PHIN vs. FBGRX
Compare and contrast key facts about PHINIA Inc. (PHIN) and Fidelity Blue Chip Growth Fund (FBGRX).
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: PHIN or FBGRX.
Correlation
The correlation between PHIN and FBGRX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PHIN vs. FBGRX - Performance Comparison
Key characteristics
PHIN:
1.95
FBGRX:
1.13
PHIN:
2.82
FBGRX:
1.58
PHIN:
1.32
FBGRX:
1.21
PHIN:
4.01
FBGRX:
1.57
PHIN:
9.10
FBGRX:
4.74
PHIN:
7.55%
FBGRX:
4.98%
PHIN:
35.31%
FBGRX:
20.94%
PHIN:
-34.71%
FBGRX:
-55.96%
PHIN:
-12.13%
FBGRX:
-2.53%
Returns By Period
In the year-to-date period, PHIN achieves a 2.82% return, which is significantly higher than FBGRX's 2.26% return.
PHIN
2.82%
4.74%
15.61%
61.83%
N/A
N/A
FBGRX
2.26%
1.98%
11.18%
22.53%
14.52%
13.28%
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Risk-Adjusted Performance
PHIN vs. FBGRX — Risk-Adjusted Performance Rank
PHIN
FBGRX
PHIN vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PHINIA Inc. (PHIN) 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
PHIN vs. FBGRX - Dividend Comparison
PHIN's dividend yield for the trailing twelve months is around 2.02%, more than FBGRX's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHIN PHINIA Inc. | 2.02% | 2.08% | 1.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
PHIN vs. FBGRX - Drawdown Comparison
The maximum PHIN drawdown since its inception was -34.71%, smaller than the maximum FBGRX drawdown of -55.96%. Use the drawdown chart below to compare losses from any high point for PHIN and FBGRX. For additional features, visit the drawdowns tool.
Volatility
PHIN vs. FBGRX - Volatility Comparison
PHINIA Inc. (PHIN) has a higher volatility of 9.42% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 6.71%. This indicates that PHIN'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.