF has underperformed FBGRX with an annualized return of 4.11%, while FBGRX has yielded a comparatively higher 19.08% annualized return.
FTF
- 1D
- 1.75%
- 1M
- -3.74%
- YTD
- -2.29%
- 6M
- -2.78%
- 1Y
- 1.58%
- 3Y*
- 10.07%
- 5Y*
- 2.16%
- 10Y*
- 4.11%
FBGRX
- 1D
- 4.54%
- 1M
- -5.07%
- YTD
- -7.12%
- 6M
- -4.04%
- 1Y
- 26.78%
- 3Y*
- 26.54%
- 5Y*
- 11.74%
- 10Y*
- 19.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FTF vs. FBGRX - Expense Ratio Comparison
FTF has a 3.92% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Return for Risk
FTF vs. FBGRX — Risk / Return Rank
FTF
FBGRX
FTF vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Limited Duration Income Trust (FTF) and Fidelity Blue Chip Growth Fund (FBGRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FTF | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.13 | -0.98 |
Sortino ratioReturn per unit of downside risk | 0.26 | 1.73 | -1.47 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.25 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 2.00 | -1.82 |
Martin ratioReturn relative to average drawdown | 0.70 | 7.92 | -7.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FTF | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.13 | -0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.47 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.81 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.65 | -0.35 |
Correlation
The correlation between FTF and FBGRX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FTF vs. FBGRX - Dividend Comparison
FTF's dividend yield for the trailing twelve months is around 12.66%, more than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTF Franklin Limited Duration Income Trust | 12.66% | 12.00% | 11.13% | 11.41% | 12.62% | 10.26% | 9.50% | 10.73% | 12.37% | 10.86% | 6.56% | 6.94% |
FBGRX Fidelity Blue Chip Growth Fund | 2.05% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
Drawdowns
FTF vs. FBGRX - Drawdown Comparison
The maximum FTF drawdown since its inception was -51.15%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FTF and FBGRX.
Loading graphics...
Drawdown Indicators
| FTF | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.15% | -58.64% | +7.49% |
Max Drawdown (1Y)Largest decline over 1 year | -9.43% | -13.89% | +4.46% |
Max Drawdown (5Y)Largest decline over 5 years | -28.55% | -43.08% | +14.53% |
Max Drawdown (10Y)Largest decline over 10 years | -36.64% | -43.08% | +6.44% |
Current DrawdownCurrent decline from peak | -4.41% | -8.68% | +4.27% |
Average DrawdownAverage peak-to-trough decline | -8.08% | -12.58% | +4.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.51% | -1.02% |
Volatility
FTF vs. FBGRX - Volatility Comparison
The current volatility for Franklin Limited Duration Income Trust (FTF) is 3.69%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 7.83%. This indicates that FTF experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FTF | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 7.83% | -4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 5.51% | 14.08% | -8.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.29% | 24.98% | -14.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.01% | 24.93% | -13.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.87% | 23.63% | -9.76% |