PRCGX vs. FDFIX
Compare and contrast key facts about Perritt MicroCap Opportunities Fund (PRCGX) and Fidelity Flex 500 Index Fund (FDFIX).
PRCGX is managed by Perritt. It was launched on Apr 11, 1988. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRCGX or FDFIX.
Correlation
The correlation between PRCGX and FDFIX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PRCGX vs. FDFIX - Performance Comparison
Key characteristics
PRCGX:
0.04
FDFIX:
1.87
PRCGX:
0.19
FDFIX:
2.51
PRCGX:
1.03
FDFIX:
1.34
PRCGX:
0.02
FDFIX:
2.83
PRCGX:
0.13
FDFIX:
11.70
PRCGX:
6.51%
FDFIX:
2.04%
PRCGX:
20.23%
FDFIX:
12.79%
PRCGX:
-70.34%
FDFIX:
-33.77%
PRCGX:
-36.97%
FDFIX:
0.00%
Returns By Period
In the year-to-date period, PRCGX achieves a -0.37% return, which is significantly lower than FDFIX's 4.62% return.
PRCGX
-0.37%
-1.21%
-3.74%
2.69%
1.78%
-3.07%
FDFIX
4.62%
2.58%
10.00%
25.17%
14.80%
N/A
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PRCGX vs. FDFIX - Expense Ratio Comparison
PRCGX has a 1.56% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
PRCGX vs. FDFIX — Risk-Adjusted Performance Rank
PRCGX
FDFIX
PRCGX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Perritt MicroCap Opportunities Fund (PRCGX) and Fidelity Flex 500 Index Fund (FDFIX). 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.
Dividends
PRCGX vs. FDFIX - Dividend Comparison
PRCGX has not paid dividends to shareholders, while FDFIX's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRCGX Perritt MicroCap Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.30% | 0.00% | 0.00% | 7.06% |
FDFIX Fidelity Flex 500 Index Fund | 1.20% | 1.26% | 1.48% | 1.70% | 1.18% | 1.52% | 1.78% | 1.81% | 0.85% | 0.00% | 0.00% | 0.00% |
Drawdowns
PRCGX vs. FDFIX - Drawdown Comparison
The maximum PRCGX drawdown since its inception was -70.34%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for PRCGX and FDFIX. For additional features, visit the drawdowns tool.
Volatility
PRCGX vs. FDFIX - Volatility Comparison
Perritt MicroCap Opportunities Fund (PRCGX) has a higher volatility of 4.41% compared to Fidelity Flex 500 Index Fund (FDFIX) at 3.08%. This indicates that PRCGX's price experiences larger fluctuations and is considered to be riskier than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.