IDIVX vs. FBGRX
Compare and contrast key facts about Integrity Dividend Harvest Fund (IDIVX) and Fidelity Blue Chip Growth Fund (FBGRX).
IDIVX is managed by IntegrityVikingFunds. It was launched on May 1, 2012. 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: IDIVX or FBGRX.
Correlation
The correlation between IDIVX and FBGRX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IDIVX vs. FBGRX - Performance Comparison
Key characteristics
IDIVX:
1.92
FBGRX:
2.01
IDIVX:
2.65
FBGRX:
2.66
IDIVX:
1.34
FBGRX:
1.36
IDIVX:
3.77
FBGRX:
2.66
IDIVX:
13.75
FBGRX:
10.03
IDIVX:
1.46%
FBGRX:
3.99%
IDIVX:
10.44%
FBGRX:
19.86%
IDIVX:
-33.38%
FBGRX:
-57.42%
IDIVX:
-4.65%
FBGRX:
-4.06%
Returns By Period
In the year-to-date period, IDIVX achieves a 19.12% return, which is significantly lower than FBGRX's 39.51% return. Over the past 10 years, IDIVX has underperformed FBGRX with an annualized return of 7.20%, while FBGRX has yielded a comparatively higher 16.50% annualized return.
IDIVX
19.12%
-2.97%
6.15%
19.29%
8.48%
7.20%
FBGRX
39.51%
3.98%
8.90%
39.25%
21.73%
16.50%
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IDIVX vs. FBGRX - Expense Ratio Comparison
IDIVX has a 0.95% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
IDIVX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Integrity Dividend Harvest Fund (IDIVX) 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
IDIVX vs. FBGRX - Dividend Comparison
IDIVX's dividend yield for the trailing twelve months is around 2.44%, less than FBGRX's 5.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDIVX Integrity Dividend Harvest Fund | 2.44% | 3.13% | 3.08% | 2.94% | 3.42% | 3.21% | 3.44% | 2.81% | 2.71% | 3.05% | 2.82% | 2.82% |
FBGRX Fidelity Blue Chip Growth Fund | 5.28% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
IDIVX vs. FBGRX - Drawdown Comparison
The maximum IDIVX drawdown since its inception was -33.38%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for IDIVX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
IDIVX vs. FBGRX - Volatility Comparison
The current volatility for Integrity Dividend Harvest Fund (IDIVX) is 3.71%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 5.48%. This indicates that IDIVX 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.