FOCKX vs. ADX
Compare and contrast key facts about Fidelity OTC Portfolio Class K (FOCKX) and Adams Diversified Equity Fund, Inc. (ADX).
FOCKX is managed by Fidelity. It was launched on May 9, 2008. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
FOCKX vs. ADX - Performance Comparison
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FOCKX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | -7.76% | 22.28% | 38.91% | 42.92% | -32.07% | 25.06% | 46.83% | 39.36% | -3.18% | 38.78% |
ADX Adams Diversified Equity Fund, Inc. | -4.23% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, FOCKX achieves a -7.76% return, which is significantly lower than ADX's -4.23% return. Over the past 10 years, FOCKX has outperformed ADX with an annualized return of 19.31%, while ADX has yielded a comparatively lower 16.41% annualized return.
FOCKX
- 1D
- -1.33%
- 1M
- -8.64%
- YTD
- -7.76%
- 6M
- -2.82%
- 1Y
- 27.02%
- 3Y*
- 24.78%
- 5Y*
- 12.96%
- 10Y*
- 19.31%
ADX
- 1D
- 4.04%
- 1M
- -5.48%
- YTD
- -4.23%
- 6M
- 2.17%
- 1Y
- 25.55%
- 3Y*
- 23.81%
- 5Y*
- 14.65%
- 10Y*
- 16.41%
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FOCKX vs. ADX - Expense Ratio Comparison
FOCKX has a 0.73% expense ratio, which is higher than ADX's 0.59% expense ratio.
Return for Risk
FOCKX vs. ADX — Risk / Return Rank
FOCKX
ADX
FOCKX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio Class K (FOCKX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| FOCKX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.38 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.76 | 2.06 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.29 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 2.33 | -0.67 |
Martin ratioReturn relative to average drawdown | 7.07 | 10.84 | -3.77 |
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
| FOCKX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.38 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.86 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 0.92 | -0.85 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.09 | -0.02 |
Correlation
The correlation between FOCKX and ADX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FOCKX vs. ADX - Dividend Comparison
FOCKX's dividend yield for the trailing twelve months is around 8.19%, less than ADX's 8.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 8.19% | 7.56% | 16.42% | 0.09% | 3.97% | 11.34% | 6.18% | 7.49% | 7.81% | 4.85% | 3.25% | 5.42% |
ADX Adams Diversified Equity Fund, Inc. | 8.45% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
FOCKX vs. ADX - Drawdown Comparison
The maximum FOCKX drawdown since its inception was -90.14%, which is greater than ADX's maximum drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for FOCKX and ADX.
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Drawdown Indicators
| FOCKX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.14% | -71.60% | -18.54% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -11.12% | -1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -36.97% | -25.07% | -11.90% |
Max Drawdown (10Y)Largest decline over 10 years | -90.14% | -37.17% | -52.97% |
Current DrawdownCurrent decline from peak | -11.28% | -6.53% | -4.75% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -23.22% | +14.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.39% | +0.84% |
Volatility
FOCKX vs. ADX - Volatility Comparison
Fidelity OTC Portfolio Class K (FOCKX) has a higher volatility of 6.63% compared to Adams Diversified Equity Fund, Inc. (ADX) at 6.18%. This indicates that FOCKX's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FOCKX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 6.18% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 10.53% | +3.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.78% | 18.63% | +4.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.54% | 17.20% | +5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 288.89% | 17.95% | +270.94% |