FSBDX vs. FSELX
Compare and contrast key facts about Fidelity Series Blue Chip Growth Fund (FSBDX) and Fidelity Select Semiconductors Portfolio (FSELX).
FSBDX is managed by Fidelity. It was launched on Nov 7, 2013. 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: FSBDX or FSELX.
Key characteristics
| FSBDX | FSELX | |
|---|---|---|
| YTD Return | 36.19% | 42.47% |
| 1Y Return | 45.78% | 45.49% |
| 3Y Return (Ann) | 8.86% | 13.57% |
| 5Y Return (Ann) | 23.24% | 23.57% |
| 10Y Return (Ann) | 18.89% | 18.56% |
| Sharpe Ratio | 2.37 | 1.28 |
| Sortino Ratio | 3.09 | 1.80 |
| Omega Ratio | 1.43 | 1.23 |
| Calmar Ratio | 3.05 | 1.88 |
| Martin Ratio | 11.52 | 5.36 |
| Ulcer Index | 3.98% | 8.54% |
| Daily Std Dev | 19.29% | 35.88% |
| Max Drawdown | -42.25% | -81.70% |
| Current Drawdown | -0.87% | -8.72% |
Correlation
The correlation between FSBDX and FSELX is 0.81, 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
FSBDX vs. FSELX - Performance Comparison
In the year-to-date period, FSBDX achieves a 36.19% return, which is significantly lower than FSELX's 42.47% return. Both investments have delivered pretty close results over the past 10 years, with FSBDX having a 18.89% annualized return and FSELX not far behind at 18.56%. 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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FSBDX vs. FSELX - Expense Ratio Comparison
FSBDX has a 0.00% expense ratio, which is lower than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
FSBDX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Blue Chip Growth Fund (FSBDX) 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
FSBDX vs. FSELX - Dividend Comparison
FSBDX's dividend yield for the trailing twelve months is around 0.64%, more than FSELX's 0.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSBDX Fidelity Series Blue Chip Growth Fund | 0.64% | 0.54% | 0.63% | 0.33% | 0.60% | 0.72% | 0.93% | 0.53% | 0.28% | 11.66% | 1.20% | 0.08% |
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
FSBDX vs. FSELX - Drawdown Comparison
The maximum FSBDX drawdown since its inception was -42.25%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FSBDX and FSELX. For additional features, visit the drawdowns tool.
Volatility
FSBDX vs. FSELX - Volatility Comparison
The current volatility for Fidelity Series Blue Chip Growth Fund (FSBDX) is 5.25%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 8.87%. This indicates that FSBDX 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.