PCBIX vs. FBGRX
Compare and contrast key facts about Principal MidCap Fund Institutional Class (PCBIX) and Fidelity Blue Chip Growth Fund (FBGRX).
PCBIX is managed by Principal. It was launched on Dec 6, 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: PCBIX or FBGRX.
Correlation
The correlation between PCBIX and FBGRX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PCBIX vs. FBGRX - Performance Comparison
Key characteristics
PCBIX:
1.39
FBGRX:
1.38
PCBIX:
1.88
FBGRX:
1.87
PCBIX:
1.24
FBGRX:
1.25
PCBIX:
1.31
FBGRX:
1.94
PCBIX:
5.33
FBGRX:
5.86
PCBIX:
3.78%
FBGRX:
4.96%
PCBIX:
14.48%
FBGRX:
21.20%
PCBIX:
-57.73%
FBGRX:
-55.96%
PCBIX:
-5.77%
FBGRX:
-2.02%
Returns By Period
In the year-to-date period, PCBIX achieves a 4.67% return, which is significantly higher than FBGRX's 2.80% return. Over the past 10 years, PCBIX has underperformed FBGRX with an annualized return of 8.25%, while FBGRX has yielded a comparatively higher 13.87% annualized return.
PCBIX
4.67%
3.51%
6.59%
19.22%
7.62%
8.25%
FBGRX
2.80%
0.73%
13.27%
27.45%
15.67%
13.87%
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PCBIX vs. FBGRX - Expense Ratio Comparison
PCBIX has a 0.67% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
PCBIX vs. FBGRX — Risk-Adjusted Performance Rank
PCBIX
FBGRX
PCBIX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund Institutional Class (PCBIX) 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
PCBIX vs. FBGRX - Dividend Comparison
PCBIX's dividend yield for the trailing twelve months is around 0.12%, less than FBGRX's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCBIX Principal MidCap Fund Institutional Class | 0.12% | 0.13% | 0.04% | 0.00% | 0.00% | 0.00% | 0.47% | 0.07% | 0.05% | 0.41% | 0.13% | 0.36% |
FBGRX Fidelity Blue Chip Growth Fund | 0.23% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
PCBIX vs. FBGRX - Drawdown Comparison
The maximum PCBIX drawdown since its inception was -57.73%, roughly equal to the maximum FBGRX drawdown of -55.96%. Use the drawdown chart below to compare losses from any high point for PCBIX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
PCBIX vs. FBGRX - Volatility Comparison
The current volatility for Principal MidCap Fund Institutional Class (PCBIX) is 4.21%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 7.42%. This indicates that PCBIX 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.