SBLGX vs. FBGRX
Compare and contrast key facts about ClearBridge Large Cap Growth Fund (SBLGX) and Fidelity Blue Chip Growth Fund (FBGRX).
SBLGX is managed by Franklin Templeton. It was launched on Aug 29, 1997. 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: SBLGX or FBGRX.
Key characteristics
| SBLGX | FBGRX | |
|---|---|---|
| YTD Return | 20.93% | 23.93% |
| 1Y Return | 35.22% | 38.27% |
| 3Y Return (Ann) | 7.25% | 6.93% |
| 5Y Return (Ann) | 15.06% | 21.36% |
| 10Y Return (Ann) | 14.01% | 17.09% |
| Sharpe Ratio | 2.19 | 1.91 |
| Daily Std Dev | 15.86% | 19.87% |
| Max Drawdown | -53.70% | -57.42% |
| Current Drawdown | -0.81% | -6.37% |
Correlation
The correlation between SBLGX and FBGRX is 0.94, 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
SBLGX vs. FBGRX - Performance Comparison
In the year-to-date period, SBLGX achieves a 20.93% return, which is significantly lower than FBGRX's 23.93% return. Over the past 10 years, SBLGX has underperformed FBGRX with an annualized return of 14.01%, while FBGRX has yielded a comparatively higher 17.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SBLGX vs. FBGRX - Expense Ratio Comparison
SBLGX has a 0.99% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
SBLGX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Growth Fund (SBLGX) 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
SBLGX vs. FBGRX - Dividend Comparison
SBLGX's dividend yield for the trailing twelve months is around 8.45%, more than FBGRX's 5.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBLGX ClearBridge Large Cap Growth Fund | 8.45% | 12.39% | 9.34% | 12.48% | 6.17% | 5.12% | 4.00% | 4.41% | 2.08% | 2.94% | 6.53% | 8.54% |
FBGRX Fidelity Blue Chip Growth Fund | 5.94% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
Drawdowns
SBLGX vs. FBGRX - Drawdown Comparison
The maximum SBLGX drawdown since its inception was -53.70%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for SBLGX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
SBLGX vs. FBGRX - Volatility Comparison
The current volatility for ClearBridge Large Cap Growth Fund (SBLGX) is 4.38%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.64%. This indicates that SBLGX 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.