ACGIX vs. FSELX
Compare and contrast key facts about Invesco Growth and Income Fund (ACGIX) and Fidelity Select Semiconductors Portfolio (FSELX).
ACGIX is managed by Invesco. It was launched on Aug 1, 1946. 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: ACGIX or FSELX.
Performance
ACGIX vs. FSELX - Performance Comparison
Returns By Period
In the year-to-date period, ACGIX achieves a 20.95% return, which is significantly lower than FSELX's 40.54% return. Over the past 10 years, ACGIX has underperformed FSELX with an annualized return of 8.45%, while FSELX has yielded a comparatively higher 18.12% annualized return.
ACGIX
20.95%
3.62%
10.59%
29.84%
11.95%
8.45%
FSELX
40.54%
-3.57%
4.32%
43.33%
23.85%
18.12%
Key characteristics
| ACGIX | FSELX | |
|---|---|---|
| Sharpe Ratio | 2.58 | 1.13 |
| Sortino Ratio | 3.62 | 1.64 |
| Omega Ratio | 1.47 | 1.21 |
| Calmar Ratio | 4.57 | 1.68 |
| Martin Ratio | 15.84 | 4.74 |
| Ulcer Index | 1.86% | 8.62% |
| Daily Std Dev | 11.46% | 36.05% |
| Max Drawdown | -55.39% | -81.70% |
| Current Drawdown | -1.38% | -9.96% |
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ACGIX vs. FSELX - Expense Ratio Comparison
ACGIX has a 0.80% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Correlation
The correlation between ACGIX and FSELX is 0.66, 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.
Risk-Adjusted Performance
ACGIX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Growth and Income Fund (ACGIX) 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
ACGIX vs. FSELX - Dividend Comparison
ACGIX's dividend yield for the trailing twelve months is around 1.22%, more than FSELX's 0.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACGIX Invesco Growth and Income Fund | 1.22% | 1.76% | 1.70% | 1.14% | 1.82% | 1.87% | 2.01% | 1.86% | 1.62% | 1.68% | 2.03% | 1.21% |
FSELX Fidelity Select Semiconductors Portfolio | 0.07% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% | 0.61% |
Drawdowns
ACGIX vs. FSELX - Drawdown Comparison
The maximum ACGIX drawdown since its inception was -55.39%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for ACGIX and FSELX. For additional features, visit the drawdowns tool.
Volatility
ACGIX vs. FSELX - Volatility Comparison
The current volatility for Invesco Growth and Income Fund (ACGIX) is 4.33%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.49%. This indicates that ACGIX 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.