FANIX vs. FSENX
Compare and contrast key facts about Fidelity Advisor Energy Fund Class I (FANIX) and Fidelity Select Energy Portfolio (FSENX).
FANIX is managed by Fidelity. It was launched on Jul 3, 1995. FSENX is managed 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: FANIX or FSENX.
Correlation
The correlation between FANIX and FSENX 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
FANIX vs. FSENX - Performance Comparison
Key characteristics
FANIX:
0.61
FSENX:
0.62
FANIX:
0.92
FSENX:
0.93
FANIX:
1.12
FSENX:
1.12
FANIX:
0.69
FSENX:
0.70
FANIX:
1.39
FSENX:
1.42
FANIX:
8.27%
FSENX:
8.23%
FANIX:
18.96%
FSENX:
18.94%
FANIX:
-75.81%
FSENX:
-76.56%
FANIX:
-8.31%
FSENX:
-8.27%
Returns By Period
The year-to-date returns for both stocks are quite close, with FANIX having a 5.70% return and FSENX slightly lower at 5.69%. Both investments have delivered pretty close results over the past 10 years, with FANIX having a 4.38% annualized return and FSENX not far ahead at 4.42%.
FANIX
5.70%
2.20%
0.27%
11.56%
16.05%
4.38%
FSENX
5.69%
2.21%
0.33%
11.66%
16.17%
4.42%
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FANIX vs. FSENX - Expense Ratio Comparison
FANIX has a 0.76% expense ratio, which is lower than FSENX's 0.77% expense ratio.
Risk-Adjusted Performance
FANIX vs. FSENX — Risk-Adjusted Performance Rank
FANIX
FSENX
FANIX vs. FSENX - Risk-Adjusted Performance Comparison
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.
Dividends
FANIX vs. FSENX - Dividend Comparison
FANIX's dividend yield for the trailing twelve months is around 0.93%, less than FSENX's 1.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FANIX Fidelity Advisor Energy Fund Class I | 0.93% | 0.98% | 2.21% | 2.19% | 2.28% | 3.40% | 1.81% | 1.19% | 1.61% | 0.20% | 1.02% | 6.36% |
FSENX Fidelity Select Energy Portfolio | 1.85% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.79% | 1.44% | 1.51% | 0.50% | 1.35% | 7.36% |
Drawdowns
FANIX vs. FSENX - Drawdown Comparison
The maximum FANIX drawdown since its inception was -75.81%, roughly equal to the maximum FSENX drawdown of -76.56%. Use the drawdown chart below to compare losses from any high point for FANIX and FSENX. For additional features, visit the drawdowns tool.
Volatility
FANIX vs. FSENX - Volatility Comparison
Fidelity Advisor Energy Fund Class I (FANIX) and Fidelity Select Energy Portfolio (FSENX) have volatilities of 6.25% and 6.22%, 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.