ACEIX vs. FSELX
Compare and contrast key facts about Invesco Equity and Income Fund (ACEIX) and Fidelity Select Semiconductors Portfolio (FSELX).
ACEIX is managed by Invesco. It was launched on Aug 2, 1960. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACEIX or FSELX.
Key characteristics
| ACEIX | FSELX | |
|---|---|---|
| YTD Return | 5.72% | 25.98% |
| 1Y Return | 16.52% | 73.87% |
| 3Y Return (Ann) | 3.74% | 30.09% |
| 5Y Return (Ann) | 8.37% | 33.74% |
| 10Y Return (Ann) | 6.82% | 27.40% |
| Sharpe Ratio | 2.02 | 2.40 |
| Daily Std Dev | 8.11% | 31.68% |
| Max Drawdown | -40.32% | -81.70% |
| Current Drawdown | -1.30% | -5.07% |
Correlation
The correlation between ACEIX and FSELX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ACEIX vs. FSELX - Performance Comparison
In the year-to-date period, ACEIX achieves a 5.72% return, which is significantly lower than FSELX's 25.98% return. Over the past 10 years, ACEIX has underperformed FSELX with an annualized return of 6.82%, while FSELX has yielded a comparatively higher 27.40% 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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ACEIX vs. FSELX - Expense Ratio Comparison
ACEIX has a 0.78% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
ACEIX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Equity and Income Fund (ACEIX) and Fidelity Select Semiconductors Portfolio (FSELX). 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
ACEIX vs. FSELX - Dividend Comparison
ACEIX's dividend yield for the trailing twelve months is around 6.57%, more than FSELX's 5.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACEIX Invesco Equity and Income Fund | 6.57% | 6.91% | 6.65% | 13.74% | 2.94% | 6.27% | 8.91% | 6.73% | 4.50% | 2.36% | 11.94% | 7.41% |
FSELX Fidelity Select Semiconductors Portfolio | 5.57% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.65% | 3.82% | 16.31% | 3.48% | 0.61% |
Drawdowns
ACEIX vs. FSELX - Drawdown Comparison
The maximum ACEIX drawdown since its inception was -40.32%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for ACEIX and FSELX. For additional features, visit the drawdowns tool.
Volatility
ACEIX vs. FSELX - Volatility Comparison
The current volatility for Invesco Equity and Income Fund (ACEIX) is 2.18%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 11.61%. This indicates that ACEIX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.