FPACX vs. VGSTX

In the year-to-date period, FPACX achieves a 3.96% return, which is significantly higher than VGSTX's 3.20% return. Over the past 10 years, FPACX has outperformed VGSTX with an annualized return of 7.93%, while VGSTX has yielded a comparatively lower 2.96% annualized return.

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FPACX has a 1.00% expense ratio, which is higher than VGSTX's 0.31% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for FPA Crescent Fund (FPACX) and Vanguard STAR Fund (VGSTX). 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 FPACX Sharpe Ratio is 0.93, which is higher than the VGSTX Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of FPACX and VGSTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FPACX's dividend yield for the trailing twelve months is around 8.96%, more than VGSTX's 2.35% yield.

The maximum FPACX drawdown since its inception was -31.59%, smaller than the maximum VGSTX drawdown of -43.45%. Use the drawdown chart below to compare losses from any high point for FPACX and VGSTX. For additional features, visit the drawdowns tool.

The current volatility for FPA Crescent Fund (FPACX) is 3.02%, while Vanguard STAR Fund (VGSTX) has a volatility of 3.30%. This indicates that FPACX experiences smaller price fluctuations and is considered to be less risky than VGSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.