FOCPX vs. AGTHX
Compare and contrast key facts about Fidelity OTC Portfolio (FOCPX) and American Funds The Growth Fund of America Class A (AGTHX).
FOCPX is managed by Fidelity. It was launched on Dec 31, 1984. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOCPX or AGTHX.
Performance
FOCPX vs. AGTHX - Performance Comparison
Returns By Period
In the year-to-date period, FOCPX achieves a 27.99% return, which is significantly higher than AGTHX's 26.49% return. Over the past 10 years, FOCPX has outperformed AGTHX with an annualized return of 17.31%, while AGTHX has yielded a comparatively lower 13.40% annualized return.
FOCPX
27.99%
1.15%
9.90%
34.61%
19.16%
17.31%
AGTHX
26.49%
0.63%
11.64%
35.53%
14.94%
13.40%
Key characteristics
| FOCPX | AGTHX | |
|---|---|---|
| Sharpe Ratio | 1.92 | 2.38 |
| Sortino Ratio | 2.53 | 3.16 |
| Omega Ratio | 1.35 | 1.43 |
| Calmar Ratio | 2.40 | 1.95 |
| Martin Ratio | 7.68 | 15.40 |
| Ulcer Index | 4.54% | 2.33% |
| Daily Std Dev | 18.15% | 15.08% |
| Max Drawdown | -69.01% | -65.35% |
| Current Drawdown | -3.22% | -3.06% |
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FOCPX vs. AGTHX - Expense Ratio Comparison
FOCPX has a 0.80% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Correlation
The correlation between FOCPX and AGTHX is 0.86, 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.
Risk-Adjusted Performance
FOCPX vs. AGTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio (FOCPX) and American Funds The Growth Fund of America Class A (AGTHX). 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
FOCPX vs. AGTHX - Dividend Comparison
FOCPX's dividend yield for the trailing twelve months is around 10.73%, more than AGTHX's 5.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | 10.73% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% | 13.54% |
AGTHX American Funds The Growth Fund of America Class A | 5.38% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% | 6.71% |
Drawdowns
FOCPX vs. AGTHX - Drawdown Comparison
The maximum FOCPX drawdown since its inception was -69.01%, which is greater than AGTHX's maximum drawdown of -65.35%. Use the drawdown chart below to compare losses from any high point for FOCPX and AGTHX. For additional features, visit the drawdowns tool.
Volatility
FOCPX vs. AGTHX - Volatility Comparison
Fidelity OTC Portfolio (FOCPX) has a higher volatility of 5.63% compared to American Funds The Growth Fund of America Class A (AGTHX) at 4.78%. This indicates that FOCPX's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.