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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDEQX or FSELX.
Correlation
The correlation between FDEQX and FSELX 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.
Performance
FDEQX vs. FSELX - Performance Comparison
Key characteristics
FDEQX:
0.71
FSELX:
0.65
FDEQX:
0.98
FSELX:
1.07
FDEQX:
1.15
FSELX:
1.14
FDEQX:
1.07
FSELX:
1.02
FDEQX:
2.73
FSELX:
2.60
FDEQX:
4.78%
FSELX:
9.53%
FDEQX:
18.43%
FSELX:
38.29%
FDEQX:
-54.60%
FSELX:
-81.70%
FDEQX:
-7.86%
FSELX:
-8.85%
Returns By Period
In the year-to-date period, FDEQX achieves a 4.80% return, which is significantly higher than FSELX's 3.08% return. Over the past 10 years, FDEQX has underperformed FSELX with an annualized return of 8.75%, while FSELX has yielded a comparatively higher 16.76% annualized return.
FDEQX
4.80%
2.55%
1.75%
11.42%
10.39%
8.75%
FSELX
3.08%
0.35%
2.01%
23.08%
21.49%
16.76%
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FDEQX vs. FSELX - Expense Ratio Comparison
FDEQX has a 0.79% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
FDEQX vs. FSELX — Risk-Adjusted Performance Rank
FDEQX
FSELX
FDEQX vs. FSELX - Risk-Adjusted Performance 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.
Dividends
FDEQX vs. FSELX - Dividend Comparison
FDEQX's dividend yield for the trailing twelve months is around 0.27%, while FSELX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEQX Fidelity Disciplined Equity Fund | 0.27% | 0.28% | 0.37% | 0.26% | 0.00% | 0.02% | 0.54% | 1.75% | 1.17% | 1.46% | 7.45% | 8.86% |
FSELX Fidelity Select Semiconductors Portfolio | 0.00% | 0.00% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% |
Drawdowns
FDEQX vs. FSELX - Drawdown Comparison
The maximum FDEQX drawdown since its inception was -54.60%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FDEQX and FSELX. For additional features, visit the drawdowns tool.
Volatility
FDEQX vs. FSELX - Volatility Comparison
The current volatility for Fidelity Disciplined Equity Fund (FDEQX) is 5.57%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 14.77%. 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.