FIENX vs. FOCPX
Compare and contrast key facts about Fidelity International Enhanced Index Fund (FIENX) and Fidelity OTC Portfolio (FOCPX).
FIENX is managed by Fidelity. It was launched on Dec 20, 2007. 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: FIENX or FOCPX.
Key characteristics
| FIENX | FOCPX |
|---|
Correlation
The correlation between FIENX and FOCPX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIENX vs. FOCPX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIENX vs. FOCPX - Expense Ratio Comparison
FIENX has a 0.55% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Risk-Adjusted Performance
FIENX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Enhanced Index Fund (FIENX) 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
FIENX vs. FOCPX - Dividend Comparison
FIENX has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 10.85%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIENX Fidelity International Enhanced Index Fund | 1.39% | 7.66% | 2.41% | 2.72% | 1.64% | 3.00% | 2.37% | 1.64% | 2.44% | 1.03% | 3.00% | 2.63% |
FOCPX Fidelity OTC Portfolio | 10.85% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 4.64% | 12.91% | 13.60% |
Drawdowns
FIENX vs. FOCPX - Drawdown Comparison
Volatility
FIENX vs. FOCPX - Volatility Comparison
The current volatility for Fidelity International Enhanced Index Fund (FIENX) is 0.00%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 3.99%. This indicates that FIENX 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.