FIUIX vs. VFFVX
Compare and contrast key facts about Fidelity Telecom and Utilities Fund (FIUIX) and Vanguard Target Retirement 2055 Fund (VFFVX).
FIUIX is managed by Fidelity. It was launched on Nov 27, 1987. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIUIX or VFFVX.
Correlation
The correlation between FIUIX and VFFVX is 0.62, 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.
Performance
FIUIX vs. VFFVX - Performance Comparison
Key characteristics
FIUIX:
2.30
VFFVX:
1.57
FIUIX:
3.05
VFFVX:
2.16
FIUIX:
1.39
VFFVX:
1.28
FIUIX:
2.84
VFFVX:
2.09
FIUIX:
9.29
VFFVX:
9.05
FIUIX:
3.59%
VFFVX:
1.88%
FIUIX:
14.43%
VFFVX:
10.80%
FIUIX:
-64.42%
VFFVX:
-31.40%
FIUIX:
-4.82%
VFFVX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with FIUIX having a 4.59% return and VFFVX slightly lower at 4.57%. Over the past 10 years, FIUIX has underperformed VFFVX with an annualized return of 6.23%, while VFFVX has yielded a comparatively higher 8.05% annualized return.
FIUIX
4.59%
6.56%
10.76%
34.44%
5.47%
6.23%
VFFVX
4.57%
5.34%
7.56%
17.59%
7.71%
8.05%
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FIUIX vs. VFFVX - Expense Ratio Comparison
FIUIX has a 0.60% expense ratio, which is higher than VFFVX's 0.08% expense ratio.
Risk-Adjusted Performance
FIUIX vs. VFFVX — Risk-Adjusted Performance Rank
FIUIX
VFFVX
FIUIX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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
FIUIX vs. VFFVX - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 2.00%, less than VFFVX's 2.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 2.00% | 2.09% | 2.23% | 1.92% | 2.29% | 2.27% | 2.70% | 2.48% | 2.10% | 2.72% | 4.74% | 3.22% |
VFFVX Vanguard Target Retirement 2055 Fund | 2.07% | 2.17% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% |
Drawdowns
FIUIX vs. VFFVX - Drawdown Comparison
The maximum FIUIX drawdown since its inception was -64.42%, which is greater than VFFVX's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for FIUIX and VFFVX. For additional features, visit the drawdowns tool.
Volatility
FIUIX vs. VFFVX - Volatility Comparison
Fidelity Telecom and Utilities Fund (FIUIX) has a higher volatility of 4.50% compared to Vanguard Target Retirement 2055 Fund (VFFVX) at 3.02%. This indicates that FIUIX's price experiences larger fluctuations and is considered to be riskier than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.