FOCPX vs. ADX
Compare and contrast key facts about Fidelity OTC Portfolio (FOCPX) and Adams Diversified Equity Fund, Inc. (ADX).
FOCPX is managed by Fidelity. It was launched on Dec 31, 1984. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
FOCPX vs. ADX - Performance Comparison
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FOCPX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | -7.78% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
ADX Adams Diversified Equity Fund, Inc. | -4.23% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, FOCPX achieves a -7.78% return, which is significantly lower than ADX's -4.23% return. Over the past 10 years, FOCPX has outperformed ADX with an annualized return of 19.21%, while ADX has yielded a comparatively lower 16.41% annualized return.
FOCPX
- 1D
- -1.28%
- 1M
- -8.65%
- YTD
- -7.78%
- 6M
- -2.82%
- 1Y
- 26.95%
- 3Y*
- 24.73%
- 5Y*
- 12.88%
- 10Y*
- 19.21%
ADX
- 1D
- 4.04%
- 1M
- -5.48%
- YTD
- -4.23%
- 6M
- 2.17%
- 1Y
- 25.55%
- 3Y*
- 23.81%
- 5Y*
- 14.65%
- 10Y*
- 16.41%
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FOCPX vs. ADX - Expense Ratio Comparison
FOCPX has a 0.80% expense ratio, which is higher than ADX's 0.59% expense ratio.
Return for Risk
FOCPX vs. ADX — Risk / Return Rank
FOCPX
ADX
FOCPX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio (FOCPX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| FOCPX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.38 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.76 | 2.06 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.29 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 2.33 | -0.46 |
Martin ratioReturn relative to average drawdown | 7.78 | 10.84 | -3.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FOCPX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.38 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.86 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.92 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.09 | +0.53 |
Correlation
The correlation between FOCPX and ADX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FOCPX vs. ADX - Dividend Comparison
FOCPX's dividend yield for the trailing twelve months is around 8.43%, which matches ADX's 8.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | 8.43% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
ADX Adams Diversified Equity Fund, Inc. | 8.45% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
FOCPX vs. ADX - Drawdown Comparison
The maximum FOCPX drawdown since its inception was -70.25%, roughly equal to the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for FOCPX and ADX.
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Drawdown Indicators
| FOCPX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.25% | -71.60% | +1.35% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -11.12% | -1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -37.05% | -25.07% | -11.98% |
Max Drawdown (10Y)Largest decline over 10 years | -37.05% | -37.17% | +0.12% |
Current DrawdownCurrent decline from peak | -11.29% | -6.53% | -4.76% |
Average DrawdownAverage peak-to-trough decline | -17.08% | -23.22% | +6.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.39% | +0.63% |
Volatility
FOCPX vs. ADX - Volatility Comparison
Fidelity OTC Portfolio (FOCPX) has a higher volatility of 6.63% compared to Adams Diversified Equity Fund, Inc. (ADX) at 6.18%. This indicates that FOCPX's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FOCPX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 6.18% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 10.53% | +2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 18.63% | +4.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.52% | 17.20% | +5.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.32% | 17.95% | +4.37% |