POGAX vs. FBGRX

The year-to-date returns for both stocks are quite close, with POGAX having a 36.33% return and FBGRX slightly lower at 34.83%. Over the past 10 years, POGAX has underperformed FBGRX with an annualized return of 12.59%, while FBGRX has yielded a comparatively higher 13.63% annualized return.

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POGAX has a 0.99% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Putnam Growth Opportunities Fund (POGAX) 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 POGAX Sharpe Ratio is 2.02, which is comparable to the FBGRX Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of POGAX 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.

POGAX's dividend yield for the trailing twelve months is around 4.48%, more than FBGRX's 0.19% yield.

The maximum POGAX drawdown since its inception was -76.55%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for POGAX and FBGRX. For additional features, visit the drawdowns tool.

Putnam Growth Opportunities Fund (POGAX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 5.30% and 5.42%, 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.