RFISX vs. FCPGX

In the year-to-date period, RFISX achieves a 3.19% return, which is significantly lower than FCPGX's 3.53% return. Over the past 10 years, RFISX has underperformed FCPGX with an annualized return of 1.33%, while FCPGX has yielded a comparatively higher 6.73% annualized return.

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RFISX has a 1.11% expense ratio, which is higher than FCPGX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Ranger Small Cap Fund (RFISX) and Fidelity Small Cap Growth Fund (FCPGX). 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 RFISX Sharpe Ratio is 0.44, which is lower than the FCPGX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of RFISX and FCPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RFISX has not paid dividends to shareholders, while FCPGX's dividend yield for the trailing twelve months is around 0.92%.

The maximum RFISX drawdown since its inception was -44.60%, smaller than the maximum FCPGX drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for RFISX and FCPGX. For additional features, visit the drawdowns tool.

The current volatility for Ranger Small Cap Fund (RFISX) is 4.22%, while Fidelity Small Cap Growth Fund (FCPGX) has a volatility of 5.22%. This indicates that RFISX experiences smaller price fluctuations and is considered to be less risky than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.