BFOCX vs. FDGRX
Compare and contrast key facts about Berkshire Focus Fund (BFOCX) and Fidelity Growth Company Fund (FDGRX).
BFOCX is managed by Berkshire. It was launched on Jun 30, 1997. FDGRX is managed by Fidelity.
Performance
BFOCX vs. FDGRX - Performance Comparison
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BFOCX vs. FDGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | -1.11% | 28.67% | 59.16% | 50.20% | -65.06% | -1.79% | 90.81% | 40.56% | 10.04% | 44.10% |
FDGRX Fidelity Growth Company Fund | -2.70% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
Returns By Period
In the year-to-date period, BFOCX achieves a -1.11% return, which is significantly higher than FDGRX's -2.70% return. Over the past 10 years, BFOCX has underperformed FDGRX with an annualized return of 16.87%, while FDGRX has yielded a comparatively higher 20.34% annualized return.
BFOCX
- 1D
- 6.92%
- 1M
- -1.41%
- YTD
- -1.11%
- 6M
- -6.40%
- 1Y
- 56.04%
- 3Y*
- 35.46%
- 5Y*
- 1.76%
- 10Y*
- 16.87%
FDGRX
- 1D
- 4.47%
- 1M
- -4.63%
- YTD
- -2.70%
- 6M
- -3.20%
- 1Y
- 31.14%
- 3Y*
- 25.93%
- 5Y*
- 12.63%
- 10Y*
- 20.34%
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BFOCX vs. FDGRX - Expense Ratio Comparison
BFOCX has a 1.94% expense ratio, which is higher than FDGRX's 0.79% expense ratio.
Return for Risk
BFOCX vs. FDGRX — Risk / Return Rank
BFOCX
FDGRX
BFOCX vs. FDGRX - Risk-Adjusted Trends Comparison
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.
| BFOCX | FDGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 1.31 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.88 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.27 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 3.21 | 2.12 | +1.09 |
Martin ratioReturn relative to average drawdown | 9.03 | 7.42 | +1.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BFOCX | FDGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.31 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.53 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.88 | -0.85 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.67 | -0.65 |
Correlation
The correlation between BFOCX and FDGRX is 0.87, 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.
Dividends
BFOCX vs. FDGRX - Dividend Comparison
Neither BFOCX nor FDGRX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.54% | 21.20% | 14.20% | 5.70% | 21.73% | 0.14% | 9.52% |
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 8.86% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.16% | 3.92% |
Drawdowns
BFOCX vs. FDGRX - Drawdown Comparison
The maximum BFOCX drawdown since its inception was -97.42%, which is greater than FDGRX's maximum drawdown of -71.62%. Use the drawdown chart below to compare losses from any high point for BFOCX and FDGRX.
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Drawdown Indicators
| BFOCX | FDGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.42% | -71.62% | -25.80% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -13.07% | -4.68% |
Max Drawdown (5Y)Largest decline over 5 years | -97.42% | -40.25% | -57.17% |
Max Drawdown (10Y)Largest decline over 10 years | -97.42% | -40.25% | -57.17% |
Current DrawdownCurrent decline from peak | -95.22% | -8.69% | -86.53% |
Average DrawdownAverage peak-to-trough decline | -61.72% | -15.97% | -45.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.30% | 3.74% | +2.56% |
Volatility
BFOCX vs. FDGRX - Volatility Comparison
Berkshire Focus Fund (BFOCX) has a higher volatility of 16.76% compared to Fidelity Growth Company Fund (FDGRX) at 8.21%. 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.
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Volatility by Period
| BFOCX | FDGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.76% | 8.21% | +8.55% |
Volatility (6M)Calculated over the trailing 6-month period | 29.67% | 15.30% | +14.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.19% | 24.68% | +17.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,099.58% | 23.97% | +1,075.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 777.66% | 23.33% | +754.33% |