VPMAX vs. FOCKX
Compare and contrast key facts about Vanguard PRIMECAP Fund Admiral Shares (VPMAX) and Fidelity OTC Portfolio Class K (FOCKX).
VPMAX is managed by Vanguard. It was launched on Nov 12, 2001. FOCKX is managed by Fidelity. It was launched on May 9, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VPMAX or FOCKX.
Correlation
The correlation between VPMAX and FOCKX is 0.88, 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
VPMAX vs. FOCKX - Performance Comparison
Key characteristics
VPMAX:
0.58
FOCKX:
0.99
VPMAX:
0.81
FOCKX:
1.31
VPMAX:
1.13
FOCKX:
1.20
VPMAX:
0.77
FOCKX:
1.13
VPMAX:
2.86
FOCKX:
2.75
VPMAX:
3.33%
FOCKX:
7.64%
VPMAX:
16.34%
FOCKX:
21.21%
VPMAX:
-48.32%
FOCKX:
-53.34%
VPMAX:
-10.40%
FOCKX:
-9.23%
Returns By Period
In the year-to-date period, VPMAX achieves a 6.76% return, which is significantly lower than FOCKX's 19.18% return. Both investments have delivered pretty close results over the past 10 years, with VPMAX having a 11.77% annualized return and FOCKX not far behind at 11.30%.
VPMAX
6.76%
-7.37%
-6.56%
7.54%
10.59%
11.77%
FOCKX
19.18%
1.73%
-4.16%
19.57%
11.55%
11.30%
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VPMAX vs. FOCKX - Expense Ratio Comparison
VPMAX has a 0.31% expense ratio, which is lower than FOCKX's 0.73% expense ratio.
Risk-Adjusted Performance
VPMAX vs. FOCKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Fund Admiral Shares (VPMAX) and Fidelity OTC Portfolio Class K (FOCKX). 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
VPMAX vs. FOCKX - Dividend Comparison
Neither VPMAX nor FOCKX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 0.00% | 1.17% | 1.31% | 0.79% | 1.12% | 1.29% | 1.36% | 1.08% | 1.37% | 1.20% | 1.32% | 1.03% |
FOCKX Fidelity OTC Portfolio Class K | 0.00% | 0.09% | 0.00% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 4.65% | 12.92% | 13.66% |
Drawdowns
VPMAX vs. FOCKX - Drawdown Comparison
The maximum VPMAX drawdown since its inception was -48.32%, smaller than the maximum FOCKX drawdown of -53.34%. Use the drawdown chart below to compare losses from any high point for VPMAX and FOCKX. For additional features, visit the drawdowns tool.
Volatility
VPMAX vs. FOCKX - Volatility Comparison
Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a higher volatility of 9.91% compared to Fidelity OTC Portfolio Class K (FOCKX) at 6.00%. This indicates that VPMAX's price experiences larger fluctuations and is considered to be riskier than FOCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.