FOCPX vs. FDGRX

In the year-to-date period, FOCPX achieves a -4.01% return, which is significantly lower than FDGRX's -2.55% return. Over the past 10 years, FOCPX has outperformed FDGRX with an annualized return of 16.31%, while FDGRX has yielded a comparatively lower 11.09% 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 0.43, which is higher than the FDGRX Sharpe Ratio of 0.18. 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 14.18%, more than FDGRX's 9.09% yield.

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.

The current volatility for Fidelity OTC Portfolio (FOCPX) is 6.33%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 7.04%. This indicates that FOCPX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.