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FXAIX vs. FBGRX

Last updated Feb 24, 2024

Compare and contrast key facts about Fidelity 500 Index Fund (FXAIX) and Fidelity Blue Chip Growth Fund (FBGRX).

FXAIX is managed by Fidelity. 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: FXAIX or FBGRX.

Key characteristics


FXAIXFBGRX
YTD Return6.91%11.40%
1Y Return28.88%53.31%
3Y Return (Ann)11.18%7.19%
5Y Return (Ann)14.68%20.17%
10Y Return (Ann)12.84%16.56%
Sharpe Ratio2.383.07
Daily Std Dev12.44%18.01%
Max Drawdown-33.79%-57.42%
Current Drawdown0.00%-0.18%

Correlation

0.90
-1.001.00

The correlation between FXAIX and FBGRX is 0.90, 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.

FXAIX vs. FBGRX - Performance Comparison

In the year-to-date period, FXAIX achieves a 6.91% return, which is significantly lower than FBGRX's 11.40% return. Over the past 10 years, FXAIX has underperformed FBGRX with an annualized return of 12.84%, while FBGRX has yielded a comparatively higher 16.56% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2024February
16.40%
25.53%
FXAIX
FBGRX

Compare stocks, funds, or ETFs


Fidelity 500 Index Fund

Fidelity Blue Chip Growth Fund

FXAIX vs. FBGRX - Dividend Comparison

FXAIX's dividend yield for the trailing twelve months is around 1.36%, more than FBGRX's 0.84% yield.


TTM20232022202120202019201820172016201520142013
FXAIX
Fidelity 500 Index Fund
1.36%1.45%1.69%1.22%1.60%2.06%2.72%1.97%2.52%2.83%2.63%1.84%
FBGRX
Fidelity Blue Chip Growth Fund
0.84%0.93%0.57%8.73%6.40%3.70%6.32%4.28%4.05%5.07%6.08%7.80%

FXAIX vs. FBGRX - Expense Ratio Comparison

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

0.79%
0.00%2.15%
0.02%
0.00%2.15%

FXAIX vs. FBGRX - Risk-Adjusted Performance 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
FXAIX
Fidelity 500 Index Fund
2.38
FBGRX
Fidelity Blue Chip Growth Fund
3.07

FXAIX vs. FBGRX - Sharpe Ratio Comparison

The current FXAIX Sharpe Ratio is 2.38, which roughly equals the FBGRX Sharpe Ratio of 3.07. The chart below compares the 12-month rolling Sharpe Ratio of FXAIX and FBGRX.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00SeptemberOctoberNovemberDecember2024February
2.38
3.07
FXAIX
FBGRX

FXAIX vs. FBGRX - Drawdown Comparison

The maximum FXAIX drawdown since its inception was -33.79%, smaller than the maximum FBGRX drawdown of -57.42%. The drawdown chart below compares losses from any high point along the way for FXAIX and FBGRX


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2024February0
-0.18%
FXAIX
FBGRX

FXAIX vs. FBGRX - Volatility Comparison

The current volatility for Fidelity 500 Index Fund (FXAIX) is 3.91%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.49%. 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.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2024February
3.91%
6.49%
FXAIX
FBGRX