FOKFX vs. VIGIX
Compare and contrast key facts about Fidelity OTC K6 Portfolio (FOKFX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
FOKFX is managed by Fidelity. It was launched on Jun 13, 2019. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Performance
FOKFX vs. VIGIX - Performance Comparison
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FOKFX vs. VIGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FOKFX Fidelity OTC K6 Portfolio | -5.03% | 20.30% | 34.58% | 43.48% | -32.32% | 25.95% | 47.52% | 17.08% |
VIGIX Vanguard Growth Index Fund Institutional Shares | -10.39% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 14.03% |
Returns By Period
In the year-to-date period, FOKFX achieves a -5.03% return, which is significantly higher than VIGIX's -10.39% return.
FOKFX
- 1D
- 4.58%
- 1M
- -5.35%
- YTD
- -5.03%
- 6M
- -1.77%
- 1Y
- 27.30%
- 3Y*
- 24.07%
- 5Y*
- 12.15%
- 10Y*
- —
VIGIX
- 1D
- 3.99%
- 1M
- -5.47%
- YTD
- -10.39%
- 6M
- -9.19%
- 1Y
- 17.20%
- 3Y*
- 21.14%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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FOKFX vs. VIGIX - Expense Ratio Comparison
FOKFX has a 0.50% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Return for Risk
FOKFX vs. VIGIX — Risk / Return Rank
FOKFX
VIGIX
FOKFX vs. VIGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC K6 Portfolio (FOKFX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.
| FOKFX | VIGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.80 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.31 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.18 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.11 | +0.83 |
Martin ratioReturn relative to average drawdown | 7.19 | 3.97 | +3.22 |
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
| FOKFX | VIGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.80 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.51 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.44 | +0.33 |
Correlation
The correlation between FOKFX and VIGIX is 0.98, 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
FOKFX vs. VIGIX - Dividend Comparison
FOKFX's dividend yield for the trailing twelve months is around 4.42%, more than VIGIX's 0.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOKFX Fidelity OTC K6 Portfolio | 4.42% | 4.20% | 4.58% | 0.24% | 0.08% | 3.81% | 0.39% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
Drawdowns
FOKFX vs. VIGIX - Drawdown Comparison
The maximum FOKFX drawdown since its inception was -37.26%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for FOKFX and VIGIX.
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Drawdown Indicators
| FOKFX | VIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.26% | -56.95% | +19.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.72% | -16.51% | +3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -37.26% | -35.62% | -1.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.62% | — |
Current DrawdownCurrent decline from peak | -8.53% | -13.17% | +4.64% |
Average DrawdownAverage peak-to-trough decline | -9.40% | -16.36% | +6.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 4.64% | -1.20% |
Volatility
FOKFX vs. VIGIX - Volatility Comparison
Fidelity OTC K6 Portfolio (FOKFX) has a higher volatility of 8.56% compared to Vanguard Growth Index Fund Institutional Shares (VIGIX) at 7.01%. This indicates that FOKFX's price experiences larger fluctuations and is considered to be riskier than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FOKFX | VIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.56% | 7.01% | +1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 14.69% | 12.74% | +1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.70% | 22.99% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.93% | 22.36% | +0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.71% | 21.53% | +3.18% |