BFOCX vs. FDGRX

In the year-to-date period, BFOCX achieves a -0.30% return, which is significantly higher than FDGRX's -1.34% return. Over the past 10 years, BFOCX has outperformed FDGRX with an annualized return of 22.79%, while FDGRX has yielded a comparatively lower 12.32% annualized return.

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BFOCX has a 1.94% expense ratio, which is higher than FDGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and Fidelity Growth Company Fund (FDGRX). 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.

The current BFOCX Sharpe Ratio is 1.82, which is higher than the FDGRX Sharpe Ratio of 1.09. The chart below compares the historical Sharpe Ratios of BFOCX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither BFOCX nor FDGRX has paid dividends to shareholders.

The maximum BFOCX drawdown since its inception was -95.80%, which is greater than FDGRX's maximum drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for BFOCX and FDGRX. For additional features, visit the drawdowns tool.

Berkshire Focus Fund (BFOCX) has a higher volatility of 11.29% compared to Fidelity Growth Company Fund (FDGRX) at 9.92%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.