FXAIX vs. FBGRX

In the year-to-date period, FXAIX achieves a 1.34% return, which is significantly higher than FBGRX's -3.26% return. Over the past 10 years, FXAIX has underperformed FBGRX with an annualized return of 12.67%, while FBGRX has yielded a comparatively higher 16.89% annualized return.

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FXAIX has a 0.02% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

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.

The current FXAIX Sharpe Ratio is 0.72, which is higher than the FBGRX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of FXAIX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FXAIX's dividend yield for the trailing twelve months is around 1.55%, less than FBGRX's 6.15% yield.

The maximum FXAIX drawdown since its inception was -33.79%, smaller than the maximum FBGRX drawdown of -58.02%. Use the drawdown chart below to compare losses from any high point for FXAIX and FBGRX.

The current volatility for Fidelity 500 Index Fund (FXAIX) is 4.77%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.52%. 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.