FINSX vs. FIDSX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity Select Financial Services Portfolio (FIDSX).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. 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: FINSX or FIDSX.
Correlation
The correlation between FINSX and FIDSX is 0.82, 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
FINSX vs. FIDSX - Performance Comparison
Key characteristics
FINSX:
0.39
FIDSX:
0.90
FINSX:
0.69
FIDSX:
1.35
FINSX:
1.10
FIDSX:
1.20
FINSX:
0.39
FIDSX:
1.05
FINSX:
1.27
FIDSX:
3.96
FINSX:
6.94%
FIDSX:
5.16%
FINSX:
22.26%
FIDSX:
22.60%
FINSX:
-49.23%
FIDSX:
-74.17%
FINSX:
-13.23%
FIDSX:
-9.35%
Returns By Period
In the year-to-date period, FINSX achieves a -5.50% return, which is significantly lower than FIDSX's -2.72% return. Over the past 10 years, FINSX has underperformed FIDSX with an annualized return of 4.34%, while FIDSX has yielded a comparatively higher 10.98% annualized return.
FINSX
-5.50%
1.15%
-8.24%
7.37%
6.69%
4.34%
FIDSX
-2.72%
-1.66%
1.41%
20.41%
20.31%
10.98%
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FINSX vs. FIDSX - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is lower than FIDSX's 0.73% expense ratio.
Risk-Adjusted Performance
FINSX vs. FIDSX — Risk-Adjusted Performance Rank
FINSX
FIDSX
FINSX vs. FIDSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) 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
FINSX vs. FIDSX - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 0.02%, less than FIDSX's 7.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 0.02% | 0.04% | 0.41% | 2.76% | 0.00% | 0.01% | 0.37% | 0.27% | 0.28% | 0.42% | 0.90% | 8.00% |
FIDSX Fidelity Select Financial Services Portfolio | 7.68% | 6.03% | 3.01% | 11.32% | 4.12% | 5.86% | 5.57% | 13.10% | 4.26% | 1.00% | 1.63% | 1.86% |
Drawdowns
FINSX vs. FIDSX - Drawdown Comparison
The maximum FINSX drawdown since its inception was -49.23%, smaller than the maximum FIDSX drawdown of -74.17%. Use the drawdown chart below to compare losses from any high point for FINSX and FIDSX. For additional features, visit the drawdowns tool.
Volatility
FINSX vs. FIDSX - Volatility Comparison
Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity Select Financial Services Portfolio (FIDSX) have volatilities of 14.26% and 14.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.