PBCKX vs. FZAPX
PBCKX (Principal Blue Chip Fund) and FZAPX (Fidelity Advisor Stock Selector All Cap Fund Class Z) are both Large Cap Growth Equities funds. Over the past 10 years, PBCKX returned 16.15%/yr vs 15.09%/yr for FZAPX. Their correlation of 0.90 means they have usually moved in the same direction. PBCKX charges 0.66%/yr vs 0.58%/yr for FZAPX.
Performance
PBCKX vs. FZAPX - Performance Comparison
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Returns By Period
Over the past 10 years, PBCKX has outperformed FZAPX with an annualized return of 16.15%, while FZAPX has yielded a comparatively lower 15.09% annualized return.
PBCKX
- 1D
- 2.53%
- 1M
- 2.40%
- 6M
- 1.76%
- YTD
- 0.00%
- 1Y
- -0.60%
- 3Y*
- 15.87%
- 5Y*
- 6.94%
- 10Y*
- 16.15%
- ALL TIME*
- 15.71%
FZAPX
- 1D
- 0.73%
- 1M
- -0.06%
- 6M
- 11.78%
- YTD
- 15.39%
- 1Y
- 29.38%
- 3Y*
- 20.18%
- 5Y*
- 12.25%
- 10Y*
- 15.09%
- ALL TIME*
- 13.82%
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 |
PBCKX vs. FZAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 0.00% | 9.20% | 26.90% | 40.58% | -30.74% | 25.05% | 34.77% | 45.22% | 2.83% | 28.85% |
FZAPX Fidelity Advisor Stock Selector All Cap Fund Class Z | 15.39% | 18.98% | 19.88% | 27.05% | -19.49% | 23.25% | 25.03% | 32.34% | -8.52% | 24.38% |
Correlation
The correlation between PBCKX and FZAPX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Aug 20, 2013 | 0.90 |
The correlation between PBCKX and FZAPX has been stable across timeframes, ranging from 0.82 to 0.91 - a consistent structural relationship.
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Return for Risk
PBCKX vs. FZAPX — Risk / Return Rank
PBCKX
FZAPX
PBCKX vs. FZAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) and Fidelity Advisor Stock Selector All Cap Fund Class Z (FZAPX). 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.
| PBCKX | FZAPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.07 | ||
| Sortino ratioReturn per unit of downside risk | -2.72 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.34 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.95 | -3.10 |
| Martin ratioReturn relative to average drawdown | -0.42 | 13.35 | -13.77 |
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Drawdowns
PBCKX vs. FZAPX - Drawdown Comparison
The maximum PBCKX drawdown since its inception was -38.00%, which is greater than FZAPX's maximum drawdown of -34.37%. Use the drawdown chart below to compare losses from any high point for PBCKX and FZAPX.
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Drawdown Indicators
| PBCKX | FZAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.00% | -34.37% | -3.63% |
Max Drawdown (1Y)Largest decline over 1 year | -19.10% | -9.20% | -9.90% |
Max Drawdown (3Y)Largest decline over 3 years | -19.10% | -20.84% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -38.00% | -25.20% | -12.80% |
Max Drawdown (10Y)Largest decline over 10 years | -38.00% | -34.37% | -3.63% |
Current DrawdownCurrent decline from peak | -3.80% | -1.57% | -2.23% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -4.52% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.87% | 2.03% | +4.84% |
Volatility
PBCKX vs. FZAPX - Volatility Comparison
Principal Blue Chip Fund (PBCKX) has a higher volatility of 5.29% compared to Fidelity Advisor Stock Selector All Cap Fund Class Z (FZAPX) at 3.79%. This indicates that PBCKX's price experiences larger fluctuations and is considered to be riskier than FZAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBCKX | FZAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 3.79% | +1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 11.41% | +2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 14.28% | +2.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 17.91% | +2.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 18.58% | +1.66% |
PBCKX vs. FZAPX - Expense Ratio Comparison
PBCKX has a 0.66% expense ratio, which is higher than FZAPX's 0.58% expense ratio.
Dividends
PBCKX vs. FZAPX - Dividend Comparison
PBCKX's dividend yield for the trailing twelve months is around 19.94%, more than FZAPX's 4.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAPX Fidelity Advisor Stock Selector All Cap Fund Class Z | 4.23% | 4.88% | 4.91% | 2.12% | 0.39% | 1.47% | 5.33% | 6.18% | 4.59% | 3.07% | 1.13% | 5.24% |
PBCKX Principal Blue Chip Fund | 19.94% | 19.94% | 9.01% | 0.51% | 0.71% | 6.67% | 3.28% | 8.90% | 7.86% | 2.79% | 1.01% | 2.40% |
Frequently Asked Questions
PBCKX and FZAPX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBCKX has higher volatility (5.29%) compared to FZAPX (3.79%). In terms of maximum drawdown, PBCKX dropped -38.00% vs FZAPX's -34.37%.
FZAPX currently has the higher Sharpe Ratio (1.90 vs -0.17), 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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