FOCKX vs. VWENX
Compare and contrast key facts about Fidelity OTC Portfolio Class K (FOCKX) and Vanguard Wellington Fund Admiral Shares (VWENX).
FOCKX is managed by Fidelity. It was launched on May 9, 2008. VWENX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOCKX or VWENX.
Key characteristics
| FOCKX | VWENX | |
|---|---|---|
| YTD Return | 18.54% | 15.88% |
| 1Y Return | 24.85% | 22.27% |
| 3Y Return (Ann) | 1.79% | 0.73% |
| 5Y Return (Ann) | 12.32% | 4.63% |
| 10Y Return (Ann) | 11.44% | 4.41% |
| Sharpe Ratio | 1.33 | 2.87 |
| Sortino Ratio | 1.69 | 4.00 |
| Omega Ratio | 1.27 | 1.54 |
| Calmar Ratio | 1.31 | 1.33 |
| Martin Ratio | 3.87 | 20.10 |
| Ulcer Index | 7.05% | 1.20% |
| Daily Std Dev | 20.53% | 8.44% |
| Max Drawdown | -53.34% | -38.68% |
| Current Drawdown | -9.72% | -0.53% |
Correlation
The correlation between FOCKX and VWENX is 0.81, 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. VWENX - Performance Comparison
In the year-to-date period, FOCKX achieves a 18.54% return, which is significantly higher than VWENX's 15.88% return. Over the past 10 years, FOCKX has outperformed VWENX with an annualized return of 11.44%, while VWENX has yielded a comparatively lower 4.41% annualized return. 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. VWENX - Expense Ratio Comparison
FOCKX has a 0.73% expense ratio, which is higher than VWENX's 0.16% expense ratio.
Risk-Adjusted Performance
FOCKX vs. VWENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio Class K (FOCKX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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. VWENX - Dividend Comparison
FOCKX's dividend yield for the trailing twelve months is around 0.08%, less than VWENX's 5.46% 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% |
VWENX Vanguard Wellington Fund Admiral Shares | 5.46% | 6.08% | 2.34% | 1.79% | 2.15% | 2.61% | 3.10% | 2.53% | 2.64% | 2.81% | 2.63% | 2.58% |
Drawdowns
FOCKX vs. VWENX - Drawdown Comparison
The maximum FOCKX drawdown since its inception was -53.34%, which is greater than VWENX's maximum drawdown of -38.68%. Use the drawdown chart below to compare losses from any high point for FOCKX and VWENX. For additional features, visit the drawdowns tool.
Volatility
FOCKX vs. VWENX - Volatility Comparison
Fidelity OTC Portfolio Class K (FOCKX) has a higher volatility of 4.91% compared to Vanguard Wellington Fund Admiral Shares (VWENX) at 2.65%. This indicates that FOCKX's price experiences larger fluctuations and is considered to be riskier than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.