ANCIX vs. FXAIX
Compare and contrast key facts about Ancora MicroCap Fund (ANCIX) and Fidelity 500 Index Fund (FXAIX).
ANCIX is managed by Ancora. It was launched on Sep 2, 2008. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANCIX or FXAIX.
Key characteristics
| ANCIX | FXAIX | |
|---|---|---|
| YTD Return | -0.30% | 21.13% |
| 1Y Return | 6.31% | 32.96% |
| 3Y Return (Ann) | 2.71% | 8.44% |
| 5Y Return (Ann) | 11.66% | 15.05% |
| 10Y Return (Ann) | 4.86% | 13.02% |
| Sharpe Ratio | 0.43 | 2.83 |
| Sortino Ratio | 0.72 | 3.74 |
| Omega Ratio | 1.08 | 1.53 |
| Calmar Ratio | 0.59 | 4.05 |
| Martin Ratio | 1.35 | 18.37 |
| Ulcer Index | 5.30% | 1.86% |
| Daily Std Dev | 16.81% | 12.11% |
| Max Drawdown | -56.68% | -33.79% |
| Current Drawdown | -9.05% | -2.56% |
Correlation
The correlation between ANCIX and FXAIX is 0.70, 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
ANCIX vs. FXAIX - Performance Comparison
In the year-to-date period, ANCIX achieves a -0.30% return, which is significantly lower than FXAIX's 21.13% return. Over the past 10 years, ANCIX has underperformed FXAIX with an annualized return of 4.86%, while FXAIX has yielded a comparatively higher 13.02% 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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ANCIX vs. FXAIX - Expense Ratio Comparison
ANCIX has a 1.74% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
ANCIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ancora MicroCap Fund (ANCIX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
ANCIX's dividend yield for the trailing twelve months is around 4.59%, more than FXAIX's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANCIX Ancora MicroCap Fund | 4.59% | 4.57% | 0.00% | 0.00% | 0.00% | 1.52% | 14.15% | 7.81% | 1.60% | 15.56% | 0.00% | 7.61% |
FXAIX Fidelity 500 Index Fund | 1.27% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
ANCIX vs. FXAIX - Drawdown Comparison
The maximum ANCIX drawdown since its inception was -56.68%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for ANCIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
ANCIX vs. FXAIX - Volatility Comparison
Ancora MicroCap Fund (ANCIX) has a higher volatility of 3.79% compared to Fidelity 500 Index Fund (FXAIX) at 3.10%. This indicates that ANCIX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.