FPAG vs. FPACX

In the year-to-date period, FPAG achieves a 6.62% return, which is significantly higher than FPACX's 4.08% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FPAG has a 0.49% expense ratio, which is lower than FPACX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for FPA Global Equity ETF (FPAG) and FPA Crescent Fund (FPACX). 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 FPAG Sharpe Ratio is 0.59, which is lower than the FPACX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of FPAG and FPACX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FPAG's dividend yield for the trailing twelve months is around 1.73%, less than FPACX's 8.95% yield.

The maximum FPAG drawdown since its inception was -28.43%, smaller than the maximum FPACX drawdown of -31.59%. Use the drawdown chart below to compare losses from any high point for FPAG and FPACX.

FPA Global Equity ETF (FPAG) has a higher volatility of 4.53% compared to FPA Crescent Fund (FPACX) at 2.75%. This indicates that FPAG's price experiences larger fluctuations and is considered to be riskier than FPACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.