FTRNX vs. TRBCX
Compare and contrast key facts about Fidelity Trend Fund (FTRNX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
FTRNX is managed by Fidelity. It was launched on Jun 16, 1958. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRNX or TRBCX.
Correlation
The correlation between FTRNX and TRBCX is 0.94, 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.
Performance
FTRNX vs. TRBCX - Performance Comparison
Key characteristics
FTRNX:
-0.55
TRBCX:
0.21
FTRNX:
-0.56
TRBCX:
0.40
FTRNX:
0.92
TRBCX:
1.05
FTRNX:
-0.46
TRBCX:
0.25
FTRNX:
-1.30
TRBCX:
0.85
FTRNX:
12.02%
TRBCX:
5.05%
FTRNX:
28.37%
TRBCX:
20.61%
FTRNX:
-55.96%
TRBCX:
-54.56%
FTRNX:
-34.20%
TRBCX:
-17.11%
Returns By Period
In the year-to-date period, FTRNX achieves a -20.14% return, which is significantly lower than TRBCX's -12.91% return. Over the past 10 years, FTRNX has underperformed TRBCX with an annualized return of 5.44%, while TRBCX has yielded a comparatively higher 12.68% annualized return.
FTRNX
-20.14%
-10.70%
-23.75%
-16.19%
10.19%
5.44%
TRBCX
-12.91%
-9.23%
-6.79%
3.95%
15.88%
12.68%
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FTRNX vs. TRBCX - Expense Ratio Comparison
FTRNX has a 0.73% expense ratio, which is higher than TRBCX's 0.69% expense ratio.
Risk-Adjusted Performance
FTRNX vs. TRBCX — Risk-Adjusted Performance Rank
FTRNX
TRBCX
FTRNX vs. TRBCX - Risk-Adjusted Performance Comparison
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.
Dividends
FTRNX vs. TRBCX - Dividend Comparison
FTRNX's dividend yield for the trailing twelve months is around 0.84%, less than TRBCX's 10.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRNX Fidelity Trend Fund | 0.84% | 0.46% | 0.05% | 0.01% | 0.00% | 0.04% | 0.23% | 0.26% | 0.35% | 0.46% | 2.49% | 3.12% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 10.42% | 9.08% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
Drawdowns
FTRNX vs. TRBCX - Drawdown Comparison
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.
Volatility
FTRNX vs. TRBCX - Volatility Comparison
Fidelity Trend Fund (FTRNX) has a higher volatility of 12.87% compared to T. Rowe Price Blue Chip Growth Fund (TRBCX) at 10.02%. 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.