FSCPX vs. FCNIX
Compare and contrast key facts about Fidelity Select Consumer Discretionary Portfolio (FSCPX) and Fidelity Advisor Consumer Discretionary Fund Class I (FCNIX).
FSCPX is managed by Fidelity Investments. It was launched on Jun 28, 1990. FCNIX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCPX or FCNIX.
Performance
FSCPX vs. FCNIX - Performance Comparison
Returns By Period
In the year-to-date period, FSCPX achieves a 15.60% return, which is significantly lower than FCNIX's 17.19% return. Over the past 10 years, FSCPX has underperformed FCNIX with an annualized return of 7.91%, while FCNIX has yielded a comparatively higher 10.09% annualized return.
FSCPX
15.60%
4.78%
12.87%
25.91%
7.48%
7.91%
FCNIX
17.19%
4.77%
12.86%
28.96%
9.82%
10.09%
Key characteristics
| FSCPX | FCNIX | |
|---|---|---|
| Sharpe Ratio | 1.44 | 1.62 |
| Sortino Ratio | 1.97 | 2.21 |
| Omega Ratio | 1.25 | 1.28 |
| Calmar Ratio | 0.79 | 1.02 |
| Martin Ratio | 6.24 | 7.77 |
| Ulcer Index | 4.11% | 3.69% |
| Daily Std Dev | 17.80% | 17.67% |
| Max Drawdown | -57.37% | -57.61% |
| Current Drawdown | -14.30% | -6.52% |
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FSCPX vs. FCNIX - Expense Ratio Comparison
FSCPX has a 0.76% expense ratio, which is higher than FCNIX's 0.75% expense ratio.
Correlation
The correlation between FSCPX and FCNIX is 0.99, 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.
Risk-Adjusted Performance
FSCPX vs. FCNIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Consumer Discretionary Portfolio (FSCPX) and Fidelity Advisor Consumer Discretionary Fund Class I (FCNIX). 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
FSCPX vs. FCNIX - Dividend Comparison
FSCPX's dividend yield for the trailing twelve months is around 0.04%, while FCNIX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCPX Fidelity Select Consumer Discretionary Portfolio | 0.04% | 0.04% | 0.05% | 0.00% | 0.00% | 0.22% | 0.37% | 0.33% | 0.90% | 2.70% | 4.98% | 8.57% |
FCNIX Fidelity Advisor Consumer Discretionary Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.62% | 2.65% | 9.75% | 7.42% |
Drawdowns
FSCPX vs. FCNIX - Drawdown Comparison
The maximum FSCPX drawdown since its inception was -57.37%, roughly equal to the maximum FCNIX drawdown of -57.61%. Use the drawdown chart below to compare losses from any high point for FSCPX and FCNIX. For additional features, visit the drawdowns tool.
Volatility
FSCPX vs. FCNIX - Volatility Comparison
Fidelity Select Consumer Discretionary Portfolio (FSCPX) and Fidelity Advisor Consumer Discretionary Fund Class I (FCNIX) have volatilities of 6.08% and 6.10%, 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.