FOCKX vs. FBGKX

In the year-to-date period, FOCKX achieves a -11.57% return, which is significantly higher than FBGKX's -12.44% return. Over the past 10 years, FOCKX has underperformed FBGKX with an annualized return of 9.28%, while FBGKX has yielded a comparatively higher 11.58% annualized return.

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FOCKX has a 0.73% expense ratio, which is higher than FBGKX's 0.68% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio Class K (FOCKX) and Fidelity Blue Chip Growth Fund Class K (FBGKX). 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 FOCKX Sharpe Ratio is -0.18, which is lower than the FBGKX Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of FOCKX and FBGKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FOCKX's dividend yield for the trailing twelve months is around 0.01%, less than FBGKX's 0.37% yield.

The maximum FOCKX drawdown since its inception was -53.34%, which is greater than FBGKX's maximum drawdown of -48.63%. Use the drawdown chart below to compare losses from any high point for FOCKX and FBGKX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity OTC Portfolio Class K (FOCKX) is 16.21%, while Fidelity Blue Chip Growth Fund Class K (FBGKX) has a volatility of 18.29%. This indicates that FOCKX experiences smaller price fluctuations and is considered to be less risky than FBGKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.