FLVCX vs. FELAX
Compare and contrast key facts about Fidelity Leveraged Company Stock Fund (FLVCX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
FLVCX is managed by Fidelity. It was launched on Dec 19, 2000. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
FLVCX vs. FELAX - Performance Comparison
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FLVCX vs. FELAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | -7.01% | 20.34% | 26.95% | 26.10% | -22.99% | 26.08% | 26.74% | 35.60% | -16.43% | 20.92% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 0.28% | 44.88% | 43.74% | 75.08% | -35.07% | 57.50% | 43.57% | 63.76% | -12.76% | 34.12% |
Returns By Period
In the year-to-date period, FLVCX achieves a -7.01% return, which is significantly lower than FELAX's 0.28% return. Over the past 10 years, FLVCX has underperformed FELAX with an annualized return of 12.73%, while FELAX has yielded a comparatively higher 29.63% annualized return.
FLVCX
- 1D
- -2.55%
- 1M
- -11.46%
- YTD
- -7.01%
- 6M
- -6.89%
- 1Y
- 25.63%
- 3Y*
- 18.63%
- 5Y*
- 9.69%
- 10Y*
- 12.73%
FELAX
- 1D
- -4.25%
- 1M
- -10.01%
- YTD
- 0.28%
- 6M
- 8.18%
- 1Y
- 77.14%
- 3Y*
- 38.05%
- 5Y*
- 27.80%
- 10Y*
- 29.63%
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FLVCX vs. FELAX - Expense Ratio Comparison
FLVCX has a 0.74% expense ratio, which is lower than FELAX's 1.01% expense ratio.
Return for Risk
FLVCX vs. FELAX — Risk / Return Rank
FLVCX
FELAX
FLVCX vs. FELAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Leveraged Company Stock Fund (FLVCX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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.
| FLVCX | FELAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.93 | -0.99 |
Sortino ratioReturn per unit of downside risk | 1.44 | 2.54 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.36 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 4.16 | -2.62 |
Martin ratioReturn relative to average drawdown | 5.56 | 15.82 | -10.26 |
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
| FLVCX | FELAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.93 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.74 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.87 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.39 | +0.10 |
Correlation
The correlation between FLVCX and FELAX is 0.77, 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.
Dividends
FLVCX vs. FELAX - Dividend Comparison
FLVCX's dividend yield for the trailing twelve months is around 5.08%, less than FELAX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLVCX Fidelity Leveraged Company Stock Fund | 5.08% | 4.72% | 14.53% | 12.19% | 18.49% | 8.40% | 0.11% | 0.10% | 19.91% | 18.96% | 27.48% | 6.18% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 6.94% | 6.96% | 7.02% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.71% |
Drawdowns
FLVCX vs. FELAX - Drawdown Comparison
The maximum FLVCX drawdown since its inception was -70.02%, roughly equal to the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for FLVCX and FELAX.
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Drawdown Indicators
| FLVCX | FELAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.02% | -71.33% | +1.31% |
Max Drawdown (1Y)Largest decline over 1 year | -14.31% | -17.10% | +2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -28.54% | -46.15% | +17.61% |
Max Drawdown (10Y)Largest decline over 10 years | -44.14% | -46.15% | +2.01% |
Current DrawdownCurrent decline from peak | -13.06% | -14.66% | +1.60% |
Average DrawdownAverage peak-to-trough decline | -11.06% | -22.02% | +10.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.95% | 4.49% | -0.54% |
Volatility
FLVCX vs. FELAX - Volatility Comparison
The current volatility for Fidelity Leveraged Company Stock Fund (FLVCX) is 8.24%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 10.50%. This indicates that FLVCX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLVCX | FELAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.24% | 10.50% | -2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 16.09% | 24.76% | -8.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.02% | 39.68% | -12.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.51% | 37.96% | -15.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.22% | 34.34% | -11.12% |