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.
Performance
FDGRX vs. FOCPX - Performance Comparison
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FDGRX vs. FOCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDGRX Fidelity Growth Company Fund | -6.86% | 18.54% | 37.18% | 47.25% | -33.86% | 22.57% | 67.42% | 38.40% | -4.14% | 36.76% |
FOCPX Fidelity OTC Portfolio | -7.78% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
Returns By Period
In the year-to-date period, FDGRX achieves a -6.86% return, which is significantly higher than FOCPX's -7.78% return. Both investments have delivered pretty close results over the past 10 years, with FDGRX having a 19.82% annualized return and FOCPX not far behind at 19.21%.
FDGRX
- 1D
- -1.22%
- 1M
- -8.22%
- YTD
- -6.86%
- 6M
- -6.92%
- 1Y
- 26.32%
- 3Y*
- 24.11%
- 5Y*
- 12.04%
- 10Y*
- 19.82%
FOCPX
- 1D
- -1.28%
- 1M
- -8.65%
- YTD
- -7.78%
- 6M
- -2.82%
- 1Y
- 26.95%
- 3Y*
- 24.73%
- 5Y*
- 12.88%
- 10Y*
- 19.21%
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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.
Return for Risk
FDGRX vs. FOCPX — Risk / Return Rank
FDGRX
FOCPX
FDGRX vs. FOCPX - Risk-Adjusted Trends 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.
| FDGRX | FOCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.20 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.76 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.25 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.88 | -0.39 |
Martin ratioReturn relative to average drawdown | 5.49 | 7.78 | -2.30 |
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
| FDGRX | FOCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.20 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.58 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.86 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.62 | +0.04 |
Correlation
The correlation between FDGRX and FOCPX is 0.94, 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
FDGRX vs. FOCPX - Dividend Comparison
FDGRX has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 8.43%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FOCPX Fidelity OTC Portfolio | 8.43% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
Drawdowns
FDGRX vs. FOCPX - Drawdown Comparison
The maximum FDGRX drawdown since its inception was -71.62%, roughly equal to the maximum FOCPX drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for FDGRX and FOCPX.
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Drawdown Indicators
| FDGRX | FOCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.62% | -70.25% | -1.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -12.53% | -0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -40.25% | -37.05% | -3.20% |
Max Drawdown (10Y)Largest decline over 10 years | -40.25% | -37.05% | -3.20% |
Current DrawdownCurrent decline from peak | -12.60% | -11.29% | -1.31% |
Average DrawdownAverage peak-to-trough decline | -15.97% | -17.08% | +1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 3.02% | +0.87% |
Volatility
FDGRX vs. FOCPX - Volatility Comparison
Fidelity Growth Company Fund (FDGRX) and Fidelity OTC Portfolio (FOCPX) have volatilities of 6.72% and 6.63%, 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.
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Volatility by Period
| FDGRX | FOCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 6.63% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 14.66% | 13.49% | +1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.34% | 22.69% | +1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.90% | 22.52% | +1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.29% | 22.32% | +0.97% |