FTQGX vs. FDSVX

In the year-to-date period, FTQGX achieves a -14.53% return, which is significantly lower than FDSVX's -8.79% return. Over the past 10 years, FTQGX has underperformed FDSVX with an annualized return of 6.11%, while FDSVX has yielded a comparatively higher 14.69% annualized return.

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FTQGX has a 0.86% expense ratio, which is higher than FDSVX's 0.77% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Focused Stock Fund (FTQGX) and Fidelity Growth Discovery Fund (FDSVX). 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 -0.27, which is lower than the FDSVX Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of FTQGX and FDSVX, 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%, less than FDSVX's 14.05% yield.

The maximum FTQGX drawdown since its inception was -61.00%, roughly equal to the maximum FDSVX drawdown of -59.34%. Use the drawdown chart below to compare losses from any high point for FTQGX and FDSVX. For additional features, visit the drawdowns tool.

Fidelity Focused Stock Fund (FTQGX) and Fidelity Growth Discovery Fund (FDSVX) have volatilities of 15.67% and 15.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.