Correlation
The correlation between FTGRX and FBGRX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
FTGRX vs. FBGRX
Compare and contrast key facts about Fidelity Advisor Mega Cap Stock Fund Class M (FTGRX) and Fidelity Blue Chip Growth Fund (FBGRX).
FTGRX is managed by Fidelity. It was launched on Feb 5, 2008. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTGRX or FBGRX.
Performance
FTGRX vs. FBGRX - Performance Comparison
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Key characteristics
FTGRX:
0.84
FBGRX:
0.42
FTGRX:
1.13
FBGRX:
0.68
FTGRX:
1.17
FBGRX:
1.09
FTGRX:
0.78
FBGRX:
0.37
FTGRX:
3.05
FBGRX:
1.13
FTGRX:
4.72%
FBGRX:
8.83%
FTGRX:
19.58%
FBGRX:
28.42%
FTGRX:
-53.02%
FBGRX:
-58.02%
FTGRX:
-1.04%
FBGRX:
-8.03%
Returns By Period
In the year-to-date period, FTGRX achieves a 5.15% return, which is significantly higher than FBGRX's -3.61% return. Over the past 10 years, FTGRX has underperformed FBGRX with an annualized return of 12.47%, while FBGRX has yielded a comparatively higher 16.86% annualized return.
FTGRX
5.15%
8.38%
2.46%
16.24%
16.91%
19.50%
12.47%
FBGRX
-3.61%
10.21%
-2.33%
11.83%
21.83%
18.42%
16.86%
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FTGRX vs. FBGRX - Expense Ratio Comparison
FTGRX has a 1.15% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FTGRX vs. FBGRX — Risk-Adjusted Performance Rank
FTGRX
FBGRX
FTGRX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class M (FTGRX) 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.
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Dividends
FTGRX vs. FBGRX - Dividend Comparison
FTGRX's dividend yield for the trailing twelve months is around 2.10%, less than FBGRX's 6.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTGRX Fidelity Advisor Mega Cap Stock Fund Class M | 2.10% | 2.20% | 1.60% | 3.88% | 4.35% | 8.49% | 12.62% | 21.28% | 15.95% | 1.52% | 3.66% | 3.68% |
FBGRX Fidelity Blue Chip Growth Fund | 6.17% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.30% | 5.96% |
Drawdowns
FTGRX vs. FBGRX - Drawdown Comparison
The maximum FTGRX drawdown since its inception was -53.02%, smaller than the maximum FBGRX drawdown of -58.02%. Use the drawdown chart below to compare losses from any high point for FTGRX and FBGRX.
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Volatility
FTGRX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Advisor Mega Cap Stock Fund Class M (FTGRX) is 4.17%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.52%. This indicates that FTGRX 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.
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