VHIAX vs. FOCPX

The year-to-date returns for both stocks are quite close, with VHIAX having a 30.12% return and FOCPX slightly lower at 30.06%. Over the past 10 years, VHIAX has underperformed FOCPX with an annualized return of 10.38%, while FOCPX has yielded a comparatively higher 17.49% annualized return.

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VHIAX has a 1.04% expense ratio, which is higher than FOCPX's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (VHIAX) and Fidelity OTC Portfolio (FOCPX). 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 VHIAX Sharpe Ratio is 2.06, which is comparable to the FOCPX Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of VHIAX and FOCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VHIAX has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 10.56%.

The maximum VHIAX drawdown since its inception was -53.94%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for VHIAX and FOCPX. For additional features, visit the drawdowns tool.

JPMorgan Growth Advantage Fund (VHIAX) and Fidelity OTC Portfolio (FOCPX) have volatilities of 5.64% and 5.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.