GICPX vs. FBGRX
Compare and contrast key facts about Gabelli Global Growth Fund (GICPX) and Fidelity Blue Chip Growth Fund (FBGRX).
GICPX is managed by Gabelli. It was launched on Feb 6, 1994. 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: GICPX or FBGRX.
Correlation
The correlation between GICPX and FBGRX is 0.81, 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
GICPX vs. FBGRX - Performance Comparison
Key characteristics
GICPX:
1.34
FBGRX:
1.29
GICPX:
1.84
FBGRX:
1.76
GICPX:
1.24
FBGRX:
1.24
GICPX:
1.49
FBGRX:
1.78
GICPX:
7.26
FBGRX:
5.38
GICPX:
3.20%
FBGRX:
4.99%
GICPX:
17.33%
FBGRX:
20.85%
GICPX:
-74.90%
FBGRX:
-55.96%
GICPX:
-0.40%
FBGRX:
-0.64%
Returns By Period
In the year-to-date period, GICPX achieves a 6.85% return, which is significantly higher than FBGRX's 4.25% return. Over the past 10 years, GICPX has underperformed FBGRX with an annualized return of 7.23%, while FBGRX has yielded a comparatively higher 13.34% annualized return.
GICPX
6.85%
3.84%
9.54%
21.61%
10.24%
7.23%
FBGRX
4.25%
2.26%
8.61%
25.31%
14.56%
13.34%
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GICPX vs. FBGRX - Expense Ratio Comparison
GICPX has a 0.90% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
GICPX vs. FBGRX — Risk-Adjusted Performance Rank
GICPX
FBGRX
GICPX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Global Growth Fund (GICPX) 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
GICPX vs. FBGRX - Dividend Comparison
GICPX's dividend yield for the trailing twelve months is around 0.17%, less than FBGRX's 0.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GICPX Gabelli Global Growth Fund | 0.17% | 0.18% | 0.30% | 0.00% | 0.04% | 0.20% | 0.00% | 0.00% | 0.00% | 0.50% | 0.07% | 0.39% |
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
GICPX vs. FBGRX - Drawdown Comparison
The maximum GICPX drawdown since its inception was -74.90%, which is greater than FBGRX's maximum drawdown of -55.96%. Use the drawdown chart below to compare losses from any high point for GICPX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
GICPX vs. FBGRX - Volatility Comparison
The current volatility for Gabelli Global Growth Fund (GICPX) is 5.10%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.43%. This indicates that GICPX 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.