ANCIX vs. FLKSX
Compare and contrast key facts about Ancora MicroCap Fund (ANCIX) and Fidelity Low-Priced Stock K6 Fund (FLKSX).
ANCIX is managed by Ancora. It was launched on Sep 2, 2008. FLKSX is managed by T. Rowe Price. It was launched on May 26, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANCIX or FLKSX.
Key characteristics
| ANCIX | FLKSX | |
|---|---|---|
| YTD Return | 6.84% | 14.23% |
| 1Y Return | 15.01% | 27.02% |
| 3Y Return (Ann) | 3.97% | 7.60% |
| 5Y Return (Ann) | 11.92% | 12.50% |
| Sharpe Ratio | 0.91 | 2.25 |
| Sortino Ratio | 1.40 | 3.14 |
| Omega Ratio | 1.16 | 1.40 |
| Calmar Ratio | 1.27 | 3.89 |
| Martin Ratio | 2.80 | 13.32 |
| Ulcer Index | 5.55% | 2.12% |
| Daily Std Dev | 17.11% | 12.55% |
| Max Drawdown | -64.68% | -36.70% |
| Current Drawdown | -2.54% | 0.00% |
Correlation
The correlation between ANCIX and FLKSX is 0.78, 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
ANCIX vs. FLKSX - Performance Comparison
In the year-to-date period, ANCIX achieves a 6.84% return, which is significantly lower than FLKSX's 14.23% 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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ANCIX vs. FLKSX - Expense Ratio Comparison
ANCIX has a 1.74% expense ratio, which is higher than FLKSX's 0.50% expense ratio.
Risk-Adjusted Performance
ANCIX vs. FLKSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ancora MicroCap Fund (ANCIX) and Fidelity Low-Priced Stock K6 Fund (FLKSX). 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
ANCIX vs. FLKSX - Dividend Comparison
ANCIX's dividend yield for the trailing twelve months is around 1.22%, less than FLKSX's 2.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCIX Ancora MicroCap Fund | 1.22% | 1.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.21% | 0.00% | 0.00% | 7.61% |
FLKSX Fidelity Low-Priced Stock K6 Fund | 2.04% | 1.90% | 1.56% | 1.27% | 1.47% | 1.84% | 1.76% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ANCIX vs. FLKSX - Drawdown Comparison
The maximum ANCIX drawdown since its inception was -64.68%, which is greater than FLKSX's maximum drawdown of -36.70%. Use the drawdown chart below to compare losses from any high point for ANCIX and FLKSX. For additional features, visit the drawdowns tool.
Volatility
ANCIX vs. FLKSX - Volatility Comparison
Ancora MicroCap Fund (ANCIX) has a higher volatility of 5.48% compared to Fidelity Low-Priced Stock K6 Fund (FLKSX) at 4.10%. This indicates that ANCIX's price experiences larger fluctuations and is considered to be riskier than FLKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.