FELCX vs. FLCOX
Compare and contrast key facts about Fidelity Advisor Semiconductors Fund Class C (FELCX) and Fidelity Large Cap Value Index Fund (FLCOX).
FELCX is managed by Fidelity. It was launched on Dec 27, 2000. FLCOX is a passively managed fund by Fidelity that tracks the performance of the Russell 1000 Value Index. It was launched on Jun 7, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FELCX or FLCOX.
Correlation
The correlation between FELCX and FLCOX is 0.61, 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
FELCX vs. FLCOX - Performance Comparison
Key characteristics
FELCX:
1.03
FLCOX:
1.35
FELCX:
1.53
FLCOX:
1.92
FELCX:
1.19
FLCOX:
1.24
FELCX:
1.53
FLCOX:
2.00
FELCX:
4.10
FLCOX:
7.80
FELCX:
9.07%
FLCOX:
1.91%
FELCX:
36.22%
FLCOX:
11.07%
FELCX:
-72.55%
FLCOX:
-38.28%
FELCX:
-8.44%
FLCOX:
-7.48%
Returns By Period
In the year-to-date period, FELCX achieves a 42.32% return, which is significantly higher than FLCOX's 13.57% return.
FELCX
42.32%
4.48%
-7.28%
36.96%
24.41%
18.82%
FLCOX
13.57%
-4.69%
6.65%
13.92%
8.59%
N/A
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. FLCOX - Expense Ratio Comparison
FELCX has a 1.76% expense ratio, which is higher than FLCOX's 0.04% expense ratio.
Risk-Adjusted Performance
FELCX vs. FLCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Semiconductors Fund Class C (FELCX) and Fidelity Large Cap Value Index Fund (FLCOX). 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. FLCOX - Dividend Comparison
FELCX has not paid dividends to shareholders, while FLCOX's dividend yield for the trailing twelve months is around 0.28%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Fidelity Large Cap Value Index Fund | 0.28% | 1.99% | 2.01% | 1.55% | 2.28% | 2.13% | 2.33% | 1.73% | 0.52% | 0.00% |
Drawdowns
FELCX vs. FLCOX - Drawdown Comparison
The maximum FELCX drawdown since its inception was -72.55%, which is greater than FLCOX's maximum drawdown of -38.28%. Use the drawdown chart below to compare losses from any high point for FELCX and FLCOX. For additional features, visit the drawdowns tool.
Volatility
FELCX vs. FLCOX - Volatility Comparison
Fidelity Advisor Semiconductors Fund Class C (FELCX) has a higher volatility of 8.96% compared to Fidelity Large Cap Value Index Fund (FLCOX) at 3.47%. This indicates that FELCX's price experiences larger fluctuations and is considered to be riskier than FLCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.