FNARX vs. VGELX
Compare and contrast key facts about Fidelity Natural Resources Fund (FNARX) and Vanguard Energy Fund Admiral Shares (VGELX).
FNARX is managed by Fidelity. It was launched on Mar 3, 1997. VGELX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
FNARX vs. VGELX - Performance Comparison
Loading graphics...
FNARX vs. VGELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNARX Fidelity Natural Resources Fund | 28.78% | 28.67% | 3.76% | 6.41% | 41.01% | 39.34% | -20.86% | 19.09% | -24.28% | -0.11% |
VGELX Vanguard Energy Fund Admiral Shares | 24.08% | 20.76% | 30.46% | 8.87% | 23.70% | 27.80% | -30.80% | 13.32% | -17.12% | 3.31% |
Returns By Period
In the year-to-date period, FNARX achieves a 28.78% return, which is significantly higher than VGELX's 24.08% return. Over the past 10 years, FNARX has outperformed VGELX with an annualized return of 12.63%, while VGELX has yielded a comparatively lower 10.96% annualized return.
FNARX
- 1D
- -0.38%
- 1M
- 3.25%
- YTD
- 28.78%
- 6M
- 33.09%
- 1Y
- 51.16%
- 3Y*
- 21.69%
- 5Y*
- 25.38%
- 10Y*
- 12.63%
VGELX
- 1D
- 0.57%
- 1M
- 4.51%
- YTD
- 24.08%
- 6M
- 29.29%
- 1Y
- 35.94%
- 3Y*
- 29.13%
- 5Y*
- 24.84%
- 10Y*
- 10.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FNARX vs. VGELX - Expense Ratio Comparison
FNARX has a 0.82% expense ratio, which is higher than VGELX's 0.33% expense ratio.
Return for Risk
FNARX vs. VGELX — Risk / Return Rank
FNARX
VGELX
FNARX vs. VGELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Natural Resources Fund (FNARX) and Vanguard Energy Fund Admiral Shares (VGELX). 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.
| FNARX | VGELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.40 | 2.52 | -0.12 |
Sortino ratioReturn per unit of downside risk | 2.93 | 3.12 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.49 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.97 | 3.04 | -0.07 |
Martin ratioReturn relative to average drawdown | 13.95 | 14.82 | -0.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FNARX | VGELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 2.52 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.01 | 1.34 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.47 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.36 | -0.05 |
Correlation
The correlation between FNARX and VGELX is 0.94, 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
FNARX vs. VGELX - Dividend Comparison
FNARX's dividend yield for the trailing twelve months is around 1.47%, less than VGELX's 6.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNARX Fidelity Natural Resources Fund | 1.47% | 1.89% | 1.51% | 1.60% | 2.42% | 1.46% | 1.79% | 1.42% | 1.17% | 1.38% | 0.62% | 0.78% |
VGELX Vanguard Energy Fund Admiral Shares | 6.96% | 4.79% | 34.15% | 6.91% | 4.71% | 3.70% | 4.54% | 3.38% | 3.07% | 3.05% | 1.91% | 2.70% |
Drawdowns
FNARX vs. VGELX - Drawdown Comparison
The maximum FNARX drawdown since its inception was -71.04%, which is greater than VGELX's maximum drawdown of -65.22%. Use the drawdown chart below to compare losses from any high point for FNARX and VGELX.
Loading graphics...
Drawdown Indicators
| FNARX | VGELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.04% | -65.22% | -5.82% |
Max Drawdown (1Y)Largest decline over 1 year | -16.94% | -12.30% | -4.64% |
Max Drawdown (5Y)Largest decline over 5 years | -29.93% | -19.72% | -10.21% |
Max Drawdown (10Y)Largest decline over 10 years | -64.10% | -61.13% | -2.97% |
Current DrawdownCurrent decline from peak | -0.38% | 0.00% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -20.15% | -19.26% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 2.52% | +1.09% |
Volatility
FNARX vs. VGELX - Volatility Comparison
Fidelity Natural Resources Fund (FNARX) has a higher volatility of 5.02% compared to Vanguard Energy Fund Admiral Shares (VGELX) at 3.81%. This indicates that FNARX's price experiences larger fluctuations and is considered to be riskier than VGELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FNARX | VGELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 3.81% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 14.01% | 8.58% | +5.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.77% | 14.80% | +6.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.17% | 18.65% | +6.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.08% | 23.28% | +3.80% |