FOCPX vs. FDGRX

The year-to-date returns for both stocks are quite close, with FOCPX having a -11.60% return and FDGRX slightly lower at -12.17%. Over the past 10 years, FOCPX has outperformed FDGRX with an annualized return of 15.40%, while FDGRX has yielded a comparatively lower 10.12% annualized return.

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FOCPX has a 0.80% expense ratio, which is higher than FDGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio (FOCPX) and Fidelity Growth Company Fund (FDGRX). 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 0.33, which is higher than the FDGRX Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of FOCPX and FDGRX, 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 15.40%, while FDGRX has not paid dividends to shareholders.

The maximum FOCPX drawdown since its inception was -69.01%, roughly equal to the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FOCPX and FDGRX. For additional features, visit the drawdowns tool.

Fidelity OTC Portfolio (FOCPX) and Fidelity Growth Company Fund (FDGRX) have volatilities of 16.20% and 16.98%, 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.