FDLSX vs. FISMX
Compare and contrast key facts about Fidelity Select Leisure Portfolio (FDLSX) and Fidelity International Small Cap Fund (FISMX).
FDLSX is managed by Fidelity Investments. It was launched on May 7, 1984. FISMX is managed by Fidelity. It was launched on Sep 18, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDLSX or FISMX.
Key characteristics
| FDLSX | FISMX | |
|---|---|---|
| YTD Return | 9.26% | 6.35% |
| 1Y Return | 17.60% | 14.96% |
| 3Y Return (Ann) | 8.62% | 1.01% |
| 5Y Return (Ann) | 12.20% | 7.68% |
| 10Y Return (Ann) | 12.28% | 7.66% |
| Sharpe Ratio | 1.27 | 1.34 |
| Daily Std Dev | 15.19% | 11.52% |
| Max Drawdown | -94.48% | -58.76% |
| Current Drawdown | -8.07% | -1.80% |
Correlation
The correlation between FDLSX and FISMX is 0.56, 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
FDLSX vs. FISMX - Performance Comparison
In the year-to-date period, FDLSX achieves a 9.26% return, which is significantly higher than FISMX's 6.35% return. Over the past 10 years, FDLSX has outperformed FISMX with an annualized return of 12.28%, while FISMX has yielded a comparatively lower 7.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FDLSX vs. FISMX - Expense Ratio Comparison
FDLSX has a 0.74% expense ratio, which is lower than FISMX's 1.01% expense ratio.
Risk-Adjusted Performance
FDLSX vs. FISMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Leisure Portfolio (FDLSX) and Fidelity International Small Cap Fund (FISMX). 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
FDLSX vs. FISMX - Dividend Comparison
FDLSX's dividend yield for the trailing twelve months is around 2.30%, more than FISMX's 1.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDLSX Fidelity Select Leisure Portfolio | 2.30% | 1.64% | 3.32% | 22.77% | 2.36% | 6.43% | 20.10% | 6.33% | 1.01% | 5.56% | 8.61% | 8.06% |
FISMX Fidelity International Small Cap Fund | 1.75% | 1.87% | 0.70% | 7.28% | 0.83% | 2.32% | 6.14% | 3.44% | 2.70% | 5.45% | 18.12% | 2.92% |
Drawdowns
FDLSX vs. FISMX - Drawdown Comparison
The maximum FDLSX drawdown since its inception was -94.48%, which is greater than FISMX's maximum drawdown of -58.76%. Use the drawdown chart below to compare losses from any high point for FDLSX and FISMX. For additional features, visit the drawdowns tool.
Volatility
FDLSX vs. FISMX - Volatility Comparison
Fidelity Select Leisure Portfolio (FDLSX) has a higher volatility of 4.12% compared to Fidelity International Small Cap Fund (FISMX) at 3.56%. This indicates that FDLSX's price experiences larger fluctuations and is considered to be riskier than FISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.