FOCKX vs. VSEQX

In the year-to-date period, FOCKX achieves a -20.01% return, which is significantly lower than VSEQX's -15.66% return. Over the past 10 years, FOCKX has outperformed VSEQX with an annualized return of 8.20%, while VSEQX has yielded a comparatively lower 0.28% annualized return.

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FOCKX has a 0.73% expense ratio, which is higher than VSEQX's 0.17% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio Class K (FOCKX) and Vanguard Strategic Equity Fund (VSEQX). 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 -0.70, which is comparable to the VSEQX Sharpe Ratio of -0.75. The chart below compares the historical Sharpe Ratios of FOCKX and VSEQX, 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 VSEQX's 1.52% yield.

The maximum FOCKX drawdown since its inception was -53.34%, smaller than the maximum VSEQX drawdown of -67.44%. Use the drawdown chart below to compare losses from any high point for FOCKX and VSEQX. For additional features, visit the drawdowns tool.

Fidelity OTC Portfolio Class K (FOCKX) and Vanguard Strategic Equity Fund (VSEQX) have volatilities of 10.77% and 10.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.