FTRNX vs. TRBCX

In the year-to-date period, FTRNX achieves a 41.74% return, which is significantly higher than TRBCX's 34.26% return. Over the past 10 years, FTRNX has underperformed TRBCX with an annualized return of 8.81%, while TRBCX has yielded a comparatively higher 14.67% annualized return.

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FTRNX has a 0.73% expense ratio, which is higher than TRBCX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Trend Fund (FTRNX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). 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.

The current FTRNX Sharpe Ratio is 1.98, which is comparable to the TRBCX Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of FTRNX and TRBCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTRNX's dividend yield for the trailing twelve months is around 0.03%, less than TRBCX's 2.60% yield.

The maximum FTRNX drawdown since its inception was -55.96%, roughly equal to the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for FTRNX and TRBCX. For additional features, visit the drawdowns tool.

Fidelity Trend Fund (FTRNX) has a higher volatility of 6.61% compared to T. Rowe Price Blue Chip Growth Fund (TRBCX) at 5.10%. This indicates that FTRNX's price experiences larger fluctuations and is considered to be riskier than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.