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.
Performance
IDIVX vs. FBGRX - Performance Comparison
Loading graphics...
IDIVX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDIVX Integrity Dividend Harvest Fund | 5.76% | 17.39% | 21.13% | 5.06% | 2.13% | 24.10% | -1.04% | 22.97% | -5.19% | 11.10% |
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, IDIVX achieves a 5.76% return, which is significantly higher than FBGRX's -7.12% return. Over the past 10 years, IDIVX has underperformed FBGRX with an annualized return of 10.85%, while FBGRX has yielded a comparatively higher 19.08% annualized return.
IDIVX
- 1D
- 1.24%
- 1M
- -3.25%
- YTD
- 5.76%
- 6M
- 7.99%
- 1Y
- 21.23%
- 3Y*
- 17.00%
- 5Y*
- 13.25%
- 10Y*
- 10.85%
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.
IDIVX vs. FBGRX - Expense Ratio Comparison
IDIVX has a 0.95% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
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.
| IDIVX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.13 | +0.38 |
Sortino ratioReturn per unit of downside risk | 2.10 | 1.73 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.00 | -0.07 |
Martin ratioReturn relative to average drawdown | 9.24 | 7.92 | +1.32 |
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
| IDIVX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.13 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.96 | 0.47 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.81 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.65 | +0.06 |
Correlation
The correlation between IDIVX and FBGRX is 0.59, 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.
Dividends
IDIVX vs. FBGRX - Dividend Comparison
IDIVX's dividend yield for the trailing twelve months is around 6.61%, more than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDIVX Integrity Dividend Harvest Fund | 6.61% | 7.19% | 8.89% | 3.13% | 3.59% | 2.83% | 3.67% | 7.27% | 10.21% | 8.31% | 1.11% | 0.00% |
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
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.
Loading graphics...
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 | -11.36% | -13.89% | +2.53% |
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 | -3.25% | -8.68% | +5.43% |
Average DrawdownAverage peak-to-trough decline | -3.39% | -12.58% | +9.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 3.51% | -1.13% |
Volatility
IDIVX vs. FBGRX - Volatility Comparison
The current volatility for Integrity Dividend Harvest Fund (IDIVX) is 3.56%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 7.83%. 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.
Loading graphics...
Volatility by Period
| IDIVX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 7.83% | -4.27% |
Volatility (6M)Calculated over the trailing 6-month period | 7.36% | 14.08% | -6.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.97% | 24.98% | -11.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 24.93% | -11.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.91% | 23.63% | -8.72% |