FPHAX vs. FSMEX
Compare and contrast key facts about Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Fidelity Select Medical Technology and Devices Portfolio (FSMEX).
FPHAX is managed by Fidelity. It was launched on Jun 17, 2001. FSMEX is managed by Fidelity. It was launched on Apr 28, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPHAX or FSMEX.
Correlation
The correlation between FPHAX and FSMEX is 0.74, 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.
Performance
FPHAX vs. FSMEX - Performance Comparison
Key characteristics
FPHAX:
-0.94
FSMEX:
-0.92
FPHAX:
-1.19
FSMEX:
-1.12
FPHAX:
0.85
FSMEX:
0.84
FPHAX:
-0.61
FSMEX:
-0.45
FPHAX:
-1.59
FSMEX:
-2.71
FPHAX:
10.93%
FSMEX:
6.41%
FPHAX:
18.50%
FSMEX:
18.78%
FPHAX:
-37.34%
FSMEX:
-43.45%
FPHAX:
-28.56%
FSMEX:
-38.64%
Returns By Period
The year-to-date returns for both investments are quite close, with FPHAX having a -11.91% return and FSMEX slightly higher at -11.85%. Over the past 10 years, FPHAX has underperformed FSMEX with an annualized return of 0.97%, while FSMEX has yielded a comparatively higher 4.59% annualized return.
FPHAX
-11.91%
-18.91%
-23.29%
-17.44%
2.02%
0.97%
FSMEX
-11.85%
-12.71%
-18.09%
-17.58%
0.37%
4.59%
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FPHAX vs. FSMEX - Expense Ratio Comparison
FPHAX has a 0.75% expense ratio, which is higher than FSMEX's 0.68% expense ratio.
Risk-Adjusted Performance
FPHAX vs. FSMEX — Risk-Adjusted Performance Rank
FPHAX
FSMEX
FPHAX vs. FSMEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Pharmaceuticals Portfolio (FPHAX) and Fidelity Select Medical Technology and Devices Portfolio (FSMEX). 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
FPHAX vs. FSMEX - Dividend Comparison
FPHAX's dividend yield for the trailing twelve months is around 1.37%, while FSMEX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPHAX Fidelity Select Pharmaceuticals Portfolio | 1.37% | 1.21% | 0.63% | 1.33% | 1.17% | 1.31% | 1.31% | 1.44% | 1.33% | 1.07% | 5.59% | 5.81% |
FSMEX Fidelity Select Medical Technology and Devices Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.18% | 0.00% | 11.71% | 5.17% |
Drawdowns
FPHAX vs. FSMEX - Drawdown Comparison
The maximum FPHAX drawdown since its inception was -37.34%, smaller than the maximum FSMEX drawdown of -43.45%. Use the drawdown chart below to compare losses from any high point for FPHAX and FSMEX. For additional features, visit the drawdowns tool.
Volatility
FPHAX vs. FSMEX - Volatility Comparison
The current volatility for Fidelity Select Pharmaceuticals Portfolio (FPHAX) is 7.53%, while Fidelity Select Medical Technology and Devices Portfolio (FSMEX) has a volatility of 8.54%. This indicates that FPHAX experiences smaller price fluctuations and is considered to be less risky than FSMEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.