Correlation
The correlation between FGRCX and FSCSX is 0.86, 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.
FGRCX vs. FSCSX
Compare and contrast key facts about Fidelity Advisor Mega Cap Stock Fund Class C (FGRCX) and Fidelity Select Software & IT Services Portfolio (FSCSX).
FGRCX is managed by Fidelity. It was launched on Feb 5, 2008. FSCSX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGRCX or FSCSX.
Performance
FGRCX vs. FSCSX - Performance Comparison
Loading data...
Key characteristics
FGRCX:
0.77
FSCSX:
0.48
FGRCX:
1.13
FSCSX:
0.78
FGRCX:
1.17
FSCSX:
1.10
FGRCX:
0.77
FSCSX:
0.41
FGRCX:
3.00
FSCSX:
1.27
FGRCX:
4.76%
FSCSX:
8.65%
FGRCX:
19.63%
FSCSX:
25.68%
FGRCX:
-53.25%
FSCSX:
-58.41%
FGRCX:
-1.11%
FSCSX:
-6.98%
Returns By Period
In the year-to-date period, FGRCX achieves a 5.00% return, which is significantly higher than FSCSX's 0.36% return. Over the past 10 years, FGRCX has underperformed FSCSX with an annualized return of 11.89%, while FSCSX has yielded a comparatively higher 16.83% annualized return.
FGRCX
5.00%
8.40%
2.70%
14.96%
16.15%
18.84%
11.89%
FSCSX
0.36%
9.79%
-2.23%
12.25%
14.13%
12.52%
16.83%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FGRCX vs. FSCSX - Expense Ratio Comparison
FGRCX has a 1.67% expense ratio, which is higher than FSCSX's 0.67% expense ratio.
Risk-Adjusted Performance
FGRCX vs. FSCSX — Risk-Adjusted Performance Rank
FGRCX
FSCSX
FGRCX vs. FSCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mega Cap Stock Fund Class C (FGRCX) and Fidelity Select Software & IT Services Portfolio (FSCSX). 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.
Loading data...
Dividends
FGRCX vs. FSCSX - Dividend Comparison
FGRCX's dividend yield for the trailing twelve months is around 1.79%, less than FSCSX's 10.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGRCX Fidelity Advisor Mega Cap Stock Fund Class C | 1.79% | 1.88% | 1.23% | 3.43% | 3.88% | 7.99% | 12.35% | 21.04% | 15.67% | 1.05% | 3.23% | 3.40% |
FSCSX Fidelity Select Software & IT Services Portfolio | 10.31% | 10.54% | 7.72% | 9.06% | 6.54% | 5.10% | 12.70% | 4.35% | 7.15% | 3.98% | 5.22% | 10.43% |
Drawdowns
FGRCX vs. FSCSX - Drawdown Comparison
The maximum FGRCX drawdown since its inception was -53.25%, smaller than the maximum FSCSX drawdown of -58.41%. Use the drawdown chart below to compare losses from any high point for FGRCX and FSCSX.
Loading data...
Volatility
FGRCX vs. FSCSX - Volatility Comparison
The current volatility for Fidelity Advisor Mega Cap Stock Fund Class C (FGRCX) is 4.15%, while Fidelity Select Software & IT Services Portfolio (FSCSX) has a volatility of 6.12%. This indicates that FGRCX experiences smaller price fluctuations and is considered to be less risky than FSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...