LOMAX vs. FOCPX
Compare and contrast key facts about Edgar Lomax Value Fund (LOMAX) and Fidelity OTC Portfolio (FOCPX).
LOMAX is managed by Edgar Lomax. It was launched on Dec 12, 1997. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Performance
LOMAX vs. FOCPX - Performance Comparison
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LOMAX vs. FOCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LOMAX Edgar Lomax Value Fund | 5.53% | 18.09% | 10.29% | 5.19% | -0.46% | 25.80% | -5.77% | 23.27% | -3.31% | 19.52% |
FOCPX Fidelity OTC Portfolio | -7.78% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
Returns By Period
In the year-to-date period, LOMAX achieves a 5.53% return, which is significantly higher than FOCPX's -7.78% return. Over the past 10 years, LOMAX has underperformed FOCPX with an annualized return of 10.49%, while FOCPX has yielded a comparatively higher 19.21% annualized return.
LOMAX
- 1D
- 0.24%
- 1M
- -4.01%
- YTD
- 5.53%
- 6M
- 11.14%
- 1Y
- 17.49%
- 3Y*
- 14.01%
- 5Y*
- 10.20%
- 10Y*
- 10.49%
FOCPX
- 1D
- -1.28%
- 1M
- -8.65%
- YTD
- -7.78%
- 6M
- -2.82%
- 1Y
- 26.95%
- 3Y*
- 24.73%
- 5Y*
- 12.88%
- 10Y*
- 19.21%
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LOMAX vs. FOCPX - Expense Ratio Comparison
LOMAX has a 0.70% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Return for Risk
LOMAX vs. FOCPX — Risk / Return Rank
LOMAX
FOCPX
LOMAX vs. FOCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Edgar Lomax Value Fund (LOMAX) and Fidelity OTC Portfolio (FOCPX). 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.
| LOMAX | FOCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.20 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.76 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.25 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.88 | -0.14 |
Martin ratioReturn relative to average drawdown | 7.17 | 7.78 | -0.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LOMAX | FOCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.20 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.58 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.86 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.62 | -0.23 |
Correlation
The correlation between LOMAX and FOCPX is 0.63, 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.
Dividends
LOMAX vs. FOCPX - Dividend Comparison
LOMAX's dividend yield for the trailing twelve months is around 6.01%, less than FOCPX's 8.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOMAX Edgar Lomax Value Fund | 6.01% | 6.34% | 6.27% | 4.66% | 7.73% | 5.11% | 12.52% | 2.16% | 15.97% | 8.80% | 2.68% | 15.54% |
FOCPX Fidelity OTC Portfolio | 8.43% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
Drawdowns
LOMAX vs. FOCPX - Drawdown Comparison
The maximum LOMAX drawdown since its inception was -57.82%, smaller than the maximum FOCPX drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for LOMAX and FOCPX.
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Drawdown Indicators
| LOMAX | FOCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.82% | -70.25% | +12.43% |
Max Drawdown (1Y)Largest decline over 1 year | -9.98% | -12.53% | +2.55% |
Max Drawdown (5Y)Largest decline over 5 years | -17.50% | -37.05% | +19.55% |
Max Drawdown (10Y)Largest decline over 10 years | -37.81% | -37.05% | -0.76% |
Current DrawdownCurrent decline from peak | -4.07% | -11.29% | +7.22% |
Average DrawdownAverage peak-to-trough decline | -9.45% | -17.08% | +7.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 3.02% | -0.52% |
Volatility
LOMAX vs. FOCPX - Volatility Comparison
The current volatility for Edgar Lomax Value Fund (LOMAX) is 2.51%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 6.63%. This indicates that LOMAX experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LOMAX | FOCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.51% | 6.63% | -4.12% |
Volatility (6M)Calculated over the trailing 6-month period | 7.16% | 13.49% | -6.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.46% | 22.69% | -9.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.23% | 22.52% | -9.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.50% | 22.32% | -5.82% |