DGAGX vs. FSELX
Compare and contrast key facts about BNY Mellon Appreciation Fund, Inc. (DGAGX) and Fidelity Select Semiconductors Portfolio (FSELX).
DGAGX is managed by T. Rowe Price. It was launched on Jan 18, 1984. 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: DGAGX or FSELX.
Correlation
The correlation between DGAGX and FSELX is 0.93, 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
DGAGX vs. FSELX - Performance Comparison
Key characteristics
DGAGX:
-0.01
FSELX:
-0.16
DGAGX:
0.11
FSELX:
0.09
DGAGX:
1.02
FSELX:
1.01
DGAGX:
-0.01
FSELX:
-0.19
DGAGX:
-0.04
FSELX:
-0.51
DGAGX:
4.70%
FSELX:
14.59%
DGAGX:
18.38%
FSELX:
46.66%
DGAGX:
-53.00%
FSELX:
-81.70%
DGAGX:
-11.64%
FSELX:
-30.83%
Returns By Period
In the year-to-date period, DGAGX achieves a -7.50% return, which is significantly higher than FSELX's -21.78% return. Over the past 10 years, DGAGX has underperformed FSELX with an annualized return of 10.28%, while FSELX has yielded a comparatively higher 13.64% annualized return.
DGAGX
-7.50%
-6.06%
-8.10%
0.08%
12.34%
10.28%
FSELX
-21.78%
-10.28%
-26.05%
-10.19%
20.80%
13.64%
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DGAGX vs. FSELX - Expense Ratio Comparison
DGAGX has a 0.88% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
DGAGX vs. FSELX — Risk-Adjusted Performance Rank
DGAGX
FSELX
DGAGX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Appreciation Fund, Inc. (DGAGX) 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
DGAGX vs. FSELX - Dividend Comparison
DGAGX's dividend yield for the trailing twelve months is around 15.90%, while FSELX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGAGX BNY Mellon Appreciation Fund, Inc. | 15.90% | 17.31% | 7.44% | 9.16% | 3.91% | 5.29% | 10.52% | 21.70% | 16.17% | 27.73% | 31.89% | 5.29% |
FSELX Fidelity Select Semiconductors Portfolio | 0.00% | 0.00% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% |
Drawdowns
DGAGX vs. FSELX - Drawdown Comparison
The maximum DGAGX drawdown since its inception was -53.00%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for DGAGX and FSELX. For additional features, visit the drawdowns tool.
Volatility
DGAGX vs. FSELX - Volatility Comparison
The current volatility for BNY Mellon Appreciation Fund, Inc. (DGAGX) is 13.71%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 26.53%. This indicates that DGAGX 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.