FSCHX vs. FSRPX
Compare and contrast key facts about Fidelity Select Chemicals Portfolio (FSCHX) and Fidelity Select Retailing Portfolio (FSRPX).
FSCHX is managed by Fidelity. It was launched on Jul 28, 1985. FSRPX is managed by Fidelity Investments. It was launched on Dec 15, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCHX or FSRPX.
Correlation
The correlation between FSCHX and FSRPX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSCHX vs. FSRPX - Performance Comparison
Key characteristics
FSCHX:
-0.16
FSRPX:
0.45
FSCHX:
-0.11
FSRPX:
0.66
FSCHX:
0.99
FSRPX:
1.10
FSCHX:
-0.10
FSRPX:
0.24
FSCHX:
-0.30
FSRPX:
1.09
FSCHX:
8.86%
FSRPX:
7.22%
FSCHX:
16.54%
FSRPX:
17.48%
FSCHX:
-59.24%
FSRPX:
-55.00%
FSCHX:
-22.25%
FSRPX:
-20.33%
Returns By Period
The year-to-date returns for both investments are quite close, with FSCHX having a 5.51% return and FSRPX slightly higher at 5.57%. Over the past 10 years, FSCHX has underperformed FSRPX with an annualized return of 0.55%, while FSRPX has yielded a comparatively higher 8.98% annualized return.
FSCHX
5.51%
1.00%
-3.28%
-4.89%
4.10%
0.55%
FSRPX
5.57%
2.66%
10.67%
7.64%
4.07%
8.98%
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FSCHX vs. FSRPX - Expense Ratio Comparison
FSCHX has a 0.74% expense ratio, which is higher than FSRPX's 0.72% expense ratio.
Risk-Adjusted Performance
FSCHX vs. FSRPX — Risk-Adjusted Performance Rank
FSCHX
FSRPX
FSCHX vs. FSRPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Chemicals Portfolio (FSCHX) and Fidelity Select Retailing Portfolio (FSRPX). 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
FSCHX vs. FSRPX - Dividend Comparison
FSCHX's dividend yield for the trailing twelve months is around 1.06%, more than FSRPX's 0.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCHX Fidelity Select Chemicals Portfolio | 1.06% | 1.12% | 1.13% | 1.08% | 0.76% | 1.10% | 1.61% | 1.72% | 0.88% | 1.14% | 4.34% | 3.24% |
FSRPX Fidelity Select Retailing Portfolio | 0.12% | 0.13% | 0.34% | 0.35% | 0.00% | 0.00% | 0.28% | 0.18% | 0.23% | 0.14% | 1.32% | 4.06% |
Drawdowns
FSCHX vs. FSRPX - Drawdown Comparison
The maximum FSCHX drawdown since its inception was -59.24%, which is greater than FSRPX's maximum drawdown of -55.00%. Use the drawdown chart below to compare losses from any high point for FSCHX and FSRPX. For additional features, visit the drawdowns tool.
Volatility
FSCHX vs. FSRPX - Volatility Comparison
Fidelity Select Chemicals Portfolio (FSCHX) and Fidelity Select Retailing Portfolio (FSRPX) have volatilities of 4.09% and 4.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.