FOCPX vs. AVFIX
Compare and contrast key facts about Fidelity OTC Portfolio (FOCPX) and American Beacon Small Cap Value Fund (AVFIX).
FOCPX is managed by Fidelity. It was launched on Dec 31, 1984. AVFIX is managed by American Beacon. It was launched on Dec 31, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOCPX or AVFIX.
Correlation
The correlation between FOCPX and AVFIX is 0.76, 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
FOCPX vs. AVFIX - Performance Comparison
Key characteristics
FOCPX:
-0.23
AVFIX:
-0.92
FOCPX:
-0.16
AVFIX:
-1.18
FOCPX:
0.98
AVFIX:
0.85
FOCPX:
-0.22
AVFIX:
-0.56
FOCPX:
-0.81
AVFIX:
-2.08
FOCPX:
6.35%
AVFIX:
9.79%
FOCPX:
22.39%
AVFIX:
22.17%
FOCPX:
-69.01%
AVFIX:
-66.16%
FOCPX:
-23.62%
AVFIX:
-36.15%
Returns By Period
In the year-to-date period, FOCPX achieves a -20.03% return, which is significantly lower than AVFIX's -18.58% return. Over the past 10 years, FOCPX has outperformed AVFIX with an annualized return of 14.57%, while AVFIX has yielded a comparatively lower -1.49% annualized return.
FOCPX
-20.03%
-16.93%
-13.46%
-3.72%
18.31%
14.57%
AVFIX
-18.58%
-13.79%
-24.19%
-19.71%
9.42%
-1.49%
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FOCPX vs. AVFIX - Expense Ratio Comparison
FOCPX has a 0.80% expense ratio, which is lower than AVFIX's 0.81% expense ratio.
Risk-Adjusted Performance
FOCPX vs. AVFIX — Risk-Adjusted Performance Rank
FOCPX
AVFIX
FOCPX vs. AVFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio (FOCPX) and American Beacon Small Cap Value Fund (AVFIX). 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
FOCPX vs. AVFIX - Dividend Comparison
FOCPX's dividend yield for the trailing twelve months is around 17.02%, more than AVFIX's 2.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | 17.02% | 13.61% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% |
AVFIX American Beacon Small Cap Value Fund | 2.00% | 1.63% | 1.52% | 1.80% | 0.85% | 0.88% | 1.18% | 0.91% | 0.56% | 0.81% | 0.89% | 0.77% |
Drawdowns
FOCPX vs. AVFIX - Drawdown Comparison
The maximum FOCPX drawdown since its inception was -69.01%, roughly equal to the maximum AVFIX drawdown of -66.16%. Use the drawdown chart below to compare losses from any high point for FOCPX and AVFIX. For additional features, visit the drawdowns tool.
Volatility
FOCPX vs. AVFIX - Volatility Comparison
Fidelity OTC Portfolio (FOCPX) and American Beacon Small Cap Value Fund (AVFIX) have volatilities of 10.75% and 10.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.