KSCOX vs. FBGRX
Compare and contrast key facts about Kinetics Small Cap Opportunities Fund (KSCOX) and Fidelity Blue Chip Growth Fund (FBGRX).
KSCOX is managed by Kinetics. It was launched on Mar 20, 2000. 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: KSCOX or FBGRX.
Key characteristics
| KSCOX | FBGRX | |
|---|---|---|
| YTD Return | 94.27% | 37.01% |
| 1Y Return | 82.58% | 45.84% |
| 3Y Return (Ann) | 25.61% | 7.04% |
| 5Y Return (Ann) | 28.11% | 18.33% |
| 10Y Return (Ann) | 18.10% | 14.09% |
| Sharpe Ratio | 3.56 | 2.54 |
| Sortino Ratio | 4.67 | 3.28 |
| Omega Ratio | 1.69 | 1.46 |
| Calmar Ratio | 2.99 | 2.74 |
| Martin Ratio | 18.82 | 12.37 |
| Ulcer Index | 4.58% | 3.97% |
| Daily Std Dev | 24.22% | 19.31% |
| Max Drawdown | -70.78% | -57.42% |
| Current Drawdown | -2.03% | -0.48% |
Correlation
The correlation between KSCOX and FBGRX is 0.61, 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
KSCOX vs. FBGRX - Performance Comparison
In the year-to-date period, KSCOX achieves a 94.27% return, which is significantly higher than FBGRX's 37.01% return. Over the past 10 years, KSCOX has outperformed FBGRX with an annualized return of 18.10%, while FBGRX has yielded a comparatively lower 14.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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KSCOX vs. FBGRX - Expense Ratio Comparison
KSCOX has a 1.64% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
KSCOX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics Small Cap Opportunities Fund (KSCOX) 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
KSCOX vs. FBGRX - Dividend Comparison
KSCOX's dividend yield for the trailing twelve months is around 0.64%, less than FBGRX's 5.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KSCOX Kinetics Small Cap Opportunities Fund | 0.64% | 1.25% | 0.00% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FBGRX Fidelity Blue Chip Growth Fund | 5.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% | 7.80% |
Drawdowns
KSCOX vs. FBGRX - Drawdown Comparison
The maximum KSCOX drawdown since its inception was -70.78%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for KSCOX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
KSCOX vs. FBGRX - Volatility Comparison
Kinetics Small Cap Opportunities Fund (KSCOX) has a higher volatility of 6.24% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.25%. This indicates that KSCOX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.