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.
Performance
FOCPX vs. AGTHX - Performance Comparison
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FOCPX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | -3.79% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, FOCPX achieves a -3.79% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, FOCPX has outperformed AGTHX with an annualized return of 19.71%, while AGTHX has yielded a comparatively lower 14.32% annualized return.
FOCPX
- 1D
- 4.33%
- 1M
- -5.08%
- YTD
- -3.79%
- 6M
- 1.09%
- 1Y
- 31.42%
- 3Y*
- 26.50%
- 5Y*
- 13.38%
- 10Y*
- 19.71%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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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.
Return for Risk
FOCPX vs. AGTHX — Risk / Return Rank
FOCPX
AGTHX
FOCPX vs. AGTHX - Risk-Adjusted Trends 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.
| FOCPX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 0.84 | +0.57 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.34 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.19 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.59 | 1.26 | +1.33 |
Martin ratioReturn relative to average drawdown | 10.61 | 4.78 | +5.83 |
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 | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 0.84 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.45 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.73 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.68 | -0.05 |
Correlation
The correlation between FOCPX and AGTHX is 0.90, 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.
Dividends
FOCPX vs. AGTHX - Dividend Comparison
FOCPX's dividend yield for the trailing twelve months is around 8.08%, less than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | 8.08% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
FOCPX vs. AGTHX - Drawdown Comparison
The maximum FOCPX drawdown since its inception was -70.25%, which is greater than AGTHX's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for FOCPX and AGTHX.
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Drawdown Indicators
| FOCPX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.25% | -51.91% | -18.34% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -13.76% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -37.05% | -36.38% | -0.67% |
Max Drawdown (10Y)Largest decline over 10 years | -37.05% | -36.38% | -0.67% |
Current DrawdownCurrent decline from peak | -7.45% | -10.70% | +3.25% |
Average DrawdownAverage peak-to-trough decline | -17.08% | -9.23% | -7.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 3.63% | -0.57% |
Volatility
FOCPX vs. AGTHX - Volatility Comparison
Fidelity OTC Portfolio (FOCPX) has a higher volatility of 8.08% compared to American Funds The Growth Fund of America Class A (AGTHX) at 6.76%. 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.
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Volatility by Period
| FOCPX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.08% | 6.76% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 14.14% | 12.13% | +2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.04% | 21.01% | +2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.59% | 20.23% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.36% | 19.64% | +2.72% |