MFOCX vs. FTQGX

In the year-to-date period, MFOCX achieves a -7.95% return, which is significantly higher than FTQGX's -14.13% return. Over the past 10 years, MFOCX has underperformed FTQGX with an annualized return of 2.77%, while FTQGX has yielded a comparatively higher 6.21% annualized return.

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MFOCX has a 1.34% expense ratio, which is higher than FTQGX's 0.86% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Marsico Focus Fund (MFOCX) and Fidelity Focused Stock Fund (FTQGX). 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 MFOCX Sharpe Ratio is 0.21, which is higher than the FTQGX Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of MFOCX and FTQGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MFOCX has not paid dividends to shareholders, while FTQGX's dividend yield for the trailing twelve months is around 0.42%.

The maximum MFOCX drawdown since its inception was -58.67%, roughly equal to the maximum FTQGX drawdown of -61.00%. Use the drawdown chart below to compare losses from any high point for MFOCX and FTQGX. For additional features, visit the drawdowns tool.

Marsico Focus Fund (MFOCX) and Fidelity Focused Stock Fund (FTQGX) have volatilities of 16.22% and 15.51%, 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.