OPTFX vs. FBGRX

In the year-to-date period, OPTFX achieves a 4.72% return, which is significantly higher than FBGRX's 4.22% return. Over the past 10 years, OPTFX has underperformed FBGRX with an annualized return of 3.49%, while FBGRX has yielded a comparatively higher 13.33% annualized return.

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OPTFX has a 0.95% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Capital Appreciation Fund (OPTFX) 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.

The current OPTFX Sharpe Ratio is 1.11, which is comparable to the FBGRX Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of OPTFX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OPTFX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.22%.

The maximum OPTFX drawdown since its inception was -63.26%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for OPTFX and FBGRX. For additional features, visit the drawdowns tool.

Invesco Capital Appreciation Fund (OPTFX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 6.46% and 6.22%, 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.