FXAIX vs. FBGRX
Compare and contrast key facts about Fidelity 500 Index Fund (FXAIX) and Fidelity Blue Chip Growth Fund (FBGRX).
FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
FXAIX vs. FBGRX - Performance Comparison
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FXAIX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
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, FXAIX achieves a -4.34% return, which is significantly higher than FBGRX's -7.12% return. Over the past 10 years, FXAIX has underperformed FBGRX with an annualized return of 14.08%, while FBGRX has yielded a comparatively higher 19.08% annualized return.
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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%
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FXAIX vs. FBGRX - Expense Ratio Comparison
FXAIX has a 0.02% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
FXAIX vs. FBGRX — Risk / Return Rank
FXAIX
FBGRX
FXAIX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) 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.
| FXAIX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.13 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.73 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.00 | -0.48 |
Martin ratioReturn relative to average drawdown | 7.30 | 7.92 | -0.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FXAIX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.13 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.47 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.81 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.65 | +0.11 |
Correlation
The correlation between FXAIX 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.
Dividends
FXAIX vs. FBGRX - Dividend Comparison
FXAIX's dividend yield for the trailing twelve months is around 1.16%, less than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
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
FXAIX vs. FBGRX - Drawdown Comparison
The maximum FXAIX drawdown since its inception was -33.79%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FXAIX and FBGRX.
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Drawdown Indicators
| FXAIX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.79% | -58.64% | +24.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -13.89% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.50% | -43.08% | +18.58% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -43.08% | +9.29% |
Current DrawdownCurrent decline from peak | -6.23% | -8.68% | +2.45% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -12.58% | +8.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.51% | -0.98% |
Volatility
FXAIX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity 500 Index Fund (FXAIX) is 5.34%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 7.83%. This indicates that FXAIX 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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Volatility by Period
| FXAIX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 7.83% | -2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 14.08% | -4.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 24.98% | -6.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 24.93% | -8.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.05% | 23.63% | -5.58% |