FANIX vs. FSENX

The year-to-date returns for both investments are quite close, with FANIX having a -4.11% return and FSENX slightly higher at -3.99%. Both investments have delivered pretty close results over the past 10 years, with FANIX having a 3.50% annualized return and FSENX not far ahead at 3.57%.

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FANIX has a 0.76% expense ratio, which is lower than FSENX's 0.77% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Energy Fund Class I (FANIX) and Fidelity Select Energy Portfolio (FSENX). 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.

The current FANIX Sharpe Ratio is -0.42, which is comparable to the FSENX Sharpe Ratio of -0.42. The chart below compares the historical Sharpe Ratios of FANIX and FSENX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FANIX's dividend yield for the trailing twelve months is around 1.03%, less than FSENX's 2.10% yield.

The maximum FANIX drawdown since its inception was -75.75%, roughly equal to the maximum FSENX drawdown of -75.66%. Use the drawdown chart below to compare losses from any high point for FANIX and FSENX.

Fidelity Advisor Energy Fund Class I (FANIX) and Fidelity Select Energy Portfolio (FSENX) have volatilities of 5.61% and 5.64%, 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.