CMGIX vs. FSCSX

In the year-to-date period, CMGIX achieves a 0.28% return, which is significantly lower than FSCSX's 1.85% return. Over the past 10 years, CMGIX has underperformed FSCSX with an annualized return of 8.91%, while FSCSX has yielded a comparatively higher 17.14% annualized return.

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CMGIX has a 0.80% expense ratio, which is higher than FSCSX's 0.67% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and Fidelity Select Software & IT Services Portfolio (FSCSX). 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.

The current CMGIX Sharpe Ratio is 0.23, which is lower than the FSCSX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of CMGIX and FSCSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CMGIX has not paid dividends to shareholders, while FSCSX's dividend yield for the trailing twelve months is around 10.16%.

The maximum CMGIX drawdown since its inception was -82.66%, which is greater than FSCSX's maximum drawdown of -58.42%. Use the drawdown chart below to compare losses from any high point for CMGIX and FSCSX. For additional features, visit the drawdowns tool.

BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and Fidelity Select Software & IT Services Portfolio (FSCSX) have volatilities of 8.01% and 7.80%, 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.