SPFZX vs. FBGRX

In the year-to-date period, SPFZX achieves a 1.23% return, which is significantly higher than FBGRX's -3.61% return. Over the past 10 years, SPFZX has underperformed FBGRX with an annualized return of 15.06%, while FBGRX has yielded a comparatively higher 16.86% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SPFZX has a 0.75% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Focused Growth Fund (SPFZX) 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 SPFZX Sharpe Ratio is 0.58, which is higher than the FBGRX Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of SPFZX 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.

SPFZX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 6.17%.

The maximum SPFZX drawdown since its inception was -62.15%, which is greater than FBGRX's maximum drawdown of -58.02%. Use the drawdown chart below to compare losses from any high point for SPFZX and FBGRX.

The current volatility for PGIM Jennison Focused Growth Fund (SPFZX) is 5.57%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.52%. This indicates that SPFZX 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.