FTQGX vs. FFIDX

In the year-to-date period, FTQGX achieves a -14.53% return, which is significantly lower than FFIDX's -8.62% return. Over the past 10 years, FTQGX has underperformed FFIDX with an annualized return of 6.11%, while FFIDX has yielded a comparatively higher 8.03% annualized return.

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FTQGX has a 0.86% expense ratio, which is higher than FFIDX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Focused Stock Fund (FTQGX) and Fidelity Fund (FFIDX). 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 FFIDX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of FTQGX and FFIDX, 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 FFIDX has not paid dividends to shareholders.

The maximum FTQGX drawdown since its inception was -61.00%, which is greater than FFIDX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for FTQGX and FFIDX. For additional features, visit the drawdowns tool.

Fidelity Focused Stock Fund (FTQGX) and Fidelity Fund (FFIDX) have volatilities of 15.67% and 15.29%, 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.