FSCSX vs. FATEX
Compare and contrast key facts about Fidelity Select Software & IT Services Portfolio (FSCSX) and Fidelity Advisor Technology Fund Class M (FATEX).
FSCSX is managed by Fidelity. It was launched on Jul 29, 1985. FATEX 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: FSCSX or FATEX.
Correlation
The correlation between FSCSX and FATEX is 0.89, 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
FSCSX vs. FATEX - Performance Comparison
Key characteristics
FSCSX:
-0.59
FATEX:
-0.07
FSCSX:
-0.69
FATEX:
0.13
FSCSX:
0.91
FATEX:
1.02
FSCSX:
-0.42
FATEX:
-0.07
FSCSX:
-1.36
FATEX:
-0.26
FSCSX:
10.91%
FATEX:
8.25%
FSCSX:
25.32%
FATEX:
32.18%
FSCSX:
-58.41%
FATEX:
-82.59%
FSCSX:
-31.29%
FATEX:
-24.04%
Returns By Period
In the year-to-date period, FSCSX achieves a -16.61% return, which is significantly higher than FATEX's -20.51% return. Over the past 10 years, FSCSX has underperformed FATEX with an annualized return of 7.25%, while FATEX has yielded a comparatively higher 17.70% annualized return.
FSCSX
-16.61%
-9.37%
-18.22%
-13.58%
3.59%
7.25%
FATEX
-20.51%
-11.55%
-17.72%
0.31%
18.03%
17.70%
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FSCSX vs. FATEX - Expense Ratio Comparison
FSCSX has a 0.67% expense ratio, which is lower than FATEX's 1.21% expense ratio.
Risk-Adjusted Performance
FSCSX vs. FATEX — Risk-Adjusted Performance Rank
FSCSX
FATEX
FSCSX vs. FATEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Software & IT Services Portfolio (FSCSX) and Fidelity Advisor Technology Fund Class M (FATEX). 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
FSCSX vs. FATEX - Dividend Comparison
FSCSX's dividend yield for the trailing twelve months is around 1.87%, less than FATEX's 11.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCSX Fidelity Select Software & IT Services Portfolio | 1.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.55% | 0.23% | 0.04% | 0.00% | 0.03% | 2.35% | 10.43% |
FATEX Fidelity Advisor Technology Fund Class M | 11.15% | 8.86% | 4.29% | 4.07% | 13.60% | 8.26% | 2.48% | 25.20% | 8.44% | 1.60% | 4.60% | 8.70% |
Drawdowns
FSCSX vs. FATEX - Drawdown Comparison
The maximum FSCSX drawdown since its inception was -58.41%, smaller than the maximum FATEX drawdown of -82.59%. Use the drawdown chart below to compare losses from any high point for FSCSX and FATEX. For additional features, visit the drawdowns tool.
Volatility
FSCSX vs. FATEX - Volatility Comparison
The current volatility for Fidelity Select Software & IT Services Portfolio (FSCSX) is 15.07%, while Fidelity Advisor Technology Fund Class M (FATEX) has a volatility of 19.82%. This indicates that FSCSX experiences smaller price fluctuations and is considered to be less risky than FATEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.