FOCPX vs. FSELX
Compare and contrast key facts about Fidelity OTC Portfolio (FOCPX) and Fidelity Select Semiconductors Portfolio (FSELX).
FOCPX is managed by Fidelity. It was launched on Dec 31, 1984. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOCPX or FSELX.
Performance
FOCPX vs. FSELX - Performance Comparison
Returns By Period
In the year-to-date period, FOCPX achieves a 27.99% return, which is significantly lower than FSELX's 37.98% return. Both investments have delivered pretty close results over the past 10 years, with FOCPX having a 17.31% annualized return and FSELX not far ahead at 17.99%.
FOCPX
27.99%
1.15%
9.90%
34.61%
19.16%
17.31%
FSELX
37.98%
-3.46%
5.09%
41.32%
22.76%
17.99%
Key characteristics
| FOCPX | FSELX | |
|---|---|---|
| Sharpe Ratio | 1.92 | 1.13 |
| Sortino Ratio | 2.53 | 1.65 |
| Omega Ratio | 1.35 | 1.21 |
| Calmar Ratio | 2.40 | 1.68 |
| Martin Ratio | 7.68 | 4.77 |
| Ulcer Index | 4.54% | 8.57% |
| Daily Std Dev | 18.15% | 36.04% |
| Max Drawdown | -69.01% | -81.70% |
| Current Drawdown | -3.22% | -11.60% |
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FOCPX vs. FSELX - Expense Ratio Comparison
FOCPX has a 0.80% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Correlation
The correlation between FOCPX and FSELX is 0.82, 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.
Risk-Adjusted Performance
FOCPX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity OTC Portfolio (FOCPX) and Fidelity Select Semiconductors Portfolio (FSELX). 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
FOCPX vs. FSELX - Dividend Comparison
FOCPX's dividend yield for the trailing twelve months is around 10.73%, more than FSELX's 0.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCPX Fidelity OTC Portfolio | 10.73% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% | 13.54% |
FSELX Fidelity Select Semiconductors Portfolio | 0.07% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% | 0.61% |
Drawdowns
FOCPX vs. FSELX - Drawdown Comparison
The maximum FOCPX drawdown since its inception was -69.01%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FOCPX and FSELX. For additional features, visit the drawdowns tool.
Volatility
FOCPX vs. FSELX - Volatility Comparison
The current volatility for Fidelity OTC Portfolio (FOCPX) is 5.63%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.31%. This indicates that FOCPX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.