FTQGX vs. ACAYX

The year-to-date returns for both stocks are quite close, with FTQGX having a -15.24% return and ACAYX slightly lower at -15.77%.

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FTQGX has a 0.86% expense ratio, which is higher than ACAYX's 0.83% expense ratio.

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.

The current FTQGX Sharpe Ratio is -0.54, which is lower than the ACAYX Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of FTQGX and ACAYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTQGX's dividend yield for the trailing twelve months is around 0.43%, while ACAYX has not paid dividends to shareholders.

The maximum FTQGX drawdown since its inception was -61.00%, which is greater than ACAYX's maximum drawdown of -52.18%. Use the drawdown chart below to compare losses from any high point for FTQGX and ACAYX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Focused Stock Fund (FTQGX) is 10.81%, while Alger Capital Appreciation Institutional Fund Class Y (ACAYX) has a volatility of 12.76%. This indicates that FTQGX experiences smaller price fluctuations and is considered to be less risky than ACAYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.