FMIMX vs. FSPTX
Compare and contrast key facts about FMI Common Stock Fund (FMIMX) and Fidelity Select Technology Portfolio (FSPTX).
FMIMX is managed by FMI Funds. It was launched on Dec 18, 1981. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMIMX or FSPTX.
Key characteristics
| FMIMX | FSPTX | |
|---|---|---|
| YTD Return | 7.32% | 21.50% |
| 1Y Return | 18.67% | 34.52% |
| 3Y Return (Ann) | 11.06% | 9.03% |
| 5Y Return (Ann) | 12.59% | 22.92% |
| 10Y Return (Ann) | 9.95% | 20.00% |
| Sharpe Ratio | 1.16 | 1.42 |
| Daily Std Dev | 16.51% | 22.86% |
| Max Drawdown | -59.12% | -94.15% |
| Current Drawdown | -4.21% | -7.68% |
Correlation
The correlation between FMIMX and FSPTX is 0.67, 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
FMIMX vs. FSPTX - Performance Comparison
In the year-to-date period, FMIMX achieves a 7.32% return, which is significantly lower than FSPTX's 21.50% return. Over the past 10 years, FMIMX has underperformed FSPTX with an annualized return of 9.95%, while FSPTX has yielded a comparatively higher 20.00% 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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FMIMX vs. FSPTX - Expense Ratio Comparison
FMIMX has a 1.01% expense ratio, which is higher than FSPTX's 0.67% expense ratio.
Risk-Adjusted Performance
FMIMX vs. FSPTX - Risk-Adjusted Performance Comparison
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.
Dividends
FMIMX vs. FSPTX - Dividend Comparison
FMIMX's dividend yield for the trailing twelve months is around 2.64%, while FSPTX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMIMX FMI Common Stock Fund | 2.64% | 2.84% | 6.65% | 12.44% | 0.76% | 4.93% | 10.17% | 11.82% | 4.92% | 10.77% | 12.38% | 0.45% |
FSPTX Fidelity Select Technology Portfolio | 0.00% | 0.01% | 3.95% | 11.62% | 18.86% | 1.86% | 23.77% | 8.32% | 1.54% | 4.28% | 17.85% | 8.07% |
Drawdowns
FMIMX vs. FSPTX - Drawdown Comparison
The maximum FMIMX drawdown since its inception was -59.12%, smaller than the maximum FSPTX drawdown of -94.15%. Use the drawdown chart below to compare losses from any high point for FMIMX and FSPTX. For additional features, visit the drawdowns tool.
Volatility
FMIMX vs. FSPTX - Volatility Comparison
The current volatility for FMI Common Stock Fund (FMIMX) is 5.43%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 8.95%. This indicates that FMIMX experiences smaller price fluctuations and is considered to be less risky than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.