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FBGRX or SWPPX or USSPX
FBGRX vs SWPPX vs USSPX Comparison
Open Charts FBGRX vs SWPPX vs USSPX
Fidelity Blue Chip Growth
Price$234.29
Change-$2.38 (-1.01%)
VolumeN/A
Net Assets76.52B
Victory 500 Index Member
Price$77.37
Change-$0.15 (-0.19%)
VolumeN/A
Net Assets13.38B
FBGRX vs SWPPX vs USSPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SWPPX has more cash in the bank: 118B vs. FBGRX (76.5B) and USSPX (13.4B). SWPPX pays higher dividends than USSPX and FBGRX: SWPPX (1.16) vs USSPX (0.95) and FBGRX (0.21). FBGRX was incepted earlier than SWPPX and USSPX: FBGRX (38 years) vs SWPPX (28 years) and USSPX (29 years). FBGRX (0.47) is less costly to investors than USSPX (0.24) and SWPPX (0.02). FBGRX is a more actively managed with annual turnover of: 22.00 vs. USSPX (5.00) and SWPPX (2.00). FBGRX and SWPPX has a lower initial minimum investment than USSPX: FBGRX (0) and SWPPX (0) vs USSPX (3000). SWPPX annual gain was more profitable for investors over the last year : 14.53 vs. USSPX (12.18) and FBGRX (7.35). SWPPX return over 5 years is better than : 106.15 vs. USSPX (90.14) and FBGRX (82.19).
| FBGRX | SWPPX | USSPX | |
| Total Expense Ratio | 0.47 | 0.02 | 0.24 |
| Annual Report Gross Expense Ratio | 0.47 | 0.02 | 0.24 |
| Fund Existence | 38 years | 28 years | 29 years |
| Gain YTD | 3.706 | 5.639 | 5.765 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 0 | 0 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 76.5B | 118B | 13.4B |
| Annual Yield % from dividends | 0.21 | 1.16 | 0.95 |
| Returns for 1 year | 7.35 | 14.53 | 12.18 |
| Returns for 3 years | 101.35 | 66.04 | 61.70 |
| Returns for 5 years | 82.19 | 106.15 | 90.14 |
| Returns for 10 years | 224.18 | 208.68 | 183.17 |
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