FOCKX vs. RWMGX
Compare and contrast key facts about Fidelity OTC Portfolio Class K (FOCKX) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX).
FOCKX is managed by Fidelity. It was launched on May 9, 2008. RWMGX is managed by American Funds.
Performance
FOCKX vs. RWMGX - Performance Comparison
Loading graphics...
FOCKX vs. RWMGX - 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% |
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | -5.21% | 17.56% | 19.35% | 17.58% | -8.17% | 28.84% | 8.02% | 25.78% | -5.91% | 20.38% |
Returns By Period
In the year-to-date period, FOCKX achieves a -7.76% return, which is significantly lower than RWMGX's -5.21% return. Over the past 10 years, FOCKX has outperformed RWMGX with an annualized return of 19.31%, while RWMGX has yielded a comparatively lower 12.20% 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%
RWMGX
- 1D
- -0.05%
- 1M
- -7.89%
- YTD
- -5.21%
- 6M
- -3.00%
- 1Y
- 11.02%
- 3Y*
- 15.63%
- 5Y*
- 11.24%
- 10Y*
- 12.20%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FOCKX vs. RWMGX - Expense Ratio Comparison
FOCKX has a 0.73% expense ratio, which is higher than RWMGX's 0.27% expense ratio.
Return for Risk
FOCKX vs. RWMGX — Risk / Return Rank
FOCKX
RWMGX
FOCKX vs. RWMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio Class K (FOCKX) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX). 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 | RWMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.78 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.22 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.18 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.00 | +0.67 |
Martin ratioReturn relative to average drawdown | 7.07 | 4.52 | +2.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FOCKX | RWMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.78 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.80 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 0.75 | -0.68 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.78 | -0.71 |
Correlation
The correlation between FOCKX and RWMGX is 0.78, 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. RWMGX - Dividend Comparison
FOCKX's dividend yield for the trailing twelve months is around 8.19%, less than RWMGX's 10.98% 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% |
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 10.98% | 10.36% | 10.36% | 6.42% | 6.63% | 6.33% | 3.35% | 6.91% | 4.67% | 7.52% | 6.66% | 6.55% |
Drawdowns
FOCKX vs. RWMGX - Drawdown Comparison
The maximum FOCKX drawdown since its inception was -90.14%, which is greater than RWMGX's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for FOCKX and RWMGX.
Loading graphics...
Drawdown Indicators
| FOCKX | RWMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.14% | -34.64% | -55.50% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -10.36% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -36.97% | -18.46% | -18.51% |
Max Drawdown (10Y)Largest decline over 10 years | -90.14% | -34.64% | -55.50% |
Current DrawdownCurrent decline from peak | -11.28% | -8.35% | -2.93% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -3.14% | -5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.29% | +0.94% |
Volatility
FOCKX vs. RWMGX - Volatility Comparison
Fidelity OTC Portfolio Class K (FOCKX) has a higher volatility of 6.63% compared to American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) at 3.58%. This indicates that FOCKX's price experiences larger fluctuations and is considered to be riskier than RWMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FOCKX | RWMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 3.58% | +3.05% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 7.98% | +5.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.78% | 15.18% | +7.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.54% | 14.09% | +8.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 288.89% | 16.31% | +272.58% |