FELAX vs. FELCX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class A (FELAX) and Fidelity Advisor Semiconductors Fund Class C (FELCX).
FELAX is managed by Fidelity. It was launched on Dec 27, 2000. FELCX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FELAX or FELCX.
Performance
FELAX vs. FELCX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FELAX having a 36.21% return and FELCX slightly lower at 35.30%. Over the past 10 years, FELAX has outperformed FELCX with an annualized return of 20.60%, while FELCX has yielded a comparatively lower 18.96% annualized return.
FELAX
36.21%
-4.00%
4.00%
44.21%
25.95%
20.60%
FELCX
35.30%
-4.08%
3.60%
41.95%
24.27%
18.96%
Key characteristics
| FELAX | FELCX | |
|---|---|---|
| Sharpe Ratio | 1.23 | 1.17 |
| Sortino Ratio | 1.75 | 1.68 |
| Omega Ratio | 1.22 | 1.22 |
| Calmar Ratio | 1.81 | 1.71 |
| Martin Ratio | 5.11 | 4.79 |
| Ulcer Index | 8.58% | 8.68% |
| Daily Std Dev | 35.55% | 35.59% |
| Max Drawdown | -71.33% | -72.55% |
| Current Drawdown | -12.71% | -12.95% |
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FELAX vs. FELCX - Expense Ratio Comparison
FELAX has a 1.01% expense ratio, which is lower than FELCX's 1.76% expense ratio.
Correlation
The correlation between FELAX and FELCX is 1.00, 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.
Risk-Adjusted Performance
FELAX vs. FELCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class A (FELAX) and Fidelity Advisor Semiconductors Fund Class C (FELCX). 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
FELAX vs. FELCX - Dividend Comparison
Neither FELAX nor FELCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FELAX Fidelity Advisor Semiconductors Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.26% | 0.61% | 0.49% | 0.24% | 10.72% | 0.04% |
FELCX Fidelity Advisor Semiconductors Fund Class C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 11.27% | 0.00% |
Drawdowns
FELAX vs. FELCX - Drawdown Comparison
The maximum FELAX drawdown since its inception was -71.33%, roughly equal to the maximum FELCX drawdown of -72.55%. Use the drawdown chart below to compare losses from any high point for FELAX and FELCX. For additional features, visit the drawdowns tool.
Volatility
FELAX vs. FELCX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class A (FELAX) and Fidelity Advisor Semiconductors Fund Class C (FELCX) have volatilities of 9.14% and 9.15%, 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.