FOKFX vs. FBCGX
Compare and contrast key facts about Fidelity OTC K6 Portfolio (FOKFX) and Fidelity Blue Chip Growth K6 Fund (FBCGX).
FOKFX is managed by Fidelity. It was launched on Jun 13, 2019. FBCGX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOKFX or FBCGX.
Key characteristics
| FOKFX | FBCGX | |
|---|---|---|
| YTD Return | 29.14% | 37.06% |
| 1Y Return | 38.38% | 49.56% |
| 3Y Return (Ann) | 6.71% | 8.19% |
| 5Y Return (Ann) | 18.95% | 21.23% |
| Sharpe Ratio | 2.08 | 2.60 |
| Sortino Ratio | 2.73 | 3.35 |
| Omega Ratio | 1.38 | 1.47 |
| Calmar Ratio | 2.61 | 3.01 |
| Martin Ratio | 7.84 | 13.38 |
| Ulcer Index | 4.85% | 3.69% |
| Daily Std Dev | 18.23% | 19.01% |
| Max Drawdown | -37.76% | -42.92% |
| Current Drawdown | -1.62% | -0.11% |
Correlation
The correlation between FOKFX and FBCGX is 0.97, 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.
Performance
FOKFX vs. FBCGX - Performance Comparison
In the year-to-date period, FOKFX achieves a 29.14% return, which is significantly lower than FBCGX's 37.06% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FOKFX vs. FBCGX - Expense Ratio Comparison
FOKFX has a 0.50% expense ratio, which is higher than FBCGX's 0.45% expense ratio.
Risk-Adjusted Performance
FOKFX vs. FBCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC K6 Portfolio (FOKFX) and Fidelity Blue Chip Growth K6 Fund (FBCGX). 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
FOKFX vs. FBCGX - Dividend Comparison
FOKFX's dividend yield for the trailing twelve months is around 0.21%, less than FBCGX's 0.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
FOKFX Fidelity OTC K6 Portfolio | 0.21% | 0.24% | 0.08% | 0.00% | 0.07% | 0.11% | 0.00% | 0.00% |
FBCGX Fidelity Blue Chip Growth K6 Fund | 0.55% | 0.26% | 0.12% | 0.00% | 0.08% | 0.25% | 0.46% | 0.11% |
Drawdowns
FOKFX vs. FBCGX - Drawdown Comparison
The maximum FOKFX drawdown since its inception was -37.76%, smaller than the maximum FBCGX drawdown of -42.92%. Use the drawdown chart below to compare losses from any high point for FOKFX and FBCGX. For additional features, visit the drawdowns tool.
Volatility
FOKFX vs. FBCGX - Volatility Comparison
Fidelity OTC K6 Portfolio (FOKFX) and Fidelity Blue Chip Growth K6 Fund (FBCGX) have volatilities of 5.10% and 5.33%, 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.