FDGRX vs. FOCPX

In the year-to-date period, FDGRX achieves a -6.79% return, which is significantly lower than FOCPX's -6.33% return. Over the past 10 years, FDGRX has underperformed FOCPX with an annualized return of 11.00%, while FOCPX has yielded a comparatively higher 16.46% annualized return.

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FDGRX has a 0.79% expense ratio, which is lower than FOCPX's 0.80% expense ratio.

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.

The current FDGRX Sharpe Ratio is 0.07, which is lower than the FOCPX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of FDGRX and FOCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDGRX has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 14.53%.

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.

Fidelity Growth Company Fund (FDGRX) has a higher volatility of 9.23% compared to Fidelity OTC Portfolio (FOCPX) at 8.78%. This indicates that FDGRX's price experiences larger fluctuations and is considered to be riskier than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.