BIGRX vs. FSPHX
Compare and contrast key facts about American Century Disciplined Core Value Fund (BIGRX) and Fidelity® Select Health Care Portfolio (FSPHX).
BIGRX is managed by American Century Investments. It was launched on Dec 17, 1990. FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIGRX or FSPHX.
Key characteristics
| BIGRX | FSPHX | |
|---|---|---|
| YTD Return | 16.85% | 13.39% |
| 1Y Return | 26.59% | 23.52% |
| 3Y Return (Ann) | 5.02% | 1.74% |
| 5Y Return (Ann) | 10.66% | 11.29% |
| 10Y Return (Ann) | 9.68% | 10.56% |
| Sharpe Ratio | 2.44 | 1.82 |
| Sortino Ratio | 3.39 | 2.55 |
| Omega Ratio | 1.42 | 1.32 |
| Calmar Ratio | 1.56 | 1.03 |
| Martin Ratio | 12.79 | 8.31 |
| Ulcer Index | 2.19% | 2.98% |
| Daily Std Dev | 11.46% | 13.62% |
| Max Drawdown | -58.04% | -91.65% |
| Current Drawdown | -0.53% | -1.83% |
Correlation
The correlation between BIGRX and FSPHX is 0.72, 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
BIGRX vs. FSPHX - Performance Comparison
In the year-to-date period, BIGRX achieves a 16.85% return, which is significantly higher than FSPHX's 13.39% return. Over the past 10 years, BIGRX has underperformed FSPHX with an annualized return of 9.68%, while FSPHX has yielded a comparatively higher 10.56% 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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BIGRX vs. FSPHX - Expense Ratio Comparison
BIGRX has a 0.65% expense ratio, which is lower than FSPHX's 0.69% expense ratio.
Risk-Adjusted Performance
BIGRX vs. FSPHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Core Value Fund (BIGRX) and Fidelity® Select Health Care Portfolio (FSPHX). 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
BIGRX vs. FSPHX - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 1.26%, less than FSPHX's 2.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 1.26% | 1.55% | 2.22% | 28.04% | 16.19% | 3.90% | 12.86% | 9.32% | 3.91% | 9.22% | 7.48% | 2.02% |
FSPHX Fidelity® Select Health Care Portfolio | 2.94% | 0.00% | 2.13% | 9.06% | 11.29% | 1.35% | 9.09% | 2.44% | 0.18% | 11.63% | 13.82% | 10.40% |
Drawdowns
BIGRX vs. FSPHX - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -58.04%, smaller than the maximum FSPHX drawdown of -91.65%. Use the drawdown chart below to compare losses from any high point for BIGRX and FSPHX. For additional features, visit the drawdowns tool.
Volatility
BIGRX vs. FSPHX - Volatility Comparison
The current volatility for American Century Disciplined Core Value Fund (BIGRX) is 2.76%, while Fidelity® Select Health Care Portfolio (FSPHX) has a volatility of 3.59%. This indicates that BIGRX experiences smaller price fluctuations and is considered to be less risky than FSPHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.