EKBAX vs. FELAX
Compare and contrast key facts about Allspring Diversified Capital Builder Fund (EKBAX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
EKBAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EKBAX or FELAX.
Correlation
The correlation between EKBAX and FELAX is 0.75, 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
EKBAX vs. FELAX - Performance Comparison
Key characteristics
EKBAX:
1.25
FELAX:
1.08
EKBAX:
1.70
FELAX:
1.58
EKBAX:
1.23
FELAX:
1.20
EKBAX:
1.55
FELAX:
1.65
EKBAX:
5.74
FELAX:
4.30
EKBAX:
3.56%
FELAX:
9.28%
EKBAX:
16.33%
FELAX:
36.96%
EKBAX:
-66.61%
FELAX:
-71.33%
EKBAX:
-6.11%
FELAX:
-11.23%
Returns By Period
In the year-to-date period, EKBAX achieves a 3.67% return, which is significantly higher than FELAX's 2.86% return. Over the past 10 years, EKBAX has underperformed FELAX with an annualized return of 5.04%, while FELAX has yielded a comparatively higher 20.22% annualized return.
EKBAX
3.67%
-1.19%
2.07%
20.20%
5.69%
5.04%
FELAX
2.86%
-8.30%
-2.74%
38.34%
24.21%
20.22%
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EKBAX vs. FELAX - Expense Ratio Comparison
EKBAX has a 1.10% expense ratio, which is higher than FELAX's 1.01% expense ratio.
Risk-Adjusted Performance
EKBAX vs. FELAX — Risk-Adjusted Performance Rank
EKBAX
FELAX
EKBAX vs. FELAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Diversified Capital Builder Fund (EKBAX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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
EKBAX vs. FELAX - Dividend Comparison
EKBAX's dividend yield for the trailing twelve months is around 0.30%, while FELAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKBAX Allspring Diversified Capital Builder Fund | 0.30% | 0.31% | 0.90% | 1.07% | 0.51% | 1.17% | 1.42% | 1.11% | 1.37% | 1.76% | 1.06% | 0.90% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.26% | 0.61% | 0.49% | 0.24% | 10.72% | 0.04% |
Drawdowns
EKBAX vs. FELAX - Drawdown Comparison
The maximum EKBAX drawdown since its inception was -66.61%, smaller than the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for EKBAX and FELAX. For additional features, visit the drawdowns tool.
Volatility
EKBAX vs. FELAX - Volatility Comparison
The current volatility for Allspring Diversified Capital Builder Fund (EKBAX) is 5.33%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 11.92%. This indicates that EKBAX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.