OWACX vs. FCGSX
Compare and contrast key facts about Old Westbury All Cap Core Fund (OWACX) and Fidelity Series Growth Company Fund (FCGSX).
OWACX is managed by Old Westbury. It was launched on Mar 2, 1998. FCGSX is managed by Fidelity. It was launched on Nov 7, 2013.
Performance
OWACX vs. FCGSX - Performance Comparison
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OWACX vs. FCGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OWACX Old Westbury All Cap Core Fund | -7.76% | 10.45% | 21.30% | 25.93% | -22.18% | 25.76% | 23.61% | 32.10% | -4.02% | 20.93% |
FCGSX Fidelity Series Growth Company Fund | -6.64% | 25.52% | 38.00% | 45.97% | -32.15% | 25.13% | 70.01% | 39.75% | -4.03% | 37.69% |
Returns By Period
In the year-to-date period, OWACX achieves a -7.76% return, which is significantly lower than FCGSX's -6.64% return. Over the past 10 years, OWACX has underperformed FCGSX with an annualized return of 12.06%, while FCGSX has yielded a comparatively higher 21.43% annualized return.
OWACX
- 1D
- -0.25%
- 1M
- -8.61%
- YTD
- -7.76%
- 6M
- -6.25%
- 1Y
- 6.95%
- 3Y*
- 13.25%
- 5Y*
- 8.08%
- 10Y*
- 12.06%
FCGSX
- 1D
- -1.20%
- 1M
- -8.19%
- YTD
- -6.64%
- 6M
- -2.02%
- 1Y
- 33.82%
- 3Y*
- 27.05%
- 5Y*
- 14.28%
- 10Y*
- 21.43%
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OWACX vs. FCGSX - Expense Ratio Comparison
OWACX has a 0.96% expense ratio, which is higher than FCGSX's 0.00% expense ratio.
Return for Risk
OWACX vs. FCGSX — Risk / Return Rank
OWACX
FCGSX
OWACX vs. FCGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Old Westbury All Cap Core Fund (OWACX) and Fidelity Series Growth Company Fund (FCGSX). 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.
| OWACX | FCGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.33 | 1.40 | -1.07 |
Sortino ratioReturn per unit of downside risk | 0.65 | 2.02 | -1.37 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.29 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.13 | 2.25 | -2.38 |
Martin ratioReturn relative to average drawdown | -0.44 | 10.23 | -10.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OWACX | FCGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.33 | 1.40 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.61 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.93 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.87 | -0.20 |
Correlation
The correlation between OWACX and FCGSX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
OWACX vs. FCGSX - Dividend Comparison
OWACX's dividend yield for the trailing twelve months is around 8.86%, less than FCGSX's 11.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OWACX Old Westbury All Cap Core Fund | 8.86% | 8.18% | 10.64% | 8.40% | 2.54% | 5.90% | 3.18% | 9.22% | 5.05% | 1.99% | 1.08% | 2.38% |
FCGSX Fidelity Series Growth Company Fund | 11.22% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
Drawdowns
OWACX vs. FCGSX - Drawdown Comparison
The maximum OWACX drawdown since its inception was -34.01%, smaller than the maximum FCGSX drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for OWACX and FCGSX.
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Drawdown Indicators
| OWACX | FCGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.01% | -38.77% | +4.76% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -13.10% | +1.75% |
Max Drawdown (5Y)Largest decline over 5 years | -28.11% | -38.77% | +10.66% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -38.77% | +4.76% |
Current DrawdownCurrent decline from peak | -9.93% | -10.42% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -5.15% | -7.05% | +1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.60% | 2.88% | +2.72% |
Volatility
OWACX vs. FCGSX - Volatility Comparison
The current volatility for Old Westbury All Cap Core Fund (OWACX) is 4.47%, while Fidelity Series Growth Company Fund (FCGSX) has a volatility of 6.66%. This indicates that OWACX experiences smaller price fluctuations and is considered to be less risky than FCGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OWACX | FCGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 6.66% | -2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.40% | 13.74% | -4.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.52% | 23.80% | -4.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.68% | 23.62% | -5.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.43% | 23.15% | -4.72% |