VHIAX vs. FOCPX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (VHIAX) and Fidelity OTC Portfolio (FOCPX).
VHIAX is managed by JPMorgan. It was launched on Oct 29, 1999. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Performance
VHIAX vs. FOCPX - Performance Comparison
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VHIAX vs. FOCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | -8.66% | 15.50% | 39.19% | 39.81% | -30.24% | 21.60% | 53.26% | 35.92% | -1.52% | 35.19% |
FOCPX Fidelity OTC Portfolio | -3.79% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
Returns By Period
In the year-to-date period, VHIAX achieves a -8.66% return, which is significantly lower than FOCPX's -3.79% return. Over the past 10 years, VHIAX has underperformed FOCPX with an annualized return of 17.57%, while FOCPX has yielded a comparatively higher 19.71% annualized return.
VHIAX
- 1D
- 3.87%
- 1M
- -4.81%
- YTD
- -8.66%
- 6M
- -9.05%
- 1Y
- 16.03%
- 3Y*
- 22.23%
- 5Y*
- 10.87%
- 10Y*
- 17.57%
FOCPX
- 1D
- 4.33%
- 1M
- -5.08%
- YTD
- -3.79%
- 6M
- 1.09%
- 1Y
- 31.42%
- 3Y*
- 26.50%
- 5Y*
- 13.38%
- 10Y*
- 19.71%
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VHIAX vs. FOCPX - Expense Ratio Comparison
VHIAX has a 1.04% expense ratio, which is higher than FOCPX's 0.80% expense ratio.
Return for Risk
VHIAX vs. FOCPX — Risk / Return Rank
VHIAX
FOCPX
VHIAX vs. FOCPX - Risk-Adjusted Trends Comparison
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.
| VHIAX | FOCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.42 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.23 | 2.05 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.29 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 2.59 | -1.51 |
Martin ratioReturn relative to average drawdown | 3.45 | 10.61 | -7.16 |
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
| VHIAX | FOCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.42 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.60 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.88 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.63 | -0.29 |
Correlation
The correlation between VHIAX and FOCPX is 0.93, 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
VHIAX vs. FOCPX - Dividend Comparison
VHIAX's dividend yield for the trailing twelve months is around 13.90%, more than FOCPX's 8.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | 13.90% | 12.70% | 12.63% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% |
FOCPX Fidelity OTC Portfolio | 8.08% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
Drawdowns
VHIAX vs. FOCPX - Drawdown Comparison
The maximum VHIAX drawdown since its inception was -85.49%, which is greater than FOCPX's maximum drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for VHIAX and FOCPX.
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Drawdown Indicators
| VHIAX | FOCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.49% | -70.25% | -15.24% |
Max Drawdown (1Y)Largest decline over 1 year | -15.76% | -12.53% | -3.23% |
Max Drawdown (5Y)Largest decline over 5 years | -35.25% | -37.05% | +1.80% |
Max Drawdown (10Y)Largest decline over 10 years | -35.25% | -37.05% | +1.80% |
Current DrawdownCurrent decline from peak | -12.50% | -7.45% | -5.05% |
Average DrawdownAverage peak-to-trough decline | -40.36% | -17.08% | -23.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 3.06% | +1.87% |
Volatility
VHIAX vs. FOCPX - Volatility Comparison
The current volatility for JPMorgan Growth Advantage Fund (VHIAX) is 6.88%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 8.08%. This indicates that VHIAX experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VHIAX | FOCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 8.08% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 12.63% | 14.14% | -1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.62% | 23.04% | -0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.45% | 22.59% | -0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.16% | 22.36% | -0.20% |