FDEQX vs. FSELX
Compare and contrast key facts about Fidelity Disciplined Equity Fund (FDEQX) and Fidelity Select Semiconductors Portfolio (FSELX).
FDEQX is managed by Fidelity. It was launched on Dec 28, 1988. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Performance
FDEQX vs. FSELX - Performance Comparison
Loading graphics...
FDEQX vs. FSELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEQX Fidelity Disciplined Equity Fund | -5.82% | 16.43% | 25.01% | 34.07% | -28.06% | 27.62% | 29.80% | 31.95% | -10.37% | 20.15% |
FSELX Fidelity Select Semiconductors Portfolio | 7.19% | 52.17% | 49.68% | 78.49% | -35.27% | 59.16% | 44.33% | 64.50% | -12.01% | 34.51% |
Returns By Period
In the year-to-date period, FDEQX achieves a -5.82% return, which is significantly lower than FSELX's 7.19% return. Over the past 10 years, FDEQX has underperformed FSELX with an annualized return of 12.57%, while FSELX has yielded a comparatively higher 32.33% annualized return.
FDEQX
- 1D
- 3.90%
- 1M
- -6.65%
- YTD
- -5.82%
- 6M
- -4.62%
- 1Y
- 18.54%
- 3Y*
- 18.76%
- 5Y*
- 10.00%
- 10Y*
- 12.57%
FSELX
- 1D
- 7.19%
- 1M
- -4.24%
- YTD
- 7.19%
- 6M
- 13.70%
- 1Y
- 97.02%
- 3Y*
- 46.40%
- 5Y*
- 31.60%
- 10Y*
- 32.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FDEQX vs. FSELX - Expense Ratio Comparison
FDEQX has a 0.79% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Return for Risk
FDEQX vs. FSELX — Risk / Return Rank
FDEQX
FSELX
FDEQX vs. FSELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Disciplined Equity Fund (FDEQX) and Fidelity Select Semiconductors Portfolio (FSELX). 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.
| FDEQX | FSELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 2.40 | -1.48 |
Sortino ratioReturn per unit of downside risk | 1.41 | 3.02 | -1.61 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.43 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 5.65 | -4.09 |
Martin ratioReturn relative to average drawdown | 6.07 | 22.93 | -16.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FDEQX | FSELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 2.40 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.82 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.93 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.50 | +0.08 |
Correlation
The correlation between FDEQX and FSELX is 0.75, 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.
Dividends
FDEQX vs. FSELX - Dividend Comparison
FDEQX's dividend yield for the trailing twelve months is around 8.56%, less than FSELX's 10.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEQX Fidelity Disciplined Equity Fund | 8.56% | 8.06% | 9.23% | 4.55% | 2.89% | 1.43% | 0.02% | 0.54% | 15.29% | 2.89% | 1.46% | 5.20% |
FSELX Fidelity Select Semiconductors Portfolio | 10.36% | 11.11% | 7.97% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.44% | 3.82% | 15.22% |
Drawdowns
FDEQX vs. FSELX - Drawdown Comparison
The maximum FDEQX drawdown since its inception was -55.27%, smaller than the maximum FSELX drawdown of -82.54%. Use the drawdown chart below to compare losses from any high point for FDEQX and FSELX.
Loading graphics...
Drawdown Indicators
| FDEQX | FSELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.27% | -82.54% | +27.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.48% | -17.23% | +4.75% |
Max Drawdown (5Y)Largest decline over 5 years | -32.91% | -46.37% | +13.46% |
Max Drawdown (10Y)Largest decline over 10 years | -32.91% | -46.37% | +13.46% |
Current DrawdownCurrent decline from peak | -9.07% | -8.22% | -0.85% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -28.82% | +18.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 4.24% | -1.04% |
Volatility
FDEQX vs. FSELX - Volatility Comparison
The current volatility for Fidelity Disciplined Equity Fund (FDEQX) is 7.40%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 12.78%. This indicates that FDEQX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FDEQX | FSELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.40% | 12.78% | -5.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.55% | 25.83% | -13.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.20% | 41.39% | -20.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.95% | 38.69% | -18.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.94% | 34.78% | -14.84% |