FOCKX vs. FOCPX
Compare and contrast key facts about Fidelity OTC Portfolio Class K (FOCKX) and Fidelity OTC Portfolio (FOCPX).
FOCKX is managed by Fidelity. It was launched on May 9, 2008. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOCKX or FOCPX.
Correlation
The correlation between FOCKX and FOCPX is 1.00, 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.
Performance
FOCKX vs. FOCPX - Performance Comparison
Key characteristics
FOCKX:
0.99
FOCPX:
2.07
FOCKX:
1.31
FOCPX:
2.67
FOCKX:
1.20
FOCPX:
1.37
FOCKX:
1.13
FOCPX:
2.64
FOCKX:
2.75
FOCPX:
8.42
FOCKX:
7.64%
FOCPX:
4.56%
FOCKX:
21.21%
FOCPX:
18.60%
FOCKX:
-53.34%
FOCPX:
-69.01%
FOCKX:
-9.23%
FOCPX:
-2.51%
Returns By Period
In the year-to-date period, FOCKX achieves a 19.18% return, which is significantly lower than FOCPX's 36.37% return. Over the past 10 years, FOCKX has underperformed FOCPX with an annualized return of 11.30%, while FOCPX has yielded a comparatively higher 17.84% annualized return.
FOCKX
19.18%
1.73%
-4.16%
19.57%
11.55%
11.30%
FOCPX
36.37%
4.86%
9.64%
36.75%
19.50%
17.84%
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FOCKX vs. FOCPX - Expense Ratio Comparison
FOCKX has a 0.73% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Risk-Adjusted Performance
FOCKX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio Class K (FOCKX) 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.
Dividends
FOCKX vs. FOCPX - Dividend Comparison
FOCKX has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 13.44%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 0.00% | 0.09% | 0.00% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 4.65% | 12.92% | 13.66% |
FOCPX Fidelity OTC Portfolio | 13.44% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% | 13.54% |
Drawdowns
FOCKX vs. FOCPX - Drawdown Comparison
The maximum FOCKX drawdown since its inception was -53.34%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for FOCKX and FOCPX. For additional features, visit the drawdowns tool.
Volatility
FOCKX vs. FOCPX - Volatility Comparison
Fidelity OTC Portfolio Class K (FOCKX) has a higher volatility of 6.00% compared to Fidelity OTC Portfolio (FOCPX) at 5.20%. This indicates that FOCKX's price experiences larger fluctuations and is considered to be riskier than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.