FOCKX vs. VPMAX
Compare and contrast key facts about Fidelity OTC Portfolio Class K (FOCKX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
FOCKX is managed by Fidelity. It was launched on May 9, 2008. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOCKX or VPMAX.
Correlation
The correlation between FOCKX and VPMAX is 0.88, 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. VPMAX - Performance Comparison
Key characteristics
FOCKX:
0.36
VPMAX:
0.20
FOCKX:
0.67
VPMAX:
0.42
FOCKX:
1.09
VPMAX:
1.06
FOCKX:
0.38
VPMAX:
0.20
FOCKX:
1.21
VPMAX:
0.76
FOCKX:
7.71%
VPMAX:
5.39%
FOCKX:
25.67%
VPMAX:
20.68%
FOCKX:
-53.34%
VPMAX:
-55.03%
FOCKX:
-16.55%
VPMAX:
-10.62%
Returns By Period
In the year-to-date period, FOCKX achieves a -12.61% return, which is significantly lower than VPMAX's -3.67% return. Over the past 10 years, FOCKX has outperformed VPMAX with an annualized return of 15.19%, while VPMAX has yielded a comparatively lower 8.98% annualized return.
FOCKX
-12.61%
-7.05%
-7.07%
7.51%
16.73%
15.19%
VPMAX
-3.67%
-4.69%
-5.59%
4.20%
14.79%
8.98%
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FOCKX vs. VPMAX - Expense Ratio Comparison
FOCKX has a 0.73% expense ratio, which is higher than VPMAX's 0.31% expense ratio.
Risk-Adjusted Performance
FOCKX vs. VPMAX — Risk-Adjusted Performance Rank
FOCKX
VPMAX
FOCKX vs. VPMAX - Risk-Adjusted Performance Comparison
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.
Dividends
FOCKX vs. VPMAX - Dividend Comparison
FOCKX's dividend yield for the trailing twelve months is around 15.25%, more than VPMAX's 1.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 15.25% | 13.33% | 0.09% | 3.97% | 11.34% | 6.18% | 7.49% | 7.81% | 4.85% | 3.25% | 4.65% | 12.92% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 1.08% | 1.04% | 1.17% | 1.31% | 0.79% | 1.12% | 1.29% | 1.36% | 1.08% | 1.37% | 1.20% | 1.32% |
Drawdowns
FOCKX vs. VPMAX - Drawdown Comparison
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.
Volatility
FOCKX vs. VPMAX - Volatility Comparison
Fidelity OTC Portfolio Class K (FOCKX) has a higher volatility of 16.15% compared to Vanguard PRIMECAP Fund Admiral Shares (VPMAX) at 14.79%. 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.