MAFOX vs. FOCPX

In the year-to-date period, MAFOX achieves a 4.12% return, which is significantly higher than FOCPX's 3.63% return. Over the past 10 years, MAFOX has underperformed FOCPX with an annualized return of 11.02%, while FOCPX has yielded a comparatively higher 17.64% annualized return.

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MAFOX has a 0.67% expense ratio, which is lower than FOCPX's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Large Cap Focus Growth Fund (MAFOX) 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.

The current MAFOX Sharpe Ratio is 0.94, which is lower than the FOCPX Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of MAFOX and FOCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MAFOX has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 13.13%.

The maximum MAFOX drawdown since its inception was -89.93%, which is greater than FOCPX's maximum drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for MAFOX and FOCPX. For additional features, visit the drawdowns tool.

BlackRock Large Cap Focus Growth Fund (MAFOX) and Fidelity OTC Portfolio (FOCPX) have volatilities of 6.26% and 6.53%, 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.