Correlation
The correlation between FAOAX and FOCPX is 0.71, 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.
FAOAX vs. FOCPX
Compare and contrast key facts about Fidelity Advisor Overseas Fund Class A (FAOAX) and Fidelity OTC Portfolio (FOCPX).
FAOAX is managed by Fidelity. It was launched on Sep 3, 1996. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAOAX or FOCPX.
Performance
FAOAX vs. FOCPX - Performance Comparison
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Key characteristics
FAOAX:
0.81
FOCPX:
0.36
FAOAX:
1.11
FOCPX:
0.55
FAOAX:
1.15
FOCPX:
1.08
FAOAX:
0.93
FOCPX:
0.28
FAOAX:
2.70
FOCPX:
0.82
FAOAX:
4.82%
FOCPX:
8.56%
FAOAX:
17.94%
FOCPX:
25.81%
FAOAX:
-59.73%
FOCPX:
-69.01%
FAOAX:
-0.90%
FOCPX:
-8.90%
Returns By Period
In the year-to-date period, FAOAX achieves a 16.79% return, which is significantly higher than FOCPX's -4.61% return. Over the past 10 years, FAOAX has underperformed FOCPX with an annualized return of 6.38%, while FOCPX has yielded a comparatively higher 16.37% annualized return.
FAOAX
16.79%
5.31%
12.80%
13.35%
11.40%
10.47%
6.38%
FOCPX
-4.61%
6.00%
-1.95%
9.90%
18.61%
16.37%
16.37%
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FAOAX vs. FOCPX - Expense Ratio Comparison
FAOAX has a 1.43% expense ratio, which is higher than FOCPX's 0.80% expense ratio.
Risk-Adjusted Performance
FAOAX vs. FOCPX — Risk-Adjusted Performance Rank
FAOAX
FOCPX
FAOAX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Overseas Fund Class A (FAOAX) and Fidelity OTC Portfolio (FOCPX). 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.
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Dividends
FAOAX vs. FOCPX - Dividend Comparison
FAOAX's dividend yield for the trailing twelve months is around 1.14%, less than FOCPX's 14.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAOAX Fidelity Advisor Overseas Fund Class A | 1.14% | 1.33% | 0.74% | 0.38% | 2.12% | 0.00% | 1.37% | 4.64% | 3.64% | 1.07% | 0.38% | 0.09% |
FOCPX Fidelity OTC Portfolio | 14.27% | 13.61% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% |
Drawdowns
FAOAX vs. FOCPX - Drawdown Comparison
The maximum FAOAX drawdown since its inception was -59.73%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for FAOAX and FOCPX.
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Volatility
FAOAX vs. FOCPX - Volatility Comparison
The current volatility for Fidelity Advisor Overseas Fund Class A (FAOAX) is 3.25%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 5.57%. This indicates that FAOAX experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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