FACDX vs. FSPHX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class A (FACDX) and Fidelity® Select Health Care Portfolio (FSPHX).
FACDX is managed by Fidelity. It was launched on Sep 3, 1996. FSPHX is an actively managed fund by Fidelity. It was launched on Jul 14, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FACDX or FSPHX.
Correlation
The correlation between FACDX and FSPHX is 0.98, 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
FACDX vs. FSPHX - Performance Comparison
Key characteristics
FACDX:
0.54
FSPHX:
0.34
FACDX:
0.82
FSPHX:
0.54
FACDX:
1.10
FSPHX:
1.07
FACDX:
0.34
FSPHX:
0.22
FACDX:
2.18
FSPHX:
1.09
FACDX:
3.38%
FSPHX:
4.52%
FACDX:
13.75%
FSPHX:
14.51%
FACDX:
-44.81%
FSPHX:
-91.65%
FACDX:
-14.97%
FSPHX:
-17.61%
Returns By Period
In the year-to-date period, FACDX achieves a 3.67% return, which is significantly higher than FSPHX's 1.32% return. Over the past 10 years, FACDX has outperformed FSPHX with an annualized return of 5.40%, while FSPHX has yielded a comparatively lower 3.27% annualized return.
FACDX
3.67%
-2.60%
1.40%
6.31%
2.31%
5.40%
FSPHX
1.32%
-2.96%
2.14%
3.92%
0.56%
3.27%
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FACDX vs. FSPHX - Expense Ratio Comparison
FACDX has a 0.97% expense ratio, which is higher than FSPHX's 0.69% expense ratio.
Risk-Adjusted Performance
FACDX vs. FSPHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class A (FACDX) and Fidelity® Select Health Care Portfolio (FSPHX). 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
FACDX vs. FSPHX - Dividend Comparison
Neither FACDX nor FSPHX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Advisor Health Care Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 6.66% | 7.90% | 10.79% |
Fidelity® Select Health Care Portfolio | 0.00% | 0.00% | 0.00% | 0.13% | 0.58% | 0.11% | 0.15% | 0.17% | 0.13% | 4.61% | 4.79% | 10.40% |
Drawdowns
FACDX vs. FSPHX - Drawdown Comparison
The maximum FACDX drawdown since its inception was -44.81%, smaller than the maximum FSPHX drawdown of -91.65%. Use the drawdown chart below to compare losses from any high point for FACDX and FSPHX. For additional features, visit the drawdowns tool.
Volatility
FACDX vs. FSPHX - Volatility Comparison
Fidelity Advisor Health Care Fund Class A (FACDX) and Fidelity® Select Health Care Portfolio (FSPHX) have volatilities of 4.38% and 4.46%, 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.