FFSIX vs. FIDSX
Compare and contrast key facts about Fidelity Advisor Financial Services Fund Class I (FFSIX) and Fidelity Select Financial Services Portfolio (FIDSX).
FFSIX is managed by Blackrock. It was launched on Sep 3, 1996. FIDSX is managed by Blackrock. It was launched on Dec 10, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFSIX or FIDSX.
Correlation
The correlation between FFSIX and FIDSX is 0.99, 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
FFSIX vs. FIDSX - Performance Comparison
Key characteristics
FFSIX:
1.50
FIDSX:
1.46
FFSIX:
2.21
FIDSX:
2.11
FFSIX:
1.29
FIDSX:
1.28
FFSIX:
2.46
FIDSX:
2.37
FFSIX:
8.72
FIDSX:
9.10
FFSIX:
2.91%
FIDSX:
2.78%
FFSIX:
16.95%
FIDSX:
17.38%
FFSIX:
-74.76%
FIDSX:
-73.84%
FFSIX:
-10.31%
FIDSX:
-10.67%
Returns By Period
The year-to-date returns for both stocks are quite close, with FFSIX having a 26.11% return and FIDSX slightly lower at 25.89%. Both investments have delivered pretty close results over the past 10 years, with FFSIX having a 10.61% annualized return and FIDSX not far ahead at 10.76%.
FFSIX
26.11%
-10.31%
15.77%
26.11%
11.95%
10.61%
FIDSX
25.89%
-10.67%
15.50%
25.89%
12.30%
10.76%
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FFSIX vs. FIDSX - Expense Ratio Comparison
FFSIX has a 0.76% expense ratio, which is higher than FIDSX's 0.73% expense ratio.
Risk-Adjusted Performance
FFSIX vs. FIDSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Financial Services Fund Class I (FFSIX) and Fidelity Select Financial Services Portfolio (FIDSX). 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
FFSIX vs. FIDSX - Dividend Comparison
FFSIX has not paid dividends to shareholders, while FIDSX's dividend yield for the trailing twelve months is around 0.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFSIX Fidelity Advisor Financial Services Fund Class I | 0.00% | 2.45% | 2.04% | 1.66% | 2.12% | 1.43% | 1.35% | 0.56% | 0.32% | 0.56% | 1.05% | 1.24% |
FIDSX Fidelity Select Financial Services Portfolio | 0.27% | 2.08% | 2.17% | 1.97% | 2.04% | 1.45% | 1.61% | 0.63% | 1.00% | 0.92% | 1.00% | 0.91% |
Drawdowns
FFSIX vs. FIDSX - Drawdown Comparison
The maximum FFSIX drawdown since its inception was -74.76%, roughly equal to the maximum FIDSX drawdown of -73.84%. Use the drawdown chart below to compare losses from any high point for FFSIX and FIDSX. For additional features, visit the drawdowns tool.
Volatility
FFSIX vs. FIDSX - Volatility Comparison
The current volatility for Fidelity Advisor Financial Services Fund Class I (FFSIX) is 5.33%, while Fidelity Select Financial Services Portfolio (FIDSX) has a volatility of 6.51%. This indicates that FFSIX experiences smaller price fluctuations and is considered to be less risky than FIDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.