TGVFX vs. FBGRX
Compare and contrast key facts about Touchstone Growth Opportunities Fund (TGVFX) and Fidelity Blue Chip Growth Fund (FBGRX).
TGVFX is managed by Touchstone. It was launched on Sep 29, 1995. 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: TGVFX or FBGRX.
Key characteristics
| TGVFX | FBGRX | |
|---|---|---|
| YTD Return | 20.00% | 23.93% |
| 1Y Return | 33.03% | 38.27% |
| 3Y Return (Ann) | 8.63% | 6.93% |
| 5Y Return (Ann) | 17.44% | 21.36% |
| 10Y Return (Ann) | 12.46% | 17.09% |
| Sharpe Ratio | 1.94 | 1.91 |
| Daily Std Dev | 16.75% | 19.87% |
| Max Drawdown | -69.41% | -57.42% |
| Current Drawdown | -3.17% | -6.37% |
Correlation
The correlation between TGVFX and FBGRX is 0.92, 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
TGVFX vs. FBGRX - Performance Comparison
In the year-to-date period, TGVFX achieves a 20.00% return, which is significantly lower than FBGRX's 23.93% return. Over the past 10 years, TGVFX has underperformed FBGRX with an annualized return of 12.46%, 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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TGVFX vs. FBGRX - Expense Ratio Comparison
TGVFX has a 1.25% expense ratio, which is higher than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
TGVFX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Growth Opportunities Fund (TGVFX) 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
TGVFX vs. FBGRX - Dividend Comparison
TGVFX's dividend yield for the trailing twelve months is around 2.22%, less than FBGRX's 5.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGVFX Touchstone Growth Opportunities Fund | 2.22% | 2.66% | 2.40% | 17.21% | 10.29% | 17.22% | 11.32% | 9.98% | 3.67% | 0.00% | 12.48% | 4.23% |
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
TGVFX vs. FBGRX - Drawdown Comparison
The maximum TGVFX drawdown since its inception was -69.41%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for TGVFX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
TGVFX vs. FBGRX - Volatility Comparison
The current volatility for Touchstone Growth Opportunities Fund (TGVFX) is 5.66%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.64%. This indicates that TGVFX 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.