FSCFX vs. FOCPX
Compare and contrast key facts about Strategic Advisers Small-Mid Cap Fund (FSCFX) and Fidelity OTC Portfolio (FOCPX).
FSCFX is managed by Fidelity. It was launched on Jun 23, 2005. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCFX or FOCPX.
Correlation
The correlation between FSCFX and FOCPX is 0.80, 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
FSCFX vs. FOCPX - Performance Comparison
Key characteristics
Returns By Period
FSCFX
N/A
N/A
N/A
N/A
N/A
N/A
FOCPX
3.63%
1.69%
13.46%
31.18%
18.34%
17.48%
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FSCFX vs. FOCPX - Expense Ratio Comparison
FSCFX has a 0.42% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Risk-Adjusted Performance
FSCFX vs. FOCPX — Risk-Adjusted Performance Rank
FSCFX
FOCPX
FSCFX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Small-Mid Cap Fund (FSCFX) and Fidelity OTC Portfolio (FOCPX). 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
FSCFX vs. FOCPX - Dividend Comparison
FSCFX has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 13.13%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCFX Strategic Advisers Small-Mid Cap Fund | 9.61% | 9.61% | 0.89% | 0.92% | 1.09% | 0.99% | 0.92% | 0.94% | 0.49% | 0.32% | 0.63% | 8.71% |
FOCPX Fidelity OTC Portfolio | 13.13% | 13.61% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% |
Drawdowns
FSCFX vs. FOCPX - Drawdown Comparison
Volatility
FSCFX vs. FOCPX - Volatility Comparison
The current volatility for Strategic Advisers Small-Mid Cap Fund (FSCFX) is 0.00%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 6.35%. This indicates that FSCFX experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.