DLHIX vs. FSHCX
Compare and contrast key facts about Delaware Healthcare Fund (DLHIX) and Fidelity Select Health Care Services Portfolio (FSHCX).
DLHIX is managed by Delaware Funds by Macquarie. It was launched on Sep 27, 2007. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DLHIX or FSHCX.
Correlation
The correlation between DLHIX and FSHCX is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
DLHIX vs. FSHCX - Performance Comparison
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Key characteristics
DLHIX:
16.34%
FSHCX:
10.26%
DLHIX:
-34.64%
FSHCX:
-2.07%
DLHIX:
-16.46%
FSHCX:
-2.07%
Returns By Period
DLHIX
-5.71%
1.39%
-13.10%
-5.31%
4.69%
7.67%
FSHCX
N/A
N/A
N/A
N/A
N/A
N/A
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DLHIX vs. FSHCX - Expense Ratio Comparison
DLHIX has a 0.98% expense ratio, which is higher than FSHCX's 0.71% expense ratio.
Risk-Adjusted Performance
DLHIX vs. FSHCX — Risk-Adjusted Performance Rank
DLHIX
FSHCX
DLHIX vs. FSHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Healthcare Fund (DLHIX) and Fidelity Select Health Care Services Portfolio (FSHCX). 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
DLHIX vs. FSHCX - Dividend Comparison
DLHIX's dividend yield for the trailing twelve months is around 14.85%, more than FSHCX's 0.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLHIX Delaware Healthcare Fund | 14.85% | 14.00% | 6.97% | 9.16% | 5.41% | 5.75% | 7.63% | 2.11% | 3.23% | 8.20% | 7.90% | 11.16% |
FSHCX Fidelity Select Health Care Services Portfolio | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DLHIX vs. FSHCX - Drawdown Comparison
The maximum DLHIX drawdown since its inception was -34.64%, which is greater than FSHCX's maximum drawdown of -2.07%. Use the drawdown chart below to compare losses from any high point for DLHIX and FSHCX. For additional features, visit the drawdowns tool.
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Volatility
DLHIX vs. FSHCX - Volatility Comparison
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