FOCPX vs. AGTHX

In the year-to-date period, FOCPX achieves a -4.19% return, which is significantly lower than AGTHX's 3.22% return. Over the past 10 years, FOCPX has outperformed AGTHX with an annualized return of 16.39%, while AGTHX has yielded a comparatively lower 12.80% annualized return.

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FOCPX has a 0.80% expense ratio, which is higher than AGTHX's 0.61% expense ratio.

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.

The current FOCPX Sharpe Ratio is 0.32, which is lower than the AGTHX Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of FOCPX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FOCPX's dividend yield for the trailing twelve months is around 14.21%, more than AGTHX's 8.71% yield.

The maximum FOCPX drawdown since its inception was -69.01%, which is greater than AGTHX's maximum drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for FOCPX and AGTHX.

Fidelity OTC Portfolio (FOCPX) and American Funds The Growth Fund of America Class A (AGTHX) have volatilities of 5.51% and 5.51%, 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.