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.
Performance
VPMAX vs. FOCKX - Performance Comparison
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VPMAX vs. FOCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VPMAX Vanguard PRIMECAP Fund Admiral Shares | -5.86% | 54.11% | 13.30% | 28.25% | -15.16% | 21.72% | 17.23% | 27.88% | -1.93% | 28.28% |
FOCKX Fidelity OTC Portfolio Class K | -7.76% | 22.28% | 38.91% | 42.92% | -32.07% | 25.06% | 46.83% | 39.36% | -3.18% | 38.78% |
Returns By Period
In the year-to-date period, VPMAX achieves a -5.86% return, which is significantly higher than FOCKX's -7.76% return. Over the past 10 years, VPMAX has underperformed FOCKX with an annualized return of 16.53%, while FOCKX has yielded a comparatively higher 19.31% annualized return.
VPMAX
- 1D
- -1.19%
- 1M
- -10.43%
- YTD
- -5.86%
- 6M
- 22.85%
- 1Y
- 46.58%
- 3Y*
- 25.38%
- 5Y*
- 14.62%
- 10Y*
- 16.53%
FOCKX
- 1D
- -1.33%
- 1M
- -8.64%
- YTD
- -7.76%
- 6M
- -2.82%
- 1Y
- 27.02%
- 3Y*
- 24.78%
- 5Y*
- 12.96%
- 10Y*
- 19.31%
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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.
Return for Risk
VPMAX vs. FOCKX — Risk / Return Rank
VPMAX
FOCKX
VPMAX vs. FOCKX - Risk-Adjusted Trends 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.
| VPMAX | FOCKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 1.20 | +0.44 |
Sortino ratioReturn per unit of downside risk | 3.07 | 1.76 | +1.31 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.25 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 3.21 | 1.66 | +1.55 |
Martin ratioReturn relative to average drawdown | 14.01 | 7.07 | +6.94 |
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
| VPMAX | FOCKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 1.20 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.58 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.07 | +0.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.07 | +0.54 |
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.
Dividends
VPMAX vs. FOCKX - Dividend Comparison
VPMAX's dividend yield for the trailing twelve months is around 33.83%, more than FOCKX's 8.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 33.83% | 31.85% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 4.52% | 5.13% | 5.99% |
FOCKX Fidelity OTC Portfolio Class K | 8.19% | 7.56% | 16.42% | 0.09% | 3.97% | 11.34% | 6.18% | 7.49% | 7.81% | 4.85% | 3.25% | 5.42% |
Drawdowns
VPMAX vs. FOCKX - Drawdown Comparison
The maximum VPMAX drawdown since its inception was -48.32%, smaller than the maximum FOCKX drawdown of -90.14%. Use the drawdown chart below to compare losses from any high point for VPMAX and FOCKX.
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Drawdown Indicators
| VPMAX | FOCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.32% | -90.14% | +41.82% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -12.55% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -25.21% | -36.97% | +11.76% |
Max Drawdown (10Y)Largest decline over 10 years | -32.65% | -90.14% | +57.49% |
Current DrawdownCurrent decline from peak | -11.72% | -11.28% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -6.61% | -8.47% | +1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 3.23% | -0.08% |
Volatility
VPMAX vs. FOCKX - Volatility Comparison
The current volatility for Vanguard PRIMECAP Fund Admiral Shares (VPMAX) is 5.57%, while Fidelity OTC Portfolio Class K (FOCKX) has a volatility of 6.63%. This indicates that VPMAX experiences smaller price fluctuations and is considered to be less risky than FOCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VPMAX | FOCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 6.63% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 21.87% | 13.55% | +8.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.87% | 22.78% | +6.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 22.54% | -2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 288.89% | -268.80% |