FDGRX vs. FOCPX
Compare and contrast key facts about Fidelity Growth Company Fund (FDGRX) and Fidelity OTC Portfolio (FOCPX).
FDGRX is managed by Fidelity. 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: FDGRX or FOCPX.
Correlation
The correlation between FDGRX and FOCPX is 0.92, 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
FDGRX vs. FOCPX - Performance Comparison
Key characteristics
FDGRX:
1.86
FOCPX:
2.07
FDGRX:
2.44
FOCPX:
2.67
FDGRX:
1.33
FOCPX:
1.37
FDGRX:
1.30
FOCPX:
2.64
FDGRX:
9.42
FOCPX:
8.42
FDGRX:
3.89%
FOCPX:
4.56%
FDGRX:
19.75%
FOCPX:
18.60%
FDGRX:
-71.50%
FOCPX:
-69.01%
FDGRX:
-2.37%
FOCPX:
-2.51%
Returns By Period
In the year-to-date period, FDGRX achieves a 39.38% return, which is significantly higher than FOCPX's 36.37% return. Over the past 10 years, FDGRX has underperformed FOCPX with an annualized return of 13.41%, while FOCPX has yielded a comparatively higher 17.84% annualized return.
FDGRX
39.38%
3.80%
11.03%
34.90%
15.04%
13.41%
FOCPX
36.37%
4.86%
9.64%
36.75%
19.50%
17.84%
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FDGRX vs. FOCPX - Expense Ratio Comparison
FDGRX has a 0.79% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Risk-Adjusted Performance
FDGRX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) 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.
Dividends
FDGRX vs. FOCPX - Dividend Comparison
FDGRX has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 13.44%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGRX Fidelity Growth Company Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 3.92% | 4.03% | 7.12% |
FOCPX Fidelity OTC Portfolio | 13.44% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% | 13.54% |
Drawdowns
FDGRX vs. FOCPX - Drawdown Comparison
The maximum FDGRX drawdown since its inception was -71.50%, roughly equal to the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for FDGRX and FOCPX. For additional features, visit the drawdowns tool.
Volatility
FDGRX vs. FOCPX - Volatility Comparison
Fidelity Growth Company Fund (FDGRX) and Fidelity OTC Portfolio (FOCPX) have volatilities of 5.25% and 5.20%, 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.