VHIAX vs. FOCPX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (VHIAX) and Fidelity OTC Portfolio (FOCPX).
VHIAX is managed by JPMorgan Chase. It was launched on Oct 29, 1999. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHIAX or FOCPX.
Key characteristics
| VHIAX | FOCPX | |
|---|---|---|
| YTD Return | 32.02% | 32.00% |
| 1Y Return | 44.93% | 44.05% |
| 3Y Return (Ann) | 2.49% | 7.65% |
| 5Y Return (Ann) | 12.39% | 20.21% |
| 10Y Return (Ann) | 10.62% | 17.68% |
| Sharpe Ratio | 2.52 | 2.39 |
| Sortino Ratio | 3.29 | 3.08 |
| Omega Ratio | 1.46 | 1.43 |
| Calmar Ratio | 1.69 | 2.55 |
| Martin Ratio | 13.14 | 9.55 |
| Ulcer Index | 3.34% | 4.53% |
| Daily Std Dev | 17.40% | 18.13% |
| Max Drawdown | -53.94% | -94.80% |
| Current Drawdown | 0.00% | -0.18% |
Correlation
The correlation between VHIAX and FOCPX is 0.94, 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.
Performance
VHIAX vs. FOCPX - Performance Comparison
The year-to-date returns for both stocks are quite close, with VHIAX having a 32.02% return and FOCPX slightly lower at 32.00%. Over the past 10 years, VHIAX has underperformed FOCPX with an annualized return of 10.62%, while FOCPX has yielded a comparatively higher 17.68% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
VHIAX vs. FOCPX - Risk-Adjusted Performance 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.
Dividends
VHIAX vs. FOCPX - Dividend Comparison
VHIAX has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 10.40%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FOCPX Fidelity OTC Portfolio | 10.40% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% | 13.54% |
Drawdowns
VHIAX vs. FOCPX - Drawdown Comparison
The maximum VHIAX drawdown since its inception was -53.94%, smaller than the maximum FOCPX drawdown of -94.80%. Use the drawdown chart below to compare losses from any high point for VHIAX and FOCPX. For additional features, visit the drawdowns tool.
Volatility
VHIAX vs. FOCPX - Volatility Comparison
JPMorgan Growth Advantage Fund (VHIAX) and Fidelity OTC Portfolio (FOCPX) have volatilities of 5.19% and 5.06%, 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.