FSCPX vs. FXAIX
Compare and contrast key facts about Fidelity Select Consumer Discretionary Portfolio (FSCPX) and Fidelity 500 Index Fund (FXAIX).
FSCPX is managed by Fidelity Investments. It was launched on Jun 28, 1990. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCPX or FXAIX.
Performance
FSCPX vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, FSCPX achieves a 15.60% return, which is significantly lower than FXAIX's 24.55% return. Over the past 10 years, FSCPX has underperformed FXAIX with an annualized return of 7.91%, while FXAIX has yielded a comparatively higher 13.02% annualized return.
FSCPX
15.60%
4.78%
12.87%
25.91%
7.48%
7.91%
FXAIX
24.55%
0.19%
11.42%
31.85%
15.34%
13.02%
Key characteristics
| FSCPX | FXAIX | |
|---|---|---|
| Sharpe Ratio | 1.44 | 2.63 |
| Sortino Ratio | 1.97 | 3.52 |
| Omega Ratio | 1.25 | 1.49 |
| Calmar Ratio | 0.79 | 3.81 |
| Martin Ratio | 6.24 | 17.22 |
| Ulcer Index | 4.11% | 1.87% |
| Daily Std Dev | 17.80% | 12.24% |
| Max Drawdown | -57.37% | -33.79% |
| Current Drawdown | -14.30% | -2.14% |
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FSCPX vs. FXAIX - Expense Ratio Comparison
FSCPX has a 0.76% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Correlation
The correlation between FSCPX and FXAIX is 0.86, 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. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Consumer Discretionary Portfolio (FSCPX) 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
FSCPX vs. FXAIX - Dividend Comparison
FSCPX's dividend yield for the trailing twelve months is around 0.04%, less than FXAIX's 1.24% yield.
| 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% |
FXAIX Fidelity 500 Index Fund | 1.24% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FSCPX vs. FXAIX - Drawdown Comparison
The maximum FSCPX drawdown since its inception was -57.37%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSCPX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FSCPX vs. FXAIX - Volatility Comparison
Fidelity Select Consumer Discretionary Portfolio (FSCPX) has a higher volatility of 6.08% compared to Fidelity 500 Index Fund (FXAIX) at 4.05%. This indicates that FSCPX'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.