FMILX vs. FOCPX

In the year-to-date period, FMILX achieves a -0.64% return, which is significantly higher than FOCPX's -4.47% return. Over the past 10 years, FMILX has underperformed FOCPX with an annualized return of 4.86%, while FOCPX has yielded a comparatively higher 16.26% annualized return.

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FMILX has a 0.59% expense ratio, which is lower than FOCPX's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity New Millennium Fund (FMILX) 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 FMILX Sharpe Ratio is 0.29, which is comparable to the FOCPX Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of FMILX 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.

FMILX's dividend yield for the trailing twelve months is around 0.20%, less than FOCPX's 14.25% yield.

The maximum FMILX drawdown since its inception was -56.03%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for FMILX and FOCPX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity New Millennium Fund (FMILX) is 4.62%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 5.67%. This indicates that FMILX 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.