FZIIX vs. FBGRX
Compare and contrast key facts about Fidelity Advisor Intermediate Municipal Income Fund Class I (FZIIX) and Fidelity Blue Chip Growth Fund (FBGRX).
FZIIX is managed by Fidelity. It was launched on Oct 31, 2005. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Performance
FZIIX vs. FBGRX - Performance Comparison
Loading graphics...
FZIIX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FZIIX Fidelity Advisor Intermediate Municipal Income Fund Class I | -0.64% | 5.91% | 1.02% | 5.53% | -7.05% | 0.93% | 4.46% | 6.47% | 1.15% | 4.51% |
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, FZIIX achieves a -0.64% return, which is significantly higher than FBGRX's -7.12% return. Over the past 10 years, FZIIX has underperformed FBGRX with an annualized return of 2.02%, while FBGRX has yielded a comparatively higher 19.08% annualized return.
FZIIX
- 1D
- 0.20%
- 1M
- -2.40%
- YTD
- -0.64%
- 6M
- 0.67%
- 1Y
- 4.06%
- 3Y*
- 3.09%
- 5Y*
- 1.11%
- 10Y*
- 2.02%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FZIIX vs. FBGRX - Expense Ratio Comparison
FZIIX has a 0.39% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Return for Risk
FZIIX vs. FBGRX — Risk / Return Rank
FZIIX
FBGRX
FZIIX vs. FBGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Intermediate Municipal Income Fund Class I (FZIIX) 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.
| FZIIX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.13 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.73 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.25 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 2.00 | -0.55 |
Martin ratioReturn relative to average drawdown | 5.56 | 7.92 | -2.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FZIIX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.13 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.47 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.81 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.65 | +0.35 |
Correlation
The correlation between FZIIX and FBGRX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FZIIX vs. FBGRX - Dividend Comparison
FZIIX's dividend yield for the trailing twelve months is around 2.78%, more than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZIIX Fidelity Advisor Intermediate Municipal Income Fund Class I | 2.78% | 3.61% | 2.41% | 2.34% | 1.31% | 1.76% | 2.10% | 2.52% | 2.58% | 2.56% | 3.11% | 2.29% |
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
FZIIX vs. FBGRX - Drawdown Comparison
The maximum FZIIX drawdown since its inception was -10.95%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for FZIIX and FBGRX.
Loading graphics...
Drawdown Indicators
| FZIIX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.95% | -58.64% | +47.69% |
Max Drawdown (1Y)Largest decline over 1 year | -3.56% | -13.89% | +10.33% |
Max Drawdown (5Y)Largest decline over 5 years | -10.95% | -43.08% | +32.13% |
Max Drawdown (10Y)Largest decline over 10 years | -10.95% | -43.08% | +32.13% |
Current DrawdownCurrent decline from peak | -2.59% | -8.68% | +6.09% |
Average DrawdownAverage peak-to-trough decline | -1.51% | -12.58% | +11.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 3.51% | -2.58% |
Volatility
FZIIX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Advisor Intermediate Municipal Income Fund Class I (FZIIX) is 0.96%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 7.83%. This indicates that FZIIX 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.
Loading graphics...
Volatility by Period
| FZIIX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.96% | 7.83% | -6.87% |
Volatility (6M)Calculated over the trailing 6-month period | 1.47% | 14.08% | -12.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.64% | 24.98% | -21.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.01% | 24.93% | -21.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.20% | 23.63% | -20.43% |