FMAGX vs. EFCNX
Compare and contrast key facts about Fidelity Magellan Fund (FMAGX) and Emerald Insights Fund (EFCNX).
FMAGX is managed by Fidelity. It was launched on May 2, 1963. EFCNX is managed by Emerald. It was launched on Aug 1, 2014.
Performance
FMAGX vs. EFCNX - Performance Comparison
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Returns By Period
Over the past 10 years, FMAGX has underperformed EFCNX with an annualized return of 13.78%, while EFCNX has yielded a comparatively higher 16.82% annualized return.
FMAGX
- 1D
- 0.36%
- 1M
- -4.77%
- YTD
- -6.42%
- 6M
- -8.91%
- 1Y
- 27.06%
- 3Y*
- 18.91%
- 5Y*
- 10.59%
- 10Y*
- 13.78%
EFCNX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 64.05%
- 3Y*
- 25.41%
- 5Y*
- 11.21%
- 10Y*
- 16.82%
FMAGX vs. EFCNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMAGX Fidelity Magellan Fund | -6.42% | 16.27% | 28.06% | 31.04% | -27.18% | 27.08% | 28.34% | 31.26% | -5.70% | 26.49% |
EFCNX Emerald Insights Fund | 0.00% | 28.71% | 25.88% | 40.82% | -31.09% | 22.95% | 49.60% | 36.32% | -9.88% | 22.52% |
Correlation
The correlation between FMAGX and EFCNX is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
FMAGX vs. EFCNX - Expense Ratio Comparison
FMAGX has a 0.68% expense ratio, which is lower than EFCNX's 1.40% expense ratio.
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Return for Risk
FMAGX vs. EFCNX — Risk / Return Rank
FMAGX
EFCNX
FMAGX vs. EFCNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Magellan Fund (FMAGX) and Emerald Insights Fund (EFCNX). 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.
| FMAGX | EFCNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 2.28 | -1.61 |
Sortino ratioReturn per unit of downside risk | 1.13 | 3.23 | -2.10 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.80 | -0.64 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.87 | +0.18 |
Martin ratioReturn relative to average drawdown | 3.63 | 3.17 | +0.46 |
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
| FMAGX | EFCNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 2.28 | -1.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.50 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.75 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.63 | -0.08 |
Drawdowns
FMAGX vs. EFCNX - Drawdown Comparison
The maximum FMAGX drawdown since its inception was -71.14%, which is greater than EFCNX's maximum drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for FMAGX and EFCNX.
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Drawdown Indicators
| FMAGX | EFCNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.14% | -38.34% | -32.80% |
Max Drawdown (1Y)Largest decline over 1 year | -14.00% | -7.06% | -6.94% |
Max Drawdown (5Y)Largest decline over 5 years | -33.13% | -38.34% | +5.21% |
Max Drawdown (10Y)Largest decline over 10 years | -33.13% | -38.34% | +5.21% |
Current DrawdownCurrent decline from peak | -10.08% | 0.00% | -10.08% |
Average DrawdownAverage peak-to-trough decline | -15.00% | -8.74% | -6.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.05% | 7.12% | -3.07% |
Volatility
FMAGX vs. EFCNX - Volatility Comparison
Fidelity Magellan Fund (FMAGX) has a higher volatility of 6.21% compared to Emerald Insights Fund (EFCNX) at 0.00%. This indicates that FMAGX's price experiences larger fluctuations and is considered to be riskier than EFCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMAGX | EFCNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 0.00% | +6.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.17% | 4.57% | +6.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.64% | 22.11% | -1.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.05% | 23.11% | -3.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 22.84% | -2.75% |
Dividends
FMAGX vs. EFCNX - Dividend Comparison
FMAGX's dividend yield for the trailing twelve months is around 14.85%, more than EFCNX's 8.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMAGX Fidelity Magellan Fund | 14.85% | 13.90% | 6.12% | 11.72% | 5.02% | 7.01% | 0.30% | 14.93% | 10.83% | 9.64% | 2.92% | 7.60% |
EFCNX Emerald Insights Fund | 8.50% | 8.50% | 1.27% | 0.00% | 5.41% | 15.80% | 9.41% | 0.04% | 27.51% | 0.00% | 0.00% | 0.00% |