FHCIX vs. FSHCX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class I (FHCIX) and Fidelity Select Health Care Services Portfolio (FSHCX).
FHCIX is managed by Fidelity. It was launched on Sep 3, 1996. FSHCX is managed by Fidelity. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHCIX or FSHCX.
Correlation
The correlation between FHCIX and FSHCX is 0.72, 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
FHCIX vs. FSHCX - Performance Comparison
Key characteristics
FHCIX:
-0.36
FSHCX:
-1.10
FHCIX:
-0.35
FSHCX:
-1.37
FHCIX:
0.95
FSHCX:
0.80
FHCIX:
-0.27
FSHCX:
-0.70
FHCIX:
-1.15
FSHCX:
-2.22
FHCIX:
5.09%
FSHCX:
9.82%
FHCIX:
16.23%
FSHCX:
19.83%
FHCIX:
-44.69%
FSHCX:
-57.77%
FHCIX:
-20.98%
FSHCX:
-26.47%
Returns By Period
In the year-to-date period, FHCIX achieves a 1.23% return, which is significantly lower than FSHCX's 6.28% return. Over the past 10 years, FHCIX has outperformed FSHCX with an annualized return of 4.84%, while FSHCX has yielded a comparatively lower 2.90% annualized return.
FHCIX
1.23%
-10.80%
-12.80%
-5.25%
0.50%
4.84%
FSHCX
6.28%
-8.22%
-16.91%
-20.43%
-0.05%
2.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FHCIX vs. FSHCX - Expense Ratio Comparison
Both FHCIX and FSHCX have an expense ratio of 0.71%.
Risk-Adjusted Performance
FHCIX vs. FSHCX — Risk-Adjusted Performance Rank
FHCIX
FSHCX
FHCIX vs. FSHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class I (FHCIX) and Fidelity Select Health Care Services Portfolio (FSHCX). 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
FHCIX vs. FSHCX - Dividend Comparison
FHCIX has not paid dividends to shareholders, while FSHCX's dividend yield for the trailing twelve months is around 0.01%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 6.29% | 7.50% |
FSHCX Fidelity Select Health Care Services Portfolio | 0.01% | 0.01% | 0.35% | 0.23% | 0.21% | 0.76% | 0.27% | 0.12% | 0.11% | 0.16% | 1.91% | 3.52% |
Drawdowns
FHCIX vs. FSHCX - Drawdown Comparison
The maximum FHCIX drawdown since its inception was -44.69%, smaller than the maximum FSHCX drawdown of -57.77%. Use the drawdown chart below to compare losses from any high point for FHCIX and FSHCX. For additional features, visit the drawdowns tool.
Volatility
FHCIX vs. FSHCX - Volatility Comparison
The current volatility for Fidelity Advisor Health Care Fund Class I (FHCIX) is 10.51%, while Fidelity Select Health Care Services Portfolio (FSHCX) has a volatility of 12.26%. This indicates that FHCIX experiences smaller price fluctuations and is considered to be less risky than FSHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.