SP vs. FBCVX
Compare and contrast key facts about SP Plus Corporation (SP) and Fidelity Blue Chip Value Fund (FBCVX).
FBCVX is managed by Fidelity. It was launched on Jun 17, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SP or FBCVX.
Key characteristics
| SP | FBCVX |
|---|
Correlation
The correlation between SP and FBCVX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SP vs. FBCVX - Performance Comparison
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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Risk-Adjusted Performance
SP vs. FBCVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SP Plus Corporation (SP) and Fidelity Blue Chip Value Fund (FBCVX). 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
SP vs. FBCVX - Dividend Comparison
SP has not paid dividends to shareholders, while FBCVX's dividend yield for the trailing twelve months is around 6.49%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SP SP Plus Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FBCVX Fidelity Blue Chip Value Fund | 6.49% | 1.53% | 1.07% | 1.26% | 1.07% | 1.48% | 1.62% | 1.09% | 1.05% | 1.77% | 1.39% | 0.60% |
Drawdowns
SP vs. FBCVX - Drawdown Comparison
Volatility
SP vs. FBCVX - Volatility Comparison
The current volatility for SP Plus Corporation (SP) is 0.00%, while Fidelity Blue Chip Value Fund (FBCVX) has a volatility of 3.74%. This indicates that SP experiences smaller price fluctuations and is considered to be less risky than FBCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.