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.
Performance
KSCOX vs. FBGRX - Performance Comparison
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KSCOX vs. FBGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KSCOX Kinetics Small Cap Opportunities Fund | 31.31% | -8.66% | 68.42% | -14.77% | 31.96% | 50.32% | 2.30% | 27.06% | 0.29% | 26.23% |
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, KSCOX achieves a 31.31% return, which is significantly higher than FBGRX's -7.12% return. Over the past 10 years, KSCOX has outperformed FBGRX with an annualized return of 21.31%, while FBGRX has yielded a comparatively lower 19.08% annualized return.
KSCOX
- 1D
- 1.22%
- 1M
- -8.50%
- YTD
- 31.31%
- 6M
- 22.37%
- 1Y
- 7.94%
- 3Y*
- 26.30%
- 5Y*
- 16.09%
- 10Y*
- 21.31%
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%
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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.
Return for Risk
KSCOX vs. FBGRX — Risk / Return Rank
KSCOX
FBGRX
KSCOX vs. FBGRX - Risk-Adjusted Trends 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.
| KSCOX | FBGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | 1.13 | -0.80 |
Sortino ratioReturn per unit of downside risk | 0.65 | 1.73 | -1.08 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.25 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 2.00 | -1.58 |
Martin ratioReturn relative to average drawdown | 0.69 | 7.92 | -7.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KSCOX | FBGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 1.13 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.47 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.81 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.65 | -0.04 |
Correlation
The correlation between KSCOX 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
KSCOX vs. FBGRX - Dividend Comparison
KSCOX's dividend yield for the trailing twelve months is around 0.14%, less than FBGRX's 2.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KSCOX Kinetics Small Cap Opportunities Fund | 0.14% | 0.18% | 3.58% | 6.71% | 0.00% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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
KSCOX vs. FBGRX - Drawdown Comparison
The maximum KSCOX drawdown since its inception was -70.09%, which is greater than FBGRX's maximum drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for KSCOX and FBGRX.
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Drawdown Indicators
| KSCOX | FBGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.09% | -58.64% | -11.45% |
Max Drawdown (1Y)Largest decline over 1 year | -24.29% | -13.89% | -10.40% |
Max Drawdown (5Y)Largest decline over 5 years | -33.10% | -43.08% | +9.98% |
Max Drawdown (10Y)Largest decline over 10 years | -47.09% | -43.08% | -4.01% |
Current DrawdownCurrent decline from peak | -9.92% | -8.68% | -1.24% |
Average DrawdownAverage peak-to-trough decline | -14.89% | -12.58% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.85% | 3.51% | +11.34% |
Volatility
KSCOX vs. FBGRX - Volatility Comparison
Kinetics Small Cap Opportunities Fund (KSCOX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 7.98% and 7.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KSCOX | FBGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.98% | 7.83% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 19.42% | 14.08% | +5.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.84% | 24.98% | +3.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.74% | 24.93% | +2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.84% | 23.63% | +2.21% |