TIGRX vs. FBGRX
Compare and contrast key facts about TIAA-CREF Growth & Income Fund (TIGRX) and Fidelity Blue Chip Growth Fund (FBGRX).
TIGRX is managed by TIAA Investments. It was launched on Jul 1, 1999. 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: TIGRX or FBGRX.
Key characteristics
| TIGRX | FBGRX | |
|---|---|---|
| YTD Return | 24.07% | 23.93% |
| 1Y Return | 34.39% | 38.27% |
| 3Y Return (Ann) | 11.00% | 6.93% |
| 5Y Return (Ann) | 14.69% | 21.36% |
| 10Y Return (Ann) | 12.17% | 17.09% |
| Sharpe Ratio | 2.57 | 1.91 |
| Daily Std Dev | 13.24% | 19.87% |
| Max Drawdown | -49.52% | -57.42% |
| Current Drawdown | -0.19% | -6.37% |
Correlation
The correlation between TIGRX 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
TIGRX vs. FBGRX - Performance Comparison
The year-to-date returns for both stocks are quite close, with TIGRX having a 24.07% return and FBGRX slightly lower at 23.93%. Over the past 10 years, TIGRX has underperformed FBGRX with an annualized return of 12.17%, 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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TIGRX vs. FBGRX - Expense Ratio Comparison
TIGRX has a 0.40% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
TIGRX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Growth & Income Fund (TIGRX) 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
TIGRX vs. FBGRX - Dividend Comparison
TIGRX's dividend yield for the trailing twelve months is around 19.73%, more than FBGRX's 5.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIGRX TIAA-CREF Growth & Income Fund | 19.73% | 24.27% | 9.52% | 19.80% | 7.44% | 1.44% | 9.98% | 4.81% | 3.06% | 8.41% | 10.31% | 12.09% |
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
TIGRX vs. FBGRX - Drawdown Comparison
The maximum TIGRX drawdown since its inception was -49.52%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for TIGRX and FBGRX. For additional features, visit the drawdowns tool.
Volatility
TIGRX vs. FBGRX - Volatility Comparison
The current volatility for TIAA-CREF Growth & Income Fund (TIGRX) is 4.47%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 6.64%. This indicates that TIGRX 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.