FSCHX vs. FXAIX
Compare and contrast key facts about Fidelity Select Chemicals Portfolio (FSCHX) and Fidelity 500 Index Fund (FXAIX).
FSCHX is managed by Fidelity. It was launched on Jul 28, 1985. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCHX or FXAIX.
Correlation
The correlation between FSCHX and FXAIX is 0.77, 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
FSCHX vs. FXAIX - Performance Comparison
Key characteristics
FSCHX:
-0.67
FXAIX:
0.72
FSCHX:
-0.85
FXAIX:
1.12
FSCHX:
0.90
FXAIX:
1.17
FSCHX:
-0.36
FXAIX:
0.75
FSCHX:
-1.35
FXAIX:
2.97
FSCHX:
10.21%
FXAIX:
4.74%
FSCHX:
20.75%
FXAIX:
19.51%
FSCHX:
-59.24%
FXAIX:
-33.79%
FSCHX:
-31.13%
FXAIX:
-7.83%
Returns By Period
In the year-to-date period, FSCHX achieves a -6.55% return, which is significantly lower than FXAIX's -3.56% return. Over the past 10 years, FSCHX has underperformed FXAIX with an annualized return of -0.75%, while FXAIX has yielded a comparatively higher 12.15% annualized return.
FSCHX
-6.55%
4.75%
-16.59%
-15.19%
5.79%
-0.75%
FXAIX
-3.56%
11.43%
-1.68%
10.51%
16.25%
12.15%
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FSCHX vs. FXAIX - Expense Ratio Comparison
FSCHX has a 0.74% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FSCHX vs. FXAIX — Risk-Adjusted Performance Rank
FSCHX
FXAIX
FSCHX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Chemicals Portfolio (FSCHX) 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
FSCHX vs. FXAIX - Dividend Comparison
FSCHX's dividend yield for the trailing twelve months is around 1.15%, less than FXAIX's 1.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCHX Fidelity Select Chemicals Portfolio | 1.15% | 1.12% | 1.13% | 1.08% | 0.76% | 1.10% | 1.61% | 1.72% | 0.88% | 1.14% | 4.34% | 3.24% |
FXAIX Fidelity 500 Index Fund | 1.32% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FSCHX vs. FXAIX - Drawdown Comparison
The maximum FSCHX drawdown since its inception was -59.24%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSCHX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FSCHX vs. FXAIX - Volatility Comparison
Fidelity Select Chemicals Portfolio (FSCHX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 13.55% and 13.36%, 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.