FBDIX vs. FSHCX
Compare and contrast key facts about Franklin Biotechnology Discovery Fund (FBDIX) and Fidelity Select Health Care Services Portfolio (FSHCX).
FBDIX is managed by Franklin Templeton Investments. It was launched on Sep 14, 1997. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBDIX or FSHCX.
Correlation
The correlation between FBDIX and FSHCX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FBDIX vs. FSHCX - Performance Comparison
Key characteristics
FBDIX:
-0.45
FSHCX:
-1.10
FBDIX:
-0.47
FSHCX:
-1.37
FBDIX:
0.94
FSHCX:
0.80
FBDIX:
-0.21
FSHCX:
-0.70
FBDIX:
-1.24
FSHCX:
-2.22
FBDIX:
7.71%
FSHCX:
9.82%
FBDIX:
21.08%
FSHCX:
19.83%
FBDIX:
-71.51%
FSHCX:
-57.77%
FBDIX:
-44.83%
FSHCX:
-26.47%
Returns By Period
In the year-to-date period, FBDIX achieves a -2.90% return, which is significantly lower than FSHCX's 6.28% return. Over the past 10 years, FBDIX has underperformed FSHCX with an annualized return of -3.79%, while FSHCX has yielded a comparatively higher 2.90% annualized return.
FBDIX
-2.90%
-13.35%
-22.94%
-9.82%
-5.17%
-3.79%
FSHCX
6.28%
-8.22%
-16.91%
-20.43%
-0.05%
2.90%
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FBDIX vs. FSHCX - Expense Ratio Comparison
FBDIX has a 1.06% expense ratio, which is higher than FSHCX's 0.71% expense ratio.
Risk-Adjusted Performance
FBDIX vs. FSHCX — Risk-Adjusted Performance Rank
FBDIX
FSHCX
FBDIX vs. FSHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Biotechnology Discovery Fund (FBDIX) and Fidelity Select Health Care Services Portfolio (FSHCX). 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
FBDIX vs. FSHCX - Dividend Comparison
FBDIX has not paid dividends to shareholders, while FSHCX's dividend yield for the trailing twelve months is around 0.01%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBDIX Franklin Biotechnology Discovery Fund | 0.00% | 0.00% | 0.00% | 0.13% | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 1.33% | 0.00% | 0.00% |
FSHCX Fidelity Select Health Care Services Portfolio | 0.01% | 0.01% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% |
Drawdowns
FBDIX vs. FSHCX - Drawdown Comparison
The maximum FBDIX drawdown since its inception was -71.51%, which is greater than FSHCX's maximum drawdown of -57.77%. Use the drawdown chart below to compare losses from any high point for FBDIX and FSHCX. For additional features, visit the drawdowns tool.
Volatility
FBDIX vs. FSHCX - Volatility Comparison
The current volatility for Franklin Biotechnology Discovery Fund (FBDIX) is 10.95%, while Fidelity Select Health Care Services Portfolio (FSHCX) has a volatility of 12.26%. This indicates that FBDIX experiences smaller price fluctuations and is considered to be less risky than FSHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.