OPOCX vs. VSCIX

The year-to-date returns for both investments are quite close, with OPOCX having a -6.73% return and VSCIX slightly higher at -6.66%. Over the past 10 years, OPOCX has underperformed VSCIX with an annualized return of 1.70%, while VSCIX has yielded a comparatively higher 7.83% annualized return.

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OPOCX has a 1.01% expense ratio, which is higher than VSCIX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Fund (OPOCX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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 OPOCX Sharpe Ratio is -0.13, which is lower than the VSCIX Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of OPOCX and VSCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OPOCX's dividend yield for the trailing twelve months is around 7.36%, more than VSCIX's 1.52% yield.

The maximum OPOCX drawdown since its inception was -71.60%, which is greater than VSCIX's maximum drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for OPOCX and VSCIX. For additional features, visit the drawdowns tool.

Invesco Discovery Fund (OPOCX) has a higher volatility of 8.24% compared to Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) at 7.39%. This indicates that OPOCX's price experiences larger fluctuations and is considered to be riskier than VSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.