FZALX vs. FBGRX
Compare and contrast key facts about Fidelity Advisor Mega Cap Stock Fund Class Z (FZALX) and Fidelity Blue Chip Growth Fund (FBGRX).
FZALX is managed by Fidelity. It was launched on Aug 13, 2013. 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: FZALX or FBGRX.
Correlation
The correlation between FZALX and FBGRX is 0.80, 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
FZALX vs. FBGRX - Performance Comparison
Key characteristics
FZALX:
2.19
FBGRX:
1.29
FZALX:
2.96
FBGRX:
1.76
FZALX:
1.41
FBGRX:
1.24
FZALX:
3.27
FBGRX:
1.78
FZALX:
13.51
FBGRX:
5.38
FZALX:
1.99%
FBGRX:
4.99%
FZALX:
12.27%
FBGRX:
20.85%
FZALX:
-42.95%
FBGRX:
-55.96%
FZALX:
-0.26%
FBGRX:
-0.64%
Returns By Period
In the year-to-date period, FZALX achieves a 5.89% return, which is significantly higher than FBGRX's 4.25% return. Over the past 10 years, FZALX has underperformed FBGRX with an annualized return of 7.06%, while FBGRX has yielded a comparatively higher 13.34% annualized return.
FZALX
5.89%
2.35%
10.30%
25.06%
13.60%
7.06%
FBGRX
4.25%
2.26%
8.61%
25.31%
14.56%
13.34%
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FZALX vs. FBGRX - Expense Ratio Comparison
FZALX has a 0.51% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FZALX vs. FBGRX — Risk-Adjusted Performance Rank
FZALX
FBGRX
FZALX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class Z (FZALX) 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.
Dividends
FZALX vs. FBGRX - Dividend Comparison
FZALX's dividend yield for the trailing twelve months is around 1.11%, more than FBGRX's 0.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZALX Fidelity Advisor Mega Cap Stock Fund Class Z | 1.11% | 1.18% | 1.16% | 1.46% | 1.86% | 3.09% | 2.16% | 2.36% | 1.80% | 1.63% | 4.32% | 5.63% |
FBGRX Fidelity Blue Chip Growth Fund | 0.22% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
FZALX vs. FBGRX - Drawdown Comparison
The maximum FZALX drawdown since its inception was -42.95%, smaller than the maximum FBGRX drawdown of -55.96%. Use the drawdown chart below to compare losses from any high point for FZALX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
FZALX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Advisor Mega Cap Stock Fund Class Z (FZALX) is 3.61%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.43%. This indicates that FZALX 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.