FSAGX vs. FXAIX
Compare and contrast key facts about Fidelity Select Gold Portfolio (FSAGX) and Fidelity 500 Index Fund (FXAIX).
FSAGX is managed by Fidelity. It was launched on Dec 15, 1985. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSAGX or FXAIX.
Key characteristics
| FSAGX | FXAIX | |
|---|---|---|
| YTD Return | 28.98% | 19.12% |
| 1Y Return | 31.33% | 28.25% |
| 3Y Return (Ann) | 4.80% | 10.02% |
| 5Y Return (Ann) | 6.32% | 15.25% |
| 10Y Return (Ann) | 4.89% | 12.99% |
| Sharpe Ratio | 1.25 | 2.17 |
| Daily Std Dev | 28.60% | 12.79% |
| Max Drawdown | -77.21% | -33.79% |
| Current Drawdown | -41.07% | -0.50% |
Correlation
The correlation between FSAGX and FXAIX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FSAGX vs. FXAIX - Performance Comparison
In the year-to-date period, FSAGX achieves a 28.98% return, which is significantly higher than FXAIX's 19.12% return. Over the past 10 years, FSAGX has underperformed FXAIX with an annualized return of 4.89%, while FXAIX has yielded a comparatively higher 12.99% 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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FSAGX vs. FXAIX - Expense Ratio Comparison
FSAGX has a 0.76% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FSAGX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Gold Portfolio (FSAGX) and Fidelity 500 Index Fund (FXAIX). 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
FSAGX vs. FXAIX - Dividend Comparison
FSAGX's dividend yield for the trailing twelve months is around 0.49%, less than FXAIX's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAGX Fidelity Select Gold Portfolio | 0.49% | 0.99% | 0.36% | 1.60% | 4.40% | 0.54% | 0.00% | 0.22% | 3.57% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
FSAGX vs. FXAIX - Drawdown Comparison
The maximum FSAGX drawdown since its inception was -77.21%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSAGX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FSAGX vs. FXAIX - Volatility Comparison
Fidelity Select Gold Portfolio (FSAGX) has a higher volatility of 8.34% compared to Fidelity 500 Index Fund (FXAIX) at 4.37%. This indicates that FSAGX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.