BARIX vs. FSELX
Compare and contrast key facts about Baron Asset Fund Institutional Class (BARIX) and Fidelity Select Semiconductors Portfolio (FSELX).
BARIX is managed by Baron Capital Group. It was launched on May 29, 2009. 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: BARIX or FSELX.
Correlation
The correlation between BARIX and FSELX is 0.80, 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
BARIX vs. FSELX - Performance Comparison
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Key characteristics
BARIX:
13.36%
FSELX:
16.71%
BARIX:
-0.63%
FSELX:
-0.85%
BARIX:
-0.05%
FSELX:
0.00%
Returns By Period
BARIX
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FSELX
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BARIX vs. FSELX - Expense Ratio Comparison
BARIX has a 1.03% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
BARIX vs. FSELX — Risk-Adjusted Performance Rank
BARIX
FSELX
BARIX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Asset Fund Institutional Class (BARIX) 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.
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Dividends
BARIX vs. FSELX - Dividend Comparison
Neither BARIX nor FSELX has paid dividends to shareholders.
Drawdowns
BARIX vs. FSELX - Drawdown Comparison
The maximum BARIX drawdown since its inception was -0.63%, smaller than the maximum FSELX drawdown of -0.85%. Use the drawdown chart below to compare losses from any high point for BARIX and FSELX. For additional features, visit the drawdowns tool.
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Volatility
BARIX vs. FSELX - Volatility Comparison
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