MGLBX vs. FNCMX

In the year-to-date period, MGLBX achieves a 10.83% return, which is significantly higher than FNCMX's 3.75% return. Over the past 10 years, MGLBX has underperformed FNCMX with an annualized return of 7.69%, while FNCMX has yielded a comparatively higher 15.53% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MGLBX has a 1.45% expense ratio, which is higher than FNCMX's 0.29% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Marsico Global Fund (MGLBX) and Fidelity NASDAQ Composite Index Fund (FNCMX). 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 MGLBX Sharpe Ratio is 1.81, which is comparable to the FNCMX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of MGLBX and FNCMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MGLBX has not paid dividends to shareholders, while FNCMX's dividend yield for the trailing twelve months is around 0.58%.

The maximum MGLBX drawdown since its inception was -59.43%, which is greater than FNCMX's maximum drawdown of -55.71%. Use the drawdown chart below to compare losses from any high point for MGLBX and FNCMX. For additional features, visit the drawdowns tool.

Marsico Global Fund (MGLBX) has a higher volatility of 5.98% compared to Fidelity NASDAQ Composite Index Fund (FNCMX) at 5.43%. This indicates that MGLBX's price experiences larger fluctuations and is considered to be riskier than FNCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.