FELCX vs. FELAX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class C (FELCX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
FELCX is managed by Fidelity. It was launched on Dec 27, 2000. FELAX 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: FELCX or FELAX.
Key characteristics
| FELCX | FELAX | |
|---|---|---|
| YTD Return | 39.82% | 40.75% |
| 1Y Return | 46.66% | 48.97% |
| 3Y Return (Ann) | 12.98% | 14.63% |
| 5Y Return (Ann) | 25.14% | 26.83% |
| 10Y Return (Ann) | 19.52% | 21.16% |
| Sharpe Ratio | 1.46 | 1.53 |
| Sortino Ratio | 1.99 | 2.06 |
| Omega Ratio | 1.26 | 1.27 |
| Calmar Ratio | 2.15 | 2.25 |
| Martin Ratio | 6.05 | 6.40 |
| Ulcer Index | 8.62% | 8.52% |
| Daily Std Dev | 35.61% | 35.58% |
| Max Drawdown | -72.55% | -71.33% |
| Current Drawdown | -10.04% | -9.80% |
Correlation
The correlation between FELCX and FELAX 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.
Performance
FELCX vs. FELAX - Performance Comparison
The year-to-date returns for both investments are quite close, with FELCX having a 39.82% return and FELAX slightly higher at 40.75%. Over the past 10 years, FELCX has underperformed FELAX with an annualized return of 19.52%, while FELAX has yielded a comparatively higher 21.16% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FELCX vs. FELAX - Expense Ratio Comparison
FELCX has a 1.76% expense ratio, which is higher than FELAX's 1.01% expense ratio.
Risk-Adjusted Performance
FELCX vs. FELAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class C (FELCX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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
FELCX vs. FELAX - Dividend Comparison
Neither FELCX nor FELAX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
FELCX vs. FELAX - Drawdown Comparison
The maximum FELCX drawdown since its inception was -72.55%, roughly equal to the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for FELCX and FELAX. For additional features, visit the drawdowns tool.
Volatility
FELCX vs. FELAX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class C (FELCX) and Fidelity Advisor Semiconductors Fund Class A (FELAX) have volatilities of 8.80% and 8.80%, 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.