FZAHX vs. FBGKX
Compare and contrast key facts about Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Fidelity Blue Chip Growth Fund Class K (FBGKX).
FZAHX is managed by Fidelity. It was launched on Aug 13, 2013. FBGKX is managed by Fidelity. It was launched on May 9, 2008.
Performance
FZAHX vs. FBGKX - Performance Comparison
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FZAHX vs. FBGKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | -9.46% | 22.61% | 39.23% | 45.70% | -38.18% | 11.74% | 69.25% | 40.80% | 15.25% | 35.10% |
FBGKX Fidelity Blue Chip Growth Fund Class K | -7.10% | 19.99% | 39.87% | 55.76% | -38.40% | 22.74% | 62.35% | 33.56% | 1.11% | 36.08% |
Returns By Period
In the year-to-date period, FZAHX achieves a -9.46% return, which is significantly lower than FBGKX's -7.10% return. Both investments have delivered pretty close results over the past 10 years, with FZAHX having a 19.64% annualized return and FBGKX not far behind at 19.18%.
FZAHX
- 1D
- 4.77%
- 1M
- -5.79%
- YTD
- -9.46%
- 6M
- -8.34%
- 1Y
- 23.15%
- 3Y*
- 25.28%
- 5Y*
- 8.31%
- 10Y*
- 19.64%
FBGKX
- 1D
- 4.54%
- 1M
- -5.07%
- YTD
- -7.10%
- 6M
- -4.01%
- 1Y
- 26.86%
- 3Y*
- 26.63%
- 5Y*
- 11.83%
- 10Y*
- 19.18%
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FZAHX vs. FBGKX - Expense Ratio Comparison
FZAHX has a 0.67% expense ratio, which is lower than FBGKX's 0.68% expense ratio.
Return for Risk
FZAHX vs. FBGKX — Risk / Return Rank
FZAHX
FBGKX
FZAHX vs. FBGKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) and Fidelity Blue Chip Growth Fund Class K (FBGKX). 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.
| FZAHX | FBGKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.14 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.73 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.25 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.75 | -0.26 |
Martin ratioReturn relative to average drawdown | 5.41 | 6.94 | -1.54 |
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
| FZAHX | FBGKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.14 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.48 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.81 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.64 | +0.14 |
Correlation
The correlation between FZAHX and FBGKX is 0.98, 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
FZAHX vs. FBGKX - Dividend Comparison
FZAHX's dividend yield for the trailing twelve months is around 3.98%, more than FBGKX's 2.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAHX Fidelity Advisor Growth Opportunities Fund Class Z | 3.98% | 3.61% | 0.00% | 0.00% | 0.00% | 9.45% | 5.15% | 3.74% | 11.00% | 7.50% | 14.42% | 10.52% |
FBGKX Fidelity Blue Chip Growth Fund Class K | 2.03% | 1.89% | 6.00% | 0.93% | 0.56% | 8.77% | 6.41% | 3.70% | 6.41% | 4.26% | 4.22% | 5.36% |
Drawdowns
FZAHX vs. FBGKX - Drawdown Comparison
The maximum FZAHX drawdown since its inception was -44.45%, smaller than the maximum FBGKX drawdown of -48.90%. Use the drawdown chart below to compare losses from any high point for FZAHX and FBGKX.
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Drawdown Indicators
| FZAHX | FBGKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.45% | -48.90% | +4.45% |
Max Drawdown (1Y)Largest decline over 1 year | -16.06% | -13.89% | -2.17% |
Max Drawdown (5Y)Largest decline over 5 years | -44.45% | -43.03% | -1.42% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -43.03% | -1.42% |
Current DrawdownCurrent decline from peak | -12.06% | -8.67% | -3.39% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -8.43% | +0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 3.51% | +0.94% |
Volatility
FZAHX vs. FBGKX - Volatility Comparison
Fidelity Advisor Growth Opportunities Fund Class Z (FZAHX) has a higher volatility of 8.51% compared to Fidelity Blue Chip Growth Fund Class K (FBGKX) at 7.83%. This indicates that FZAHX's price experiences larger fluctuations and is considered to be riskier than FBGKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZAHX | FBGKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.51% | 7.83% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 14.81% | 14.09% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.42% | 25.03% | -0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.88% | 24.92% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.82% | 23.62% | +0.20% |