SAIFX vs. FBGRX
Compare and contrast key facts about ClearBridge Large Cap Value Fund (SAIFX) and Fidelity Blue Chip Growth Fund (FBGRX).
SAIFX is managed by Franklin Templeton. It was launched on May 29, 1958. 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: SAIFX or FBGRX.
Correlation
The correlation between SAIFX and FBGRX is 0.81, 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
SAIFX vs. FBGRX - Performance Comparison
Key characteristics
SAIFX:
-0.57
FBGRX:
-0.03
SAIFX:
-0.63
FBGRX:
0.11
SAIFX:
0.90
FBGRX:
1.01
SAIFX:
-0.45
FBGRX:
-0.04
SAIFX:
-1.05
FBGRX:
-0.10
SAIFX:
7.76%
FBGRX:
6.58%
SAIFX:
14.27%
FBGRX:
22.67%
SAIFX:
-56.29%
FBGRX:
-57.42%
SAIFX:
-15.85%
FBGRX:
-16.26%
Returns By Period
In the year-to-date period, SAIFX achieves a -0.03% return, which is significantly higher than FBGRX's -12.15% return. Over the past 10 years, SAIFX has underperformed FBGRX with an annualized return of 4.86%, while FBGRX has yielded a comparatively higher 11.44% annualized return.
SAIFX
-0.03%
-3.46%
-10.04%
-7.71%
10.81%
4.86%
FBGRX
-12.15%
-9.58%
-3.49%
-0.80%
17.62%
11.44%
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SAIFX vs. FBGRX - Expense Ratio Comparison
SAIFX has a 0.56% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
SAIFX vs. FBGRX — Risk-Adjusted Performance Rank
SAIFX
FBGRX
SAIFX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Value Fund (SAIFX) 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
SAIFX vs. FBGRX - Dividend Comparison
SAIFX's dividend yield for the trailing twelve months is around 1.14%, more than FBGRX's 0.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAIFX ClearBridge Large Cap Value Fund | 1.14% | 1.51% | 1.35% | 1.35% | 1.07% | 1.55% | 1.78% | 1.91% | 1.47% | 1.56% | 2.30% | 1.74% |
FBGRX Fidelity Blue Chip Growth Fund | 0.27% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
SAIFX vs. FBGRX - Drawdown Comparison
The maximum SAIFX drawdown since its inception was -56.29%, roughly equal to the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for SAIFX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
SAIFX vs. FBGRX - Volatility Comparison
The current volatility for ClearBridge Large Cap Value Fund (SAIFX) is 4.41%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 9.35%. This indicates that SAIFX 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.