BIOPX vs. FSELX
Compare and contrast key facts about Baron Opportunity Fund (BIOPX) and Fidelity Select Semiconductors Portfolio (FSELX).
BIOPX is managed by Baron Capital Group, Inc.. It was launched on Feb 29, 2000. 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: BIOPX or FSELX.
Correlation
The correlation between BIOPX and FSELX is 0.77, 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
BIOPX vs. FSELX - Performance Comparison
Key characteristics
BIOPX:
1.73
FSELX:
0.93
BIOPX:
2.26
FSELX:
1.42
BIOPX:
1.31
FSELX:
1.18
BIOPX:
1.16
FSELX:
1.39
BIOPX:
9.77
FSELX:
3.87
BIOPX:
3.94%
FSELX:
8.72%
BIOPX:
22.20%
FSELX:
36.41%
BIOPX:
-67.79%
FSELX:
-81.70%
BIOPX:
-7.73%
FSELX:
-11.44%
Returns By Period
In the year-to-date period, BIOPX achieves a 35.63% return, which is significantly lower than FSELX's 38.23% return. Over the past 10 years, BIOPX has underperformed FSELX with an annualized return of 10.08%, while FSELX has yielded a comparatively higher 16.98% annualized return.
BIOPX
35.63%
0.36%
13.71%
36.21%
16.02%
10.08%
FSELX
38.23%
-1.64%
-6.19%
39.26%
22.02%
16.98%
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BIOPX vs. FSELX - Expense Ratio Comparison
BIOPX has a 1.31% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
BIOPX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Opportunity Fund (BIOPX) 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
BIOPX vs. FSELX - Dividend Comparison
Neither BIOPX nor FSELX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIOPX Baron Opportunity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSELX Fidelity Select Semiconductors Portfolio | 0.00% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% | 0.61% |
Drawdowns
BIOPX vs. FSELX - Drawdown Comparison
The maximum BIOPX drawdown since its inception was -67.79%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for BIOPX and FSELX. For additional features, visit the drawdowns tool.
Volatility
BIOPX vs. FSELX - Volatility Comparison
Baron Opportunity Fund (BIOPX) and Fidelity Select Semiconductors Portfolio (FSELX) have volatilities of 8.21% and 8.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.