FOCKX vs. VPMAX

In the year-to-date period, FOCKX achieves a 1.00% return, which is significantly lower than VPMAX's 6.17% return. Over the past 10 years, FOCKX has outperformed VPMAX with an annualized return of 10.69%, while VPMAX has yielded a comparatively lower 9.97% annualized return.

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FOCKX has a 0.73% expense ratio, which is higher than VPMAX's 0.31% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio Class K (FOCKX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX). 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 0.54, which is lower than the VPMAX Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of FOCKX and VPMAX, 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 has not paid dividends to shareholders, while VPMAX's dividend yield for the trailing twelve months is around 0.98%.

The maximum FOCKX drawdown since its inception was -53.34%, roughly equal to the maximum VPMAX drawdown of -55.03%. Use the drawdown chart below to compare losses from any high point for FOCKX and VPMAX. For additional features, visit the drawdowns tool.

Fidelity OTC Portfolio Class K (FOCKX) has a higher volatility of 6.43% compared to Vanguard PRIMECAP Fund Admiral Shares (VPMAX) at 3.41%. This indicates that FOCKX's price experiences larger fluctuations and is considered to be riskier than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.