FOCKX vs. VSEQX
Compare and contrast key facts about Fidelity OTC Portfolio Class K (FOCKX) and Vanguard Strategic Equity Fund (VSEQX).
FOCKX is managed by Fidelity. It was launched on May 9, 2008. VSEQX is managed by Vanguard. It was launched on Aug 14, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOCKX or VSEQX.
Key characteristics
| FOCKX | VSEQX | |
|---|---|---|
| YTD Return | 18.92% | 23.34% |
| 1Y Return | 27.68% | 43.59% |
| 3Y Return (Ann) | 1.90% | 8.67% |
| 5Y Return (Ann) | 12.61% | 14.28% |
| 10Y Return (Ann) | 11.48% | 11.00% |
| Sharpe Ratio | 1.33 | 2.60 |
| Sortino Ratio | 1.69 | 3.61 |
| Omega Ratio | 1.27 | 1.46 |
| Calmar Ratio | 1.26 | 3.93 |
| Martin Ratio | 3.89 | 15.57 |
| Ulcer Index | 7.03% | 2.77% |
| Daily Std Dev | 20.53% | 16.59% |
| Max Drawdown | -53.34% | -63.55% |
| Current Drawdown | -9.43% | -0.94% |
Correlation
The correlation between FOCKX and VSEQX is 0.82, 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. VSEQX - Performance Comparison
In the year-to-date period, FOCKX achieves a 18.92% return, which is significantly lower than VSEQX's 23.34% return. Both investments have delivered pretty close results over the past 10 years, with FOCKX having a 11.48% annualized return and VSEQX not far behind at 11.00%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FOCKX vs. VSEQX - Expense Ratio Comparison
FOCKX has a 0.73% expense ratio, which is higher than VSEQX's 0.17% expense ratio.
Risk-Adjusted Performance
FOCKX vs. VSEQX - Risk-Adjusted Performance Comparison
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.
Dividends
FOCKX vs. VSEQX - Dividend Comparison
FOCKX's dividend yield for the trailing twelve months is around 0.08%, less than VSEQX's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCKX Fidelity OTC Portfolio Class K | 0.08% | 0.09% | 0.00% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 4.65% | 12.92% | 13.66% |
VSEQX Vanguard Strategic Equity Fund | 1.22% | 1.51% | 1.49% | 1.36% | 1.32% | 1.33% | 1.45% | 1.35% | 1.57% | 1.79% | 1.10% | 1.20% |
Drawdowns
FOCKX vs. VSEQX - Drawdown Comparison
The maximum FOCKX drawdown since its inception was -53.34%, smaller than the maximum VSEQX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for FOCKX and VSEQX. For additional features, visit the drawdowns tool.
Volatility
FOCKX vs. VSEQX - Volatility Comparison
The current volatility for Fidelity OTC Portfolio Class K (FOCKX) is 5.00%, while Vanguard Strategic Equity Fund (VSEQX) has a volatility of 5.41%. This indicates that FOCKX experiences smaller price fluctuations and is considered to be less risky than VSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.