FTXNX vs. FCPGX

In the year-to-date period, FTXNX achieves a 34.94% return, which is significantly higher than FCPGX's 29.40% return.

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FTXNX has a 1.44% expense ratio, which is higher than FCPGX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) and Fidelity Small Cap Growth Fund (FCPGX). 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 FTXNX Sharpe Ratio is 2.31, which is comparable to the FCPGX Sharpe Ratio of 2.34. The chart below compares the historical Sharpe Ratios of FTXNX and FCPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTXNX has not paid dividends to shareholders, while FCPGX's dividend yield for the trailing twelve months is around 0.78%.

The maximum FTXNX drawdown since its inception was -48.79%, smaller than the maximum FCPGX drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for FTXNX and FCPGX. For additional features, visit the drawdowns tool.

Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) and Fidelity Small Cap Growth Fund (FCPGX) have volatilities of 6.95% and 6.65%, 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.