MFOCX vs. FTQGX

In the year-to-date period, MFOCX achieves a 1.84% return, which is significantly lower than FTQGX's 1.98% return. Over the past 10 years, MFOCX has underperformed FTQGX with an annualized return of 3.68%, while FTQGX has yielded a comparatively higher 8.01% 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 1.03, which is higher than the FTQGX Sharpe Ratio of 0.65. 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 0.36%.

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.

The current volatility for Marsico Focus Fund (MFOCX) is 5.89%, while Fidelity Focused Stock Fund (FTQGX) has a volatility of 7.96%. This indicates that MFOCX experiences smaller price fluctuations and is considered to be less risky than FTQGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.