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.
Key characteristics
| FIUIX | VFFVX | |
|---|---|---|
| YTD Return | 28.89% | 13.35% |
| 1Y Return | 35.04% | 21.91% |
| 3Y Return (Ann) | 13.55% | 5.09% |
| 5Y Return (Ann) | 9.28% | 10.33% |
| 10Y Return (Ann) | 9.19% | 8.62% |
| Sharpe Ratio | 2.31 | 1.89 |
| Daily Std Dev | 15.09% | 11.48% |
| Max Drawdown | -64.42% | -31.40% |
| Current Drawdown | -0.47% | -0.30% |
Correlation
The correlation between FIUIX and VFFVX is 0.63, 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
In the year-to-date period, FIUIX achieves a 28.89% return, which is significantly higher than VFFVX's 13.35% return. Over the past 10 years, FIUIX has outperformed VFFVX with an annualized return of 9.19%, while VFFVX has yielded a comparatively lower 8.62% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 5.56%, more than VFFVX's 1.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 5.56% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 4.74% | 3.22% | 1.91% |
VFFVX Vanguard Target Retirement 2055 Fund | 1.92% | 2.18% | 2.19% | 10.03% | 1.82% | 2.15% | 2.35% | 1.83% | 1.99% | 1.98% | 1.75% | 1.58% |
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
The current volatility for Fidelity Telecom and Utilities Fund (FIUIX) is 2.63%, while Vanguard Target Retirement 2055 Fund (VFFVX) has a volatility of 3.70%. This indicates that FIUIX experiences smaller price fluctuations and is considered to be less risky than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.