AMAEX vs. ONEQ
Compare and contrast key facts about American Century Small Cap Dividend Fund (AMAEX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ).
AMAEX is managed by American Century Investments. It was launched on Apr 4, 2022. ONEQ is a passively managed fund by Fidelity that tracks the performance of the NASDAQ Composite Index. It was launched on Sep 25, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMAEX or ONEQ.
Correlation
The correlation between AMAEX and ONEQ is 0.62, 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
AMAEX vs. ONEQ - Performance Comparison
Key characteristics
AMAEX:
1.07
ONEQ:
1.41
AMAEX:
1.64
ONEQ:
1.91
AMAEX:
1.20
ONEQ:
1.25
AMAEX:
2.18
ONEQ:
1.96
AMAEX:
5.36
ONEQ:
7.12
AMAEX:
3.44%
ONEQ:
3.64%
AMAEX:
17.21%
ONEQ:
18.37%
AMAEX:
-19.72%
ONEQ:
-55.09%
AMAEX:
-4.69%
ONEQ:
-3.19%
Returns By Period
In the year-to-date period, AMAEX achieves a 1.86% return, which is significantly higher than ONEQ's 1.10% return.
AMAEX
1.86%
2.15%
8.87%
16.93%
N/A
N/A
ONEQ
1.10%
0.26%
16.90%
24.39%
16.67%
16.30%
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AMAEX vs. ONEQ - Expense Ratio Comparison
AMAEX has a 1.13% expense ratio, which is higher than ONEQ's 0.21% expense ratio.
Risk-Adjusted Performance
AMAEX vs. ONEQ — Risk-Adjusted Performance Rank
AMAEX
ONEQ
AMAEX vs. ONEQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Small Cap Dividend Fund (AMAEX) and Fidelity NASDAQ Composite Index Tracking Stock (ONEQ). 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
AMAEX vs. ONEQ - Dividend Comparison
AMAEX's dividend yield for the trailing twelve months is around 1.10%, more than ONEQ's 0.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMAEX American Century Small Cap Dividend Fund | 1.10% | 1.12% | 1.99% | 1.97% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ONEQ Fidelity NASDAQ Composite Index Tracking Stock | 0.65% | 0.65% | 0.71% | 0.97% | 0.54% | 0.71% | 1.64% | 1.08% | 0.84% | 1.12% | 1.04% | 1.19% |
Drawdowns
AMAEX vs. ONEQ - Drawdown Comparison
The maximum AMAEX drawdown since its inception was -19.72%, smaller than the maximum ONEQ drawdown of -55.09%. Use the drawdown chart below to compare losses from any high point for AMAEX and ONEQ. For additional features, visit the drawdowns tool.
Volatility
AMAEX vs. ONEQ - Volatility Comparison
The current volatility for American Century Small Cap Dividend Fund (AMAEX) is 4.55%, while Fidelity NASDAQ Composite Index Tracking Stock (ONEQ) has a volatility of 5.98%. This indicates that AMAEX experiences smaller price fluctuations and is considered to be less risky than ONEQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.