FLVCX vs. BPTRX

In the year-to-date period, FLVCX achieves a 0.89% return, which is significantly higher than BPTRX's -5.63% return. Over the past 10 years, FLVCX has underperformed BPTRX with an annualized return of 9.91%, while BPTRX has yielded a comparatively higher 19.63% annualized return.

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FLVCX has a 0.74% expense ratio, which is lower than BPTRX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) and Baron Partners Fund (BPTRX). 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 FLVCX Sharpe Ratio is 0.36, which is lower than the BPTRX Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of FLVCX and BPTRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FLVCX's dividend yield for the trailing twelve months is around 14.41%, more than BPTRX's 0.81% yield.

The maximum FLVCX drawdown since its inception was -70.03%, which is greater than BPTRX's maximum drawdown of -65.32%. Use the drawdown chart below to compare losses from any high point for FLVCX and BPTRX.

Fidelity Leveraged Company Stock Fund (FLVCX) and Baron Partners Fund (BPTRX) have volatilities of 7.07% and 7.28%, 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.