IDIVX vs. FBGRX
IDIVX (Integrity Dividend Harvest Fund) and FBGRX (Fidelity Blue Chip Growth Fund) are both mutual funds - IDIVX is a Large Cap Value Equities fund managed by IntegrityVikingFunds, while FBGRX is a Large Cap Growth Equities fund managed by Fidelity. Over the past 10 years, IDIVX returned 11.54%/yr vs 20.56%/yr for FBGRX. Their 0.58 correlation means they have sometimes moved together and sometimes differently. IDIVX charges 0.95%/yr vs 0.79%/yr for FBGRX.
Performance
IDIVX vs. FBGRX - Performance Comparison
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Returns By Period
In the year-to-date period, IDIVX achieves a 18.32% return, which is significantly higher than FBGRX's 10.15% return. Over the past 10 years, IDIVX has underperformed FBGRX with an annualized return of 11.54%, while FBGRX has yielded a comparatively higher 20.56% annualized return.
IDIVX
- 1D
- 0.17%
- 1M
- 0.73%
- 6M
- 13.83%
- YTD
- 18.32%
- 1Y
- 30.70%
- 3Y*
- 19.80%
- 5Y*
- 14.86%
- 10Y*
- 11.54%
- ALL TIME*
- 10.53%
FBGRX
- 1D
- 3.14%
- 1M
- -4.18%
- 6M
- 10.25%
- YTD
- 10.15%
- 1Y
- 24.18%
- 3Y*
- 25.20%
- 5Y*
- 13.50%
- 10Y*
- 20.56%
- ALL TIME*
- 13.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
IDIVX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDIVX Integrity Dividend Harvest Fund | 18.32% | 17.39% | 21.13% | 5.06% | 2.13% | 24.10% | -1.04% | 22.97% | -5.19% | 11.10% |
FBGRX Fidelity Blue Chip Growth Fund | 10.15% | 19.91% | 39.77% | 55.61% | -38.45% | 22.64% | 62.20% | 33.43% | 1.02% | 36.01% |
Correlation
The correlation between IDIVX and FBGRX is 0.32, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.32 |
Correlation (3Y) Balances recent behavior with more history. | 0.43 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.53 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.52 |
Correlation (All Time) Calculated using the full available price history since May 1, 2012 | 0.58 |
Over the past year, the correlation between IDIVX and FBGRX has dropped to 0.32 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.
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Return for Risk
IDIVX vs. FBGRX — Risk / Return Rank
IDIVX
FBGRX
IDIVX vs. FBGRX - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IDIVX | FBGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.81 | ||
| Sortino ratioReturn per unit of downside risk | +2.73 | ||
| Omega ratioGain probability vs. loss probability | 1.52 | 1.19 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 5.08 | 1.73 | +3.34 |
| Martin ratioReturn relative to average drawdown | 21.87 | 6.19 | +15.68 |
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Drawdowns
IDIVX vs. FBGRX - Drawdown Comparison
The maximum IDIVX drawdown since its inception was -31.64%, smaller than the maximum FBGRX drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for IDIVX and FBGRX.
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Drawdown Indicators
| IDIVX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.64% | -58.64% | +27.00% |
Max Drawdown (1Y)Largest decline over 1 year | -5.72% | -12.65% | +6.93% |
Max Drawdown (3Y)Largest decline over 3 years | -15.37% | -27.07% | +11.70% |
Max Drawdown (5Y)Largest decline over 5 years | -16.34% | -43.08% | +26.74% |
Max Drawdown (10Y)Largest decline over 10 years | -31.64% | -43.08% | +11.44% |
Current DrawdownCurrent decline from peak | -0.72% | -7.79% | +7.07% |
Average DrawdownAverage peak-to-trough decline | -3.33% | -12.49% | +9.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.33% | 3.54% | -2.21% |
Volatility
IDIVX vs. FBGRX - Volatility Comparison
The current volatility for Integrity Dividend Harvest Fund (IDIVX) is 2.55%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.56%. 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.
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Volatility by Period
| IDIVX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.55% | 6.56% | -4.01% |
Volatility (6M)Calculated over the trailing 6-month period | 7.64% | 16.09% | -8.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.00% | 20.05% | -10.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.94% | 25.24% | -11.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.93% | 23.83% | -8.90% |
IDIVX vs. FBGRX - Expense Ratio Comparison
IDIVX has a 0.95% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Dividends
IDIVX vs. FBGRX - Dividend Comparison
IDIVX's dividend yield for the trailing twelve months is around 6.37%, more than FBGRX's 1.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 1.72% | 1.90% | 5.95% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.23% | 4.05% | 5.30% |
IDIVX Integrity Dividend Harvest Fund | 6.37% | 7.19% | 8.89% | 3.13% | 3.59% | 2.83% | 3.67% | 7.27% | 10.21% | 8.31% | 1.11% | 0.00% |
Frequently Asked Questions
IDIVX and FBGRX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FBGRX has higher volatility (6.56%) compared to IDIVX (2.55%). In terms of maximum drawdown, IDIVX dropped -31.64% vs FBGRX's -58.64%.
IDIVX currently has the higher Sharpe Ratio (2.91 vs 1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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