FTQGX vs. ACAYX
Compare and contrast key facts about Fidelity Focused Stock Fund (FTQGX) and Alger Capital Appreciation Institutional Fund Class Y (ACAYX).
FTQGX is managed by Fidelity. It was launched on Nov 12, 1996. ACAYX is managed by Alger. It was launched on Feb 28, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTQGX or ACAYX.
Correlation
The correlation between FTQGX and ACAYX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FTQGX vs. ACAYX - Performance Comparison
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Key characteristics
FTQGX:
28.08%
ACAYX:
19.96%
FTQGX:
-61.00%
ACAYX:
-0.48%
FTQGX:
-20.52%
ACAYX:
0.00%
Returns By Period
FTQGX
-7.74%
8.68%
-19.28%
-6.30%
7.04%
6.82%
ACAYX
N/A
N/A
N/A
N/A
N/A
N/A
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FTQGX vs. ACAYX - Expense Ratio Comparison
FTQGX has a 0.86% expense ratio, which is higher than ACAYX's 0.83% expense ratio.
Risk-Adjusted Performance
FTQGX vs. ACAYX — Risk-Adjusted Performance Rank
FTQGX
ACAYX
FTQGX vs. ACAYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Focused Stock Fund (FTQGX) and Alger Capital Appreciation Institutional Fund Class Y (ACAYX). 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.
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Dividends
FTQGX vs. ACAYX - Dividend Comparison
FTQGX's dividend yield for the trailing twelve months is around 0.40%, while ACAYX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTQGX Fidelity Focused Stock Fund | 0.40% | 0.36% | 0.61% | 0.85% | 0.00% | 0.02% | 0.08% | 0.13% | 0.45% | 0.56% | 6.16% | 10.44% |
ACAYX Alger Capital Appreciation Institutional Fund Class Y | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTQGX vs. ACAYX - Drawdown Comparison
The maximum FTQGX drawdown since its inception was -61.00%, which is greater than ACAYX's maximum drawdown of -0.48%. Use the drawdown chart below to compare losses from any high point for FTQGX and ACAYX. For additional features, visit the drawdowns tool.
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Volatility
FTQGX vs. ACAYX - Volatility Comparison
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