Correlation
The correlation between FAFDX and FSPCX is 0.74, 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.
FAFDX vs. FSPCX
Compare and contrast key facts about Fidelity Advisor Financial Services Fund Class A (FAFDX) and Fidelity Select Insurance Portfolio (FSPCX).
FAFDX is managed by Blackrock. It was launched on Sep 3, 1996. FSPCX is managed by Fidelity. It was launched on Dec 16, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAFDX or FSPCX.
Performance
FAFDX vs. FSPCX - Performance Comparison
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Key characteristics
FAFDX:
1.15
FSPCX:
1.09
FAFDX:
1.63
FSPCX:
1.58
FAFDX:
1.24
FSPCX:
1.22
FAFDX:
1.33
FSPCX:
1.82
FAFDX:
4.87
FSPCX:
5.18
FAFDX:
5.29%
FSPCX:
4.02%
FAFDX:
22.91%
FSPCX:
18.70%
FAFDX:
-75.56%
FSPCX:
-69.25%
FAFDX:
-3.73%
FSPCX:
-0.83%
Returns By Period
In the year-to-date period, FAFDX achieves a 3.23% return, which is significantly lower than FSPCX's 7.70% return. Over the past 10 years, FAFDX has underperformed FSPCX with an annualized return of 10.98%, while FSPCX has yielded a comparatively higher 13.34% annualized return.
FAFDX
3.23%
6.01%
-2.67%
24.78%
14.72%
20.31%
10.98%
FSPCX
7.70%
5.41%
-0.62%
18.47%
18.43%
22.07%
13.34%
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FAFDX vs. FSPCX - Expense Ratio Comparison
FAFDX has a 1.03% expense ratio, which is higher than FSPCX's 0.78% expense ratio.
Risk-Adjusted Performance
FAFDX vs. FSPCX — Risk-Adjusted Performance Rank
FAFDX
FSPCX
FAFDX vs. FSPCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Financial Services Fund Class A (FAFDX) and Fidelity Select Insurance Portfolio (FSPCX). 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
FAFDX vs. FSPCX - Dividend Comparison
FAFDX's dividend yield for the trailing twelve months is around 4.65%, less than FSPCX's 5.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAFDX Fidelity Advisor Financial Services Fund Class A | 4.65% | 4.80% | 2.29% | 5.93% | 4.21% | 2.47% | 1.21% | 4.00% | 0.37% | 0.21% | 0.53% | 0.77% |
FSPCX Fidelity Select Insurance Portfolio | 5.84% | 8.72% | 8.48% | 0.74% | 8.40% | 8.80% | 6.90% | 33.30% | 12.52% | 2.81% | 3.11% | 10.81% |
Drawdowns
FAFDX vs. FSPCX - Drawdown Comparison
The maximum FAFDX drawdown since its inception was -75.56%, which is greater than FSPCX's maximum drawdown of -69.25%. Use the drawdown chart below to compare losses from any high point for FAFDX and FSPCX.
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Volatility
FAFDX vs. FSPCX - Volatility Comparison
Fidelity Advisor Financial Services Fund Class A (FAFDX) has a higher volatility of 5.46% compared to Fidelity Select Insurance Portfolio (FSPCX) at 4.67%. This indicates that FAFDX's price experiences larger fluctuations and is considered to be riskier than FSPCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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