FIDSX vs. FINSX
Compare and contrast key facts about Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Advisor New Insights Fund Class I (FINSX).
FIDSX is managed by BlackRock. It was launched on Dec 10, 1981. FINSX is managed by Fidelity. It was launched on Jul 31, 2003.
Performance
FIDSX vs. FINSX - Performance Comparison
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FIDSX vs. FINSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | -9.46% | 9.33% | 27.56% | 14.53% | -8.19% | 33.13% | 1.22% | 34.25% | -16.13% | 20.92% |
FINSX Fidelity Advisor New Insights Fund Class I | -7.44% | 21.56% | 35.26% | 36.28% | -26.40% | 24.72% | 23.94% | 29.44% | -4.38% | 28.40% |
Returns By Period
In the year-to-date period, FIDSX achieves a -9.46% return, which is significantly lower than FINSX's -7.44% return. Over the past 10 years, FIDSX has underperformed FINSX with an annualized return of 11.65%, while FINSX has yielded a comparatively higher 14.87% annualized return.
FIDSX
- 1D
- 0.98%
- 1M
- -5.37%
- YTD
- -9.46%
- 6M
- -10.80%
- 1Y
- -0.81%
- 3Y*
- 15.35%
- 5Y*
- 8.37%
- 10Y*
- 11.65%
FINSX
- 1D
- -0.53%
- 1M
- -9.26%
- YTD
- -7.44%
- 6M
- -4.09%
- 1Y
- 20.47%
- 3Y*
- 23.49%
- 5Y*
- 13.16%
- 10Y*
- 14.87%
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FIDSX vs. FINSX - Expense Ratio Comparison
FIDSX has a 0.73% expense ratio, which is higher than FINSX's 0.68% expense ratio.
Return for Risk
FIDSX vs. FINSX — Risk / Return Rank
FIDSX
FINSX
FIDSX vs. FINSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Financial Services Portfolio (FIDSX) and Fidelity Advisor New Insights Fund Class I (FINSX). 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.
| FIDSX | FINSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | 1.05 | -1.05 |
Sortino ratioReturn per unit of downside risk | 0.15 | 1.59 | -1.44 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.23 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | 1.62 | -1.77 |
Martin ratioReturn relative to average drawdown | -0.41 | 6.57 | -6.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIDSX | FINSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | 1.05 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.70 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.78 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.62 | -0.15 |
Correlation
The correlation between FIDSX and FINSX is 0.70, 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.
Dividends
FIDSX vs. FINSX - Dividend Comparison
FIDSX's dividend yield for the trailing twelve months is around 1.88%, less than FINSX's 9.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDSX Fidelity Select Financial Services Portfolio | 1.88% | 1.70% | 1.86% | 3.01% | 11.32% | 4.12% | 5.86% | 5.57% | 12.89% | 4.22% | 1.00% | 0.70% |
FINSX Fidelity Advisor New Insights Fund Class I | 9.52% | 8.45% | 5.56% | 6.12% | 16.70% | 12.20% | 7.89% | 6.56% | 13.73% | 7.73% | 5.18% | 4.59% |
Drawdowns
FIDSX vs. FINSX - Drawdown Comparison
The maximum FIDSX drawdown since its inception was -74.26%, which is greater than FINSX's maximum drawdown of -48.25%. Use the drawdown chart below to compare losses from any high point for FIDSX and FINSX.
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Drawdown Indicators
| FIDSX | FINSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.26% | -48.25% | -26.01% |
Max Drawdown (1Y)Largest decline over 1 year | -16.60% | -10.83% | -5.77% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -31.85% | +7.36% |
Max Drawdown (10Y)Largest decline over 10 years | -45.48% | -31.95% | -13.53% |
Current DrawdownCurrent decline from peak | -15.78% | -10.39% | -5.39% |
Average DrawdownAverage peak-to-trough decline | -14.00% | -6.83% | -7.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.96% | 2.67% | +3.29% |
Volatility
FIDSX vs. FINSX - Volatility Comparison
The current volatility for Fidelity Select Financial Services Portfolio (FIDSX) is 4.53%, while Fidelity Advisor New Insights Fund Class I (FINSX) has a volatility of 5.29%. This indicates that FIDSX experiences smaller price fluctuations and is considered to be less risky than FINSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIDSX | FINSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 5.29% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 13.73% | 10.86% | +2.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.95% | 19.55% | +2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.95% | 19.00% | +1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.68% | 19.21% | +4.47% |