FMIMX vs. FSPTX

In the year-to-date period, FMIMX achieves a 17.37% return, which is significantly lower than FSPTX's 34.72% return. Over the past 10 years, FMIMX has underperformed FSPTX with an annualized return of 4.18%, while FSPTX has yielded a comparatively higher 13.47% annualized return.

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FMIMX has a 1.01% expense ratio, which is higher than FSPTX's 0.67% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for FMI Common Stock Fund (FMIMX) and Fidelity Select Technology Portfolio (FSPTX). 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.

The current FMIMX Sharpe Ratio is 1.44, which is comparable to the FSPTX Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of FMIMX and FSPTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FMIMX's dividend yield for the trailing twelve months is around 0.23%, while FSPTX has not paid dividends to shareholders.

The maximum FMIMX drawdown since its inception was -59.12%, smaller than the maximum FSPTX drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for FMIMX and FSPTX. For additional features, visit the drawdowns tool.

FMI Common Stock Fund (FMIMX) and Fidelity Select Technology Portfolio (FSPTX) have volatilities of 6.17% and 6.47%, 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.