FBGRX vs. RGGYX
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and Victory RS Global Fund (RGGYX).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. RGGYX is managed by Victory Capital. It was launched on May 15, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGRX or RGGYX.
Correlation
The correlation between FBGRX and RGGYX is 0.86, 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
FBGRX vs. RGGYX - Performance Comparison
Key characteristics
FBGRX:
1.44
RGGYX:
1.58
FBGRX:
1.95
RGGYX:
2.18
FBGRX:
1.26
RGGYX:
1.29
FBGRX:
1.96
RGGYX:
2.18
FBGRX:
6.00
RGGYX:
9.30
FBGRX:
4.91%
RGGYX:
2.09%
FBGRX:
20.52%
RGGYX:
12.28%
FBGRX:
-57.42%
RGGYX:
-31.80%
FBGRX:
-4.83%
RGGYX:
-4.83%
Returns By Period
In the year-to-date period, FBGRX achieves a -0.98% return, which is significantly lower than RGGYX's -0.62% return. Over the past 10 years, FBGRX has outperformed RGGYX with an annualized return of 13.67%, while RGGYX has yielded a comparatively lower 8.89% annualized return.
FBGRX
-0.98%
-3.86%
0.41%
29.76%
14.91%
13.67%
RGGYX
-0.62%
-3.59%
0.93%
19.55%
11.14%
8.89%
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FBGRX vs. RGGYX - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than RGGYX's 0.60% expense ratio.
Risk-Adjusted Performance
FBGRX vs. RGGYX — Risk-Adjusted Performance Rank
FBGRX
RGGYX
FBGRX vs. RGGYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Victory RS Global Fund (RGGYX). 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
FBGRX vs. RGGYX - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 1.08%, less than RGGYX's 1.17% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Blue Chip Growth Fund | 1.08% | 1.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Victory RS Global Fund | 1.17% | 1.16% | 1.09% | 1.29% | 1.09% | 0.78% | 1.32% | 1.67% | 0.00% | 2.06% | 1.15% | 0.97% |
Drawdowns
FBGRX vs. RGGYX - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, which is greater than RGGYX's maximum drawdown of -31.80%. Use the drawdown chart below to compare losses from any high point for FBGRX and RGGYX. For additional features, visit the drawdowns tool.
Volatility
FBGRX vs. RGGYX - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 6.06% compared to Victory RS Global Fund (RGGYX) at 3.84%. This indicates that FBGRX's price experiences larger fluctuations and is considered to be riskier than RGGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.