FSENX vs. FMIJX
Compare and contrast key facts about Fidelity Select Energy Portfolio (FSENX) and FMI International Fund (FMIJX).
FSENX is managed by Fidelity. It was launched on Jul 14, 1981. FMIJX is managed by FMI Funds. It was launched on Dec 31, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSENX or FMIJX.
Correlation
The correlation between FSENX and FMIJX is 0.57, 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
FSENX vs. FMIJX - Performance Comparison
Key characteristics
FSENX:
0.92
FMIJX:
0.68
FSENX:
1.30
FMIJX:
1.00
FSENX:
1.17
FMIJX:
1.12
FSENX:
1.01
FMIJX:
1.06
FSENX:
2.12
FMIJX:
2.83
FSENX:
7.96%
FMIJX:
2.48%
FSENX:
18.42%
FMIJX:
10.24%
FSENX:
-76.56%
FMIJX:
-37.45%
FSENX:
-6.35%
FMIJX:
-4.72%
Returns By Period
In the year-to-date period, FSENX achieves a 7.91% return, which is significantly higher than FMIJX's -0.99% return. Over the past 10 years, FSENX has outperformed FMIJX with an annualized return of 5.57%, while FMIJX has yielded a comparatively lower 5.23% annualized return.
FSENX
7.91%
8.56%
-1.74%
17.92%
14.61%
5.57%
FMIJX
-0.99%
-1.86%
-1.40%
7.94%
3.29%
5.23%
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FSENX vs. FMIJX - Expense Ratio Comparison
FSENX has a 0.77% expense ratio, which is lower than FMIJX's 0.94% expense ratio.
Risk-Adjusted Performance
FSENX vs. FMIJX — Risk-Adjusted Performance Rank
FSENX
FMIJX
FSENX vs. FMIJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Energy Portfolio (FSENX) and FMI International Fund (FMIJX). 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
FSENX vs. FMIJX - Dividend Comparison
FSENX's dividend yield for the trailing twelve months is around 1.81%, while FMIJX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSENX Fidelity Select Energy Portfolio | 1.81% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.79% | 1.44% | 1.51% | 0.50% | 1.35% | 7.36% |
FMIJX FMI International Fund | 0.00% | 0.00% | 0.00% | 15.23% | 3.46% | 0.00% | 3.55% | 4.60% | 0.28% | 3.05% | 1.82% | 2.10% |
Drawdowns
FSENX vs. FMIJX - Drawdown Comparison
The maximum FSENX drawdown since its inception was -76.56%, which is greater than FMIJX's maximum drawdown of -37.45%. Use the drawdown chart below to compare losses from any high point for FSENX and FMIJX. For additional features, visit the drawdowns tool.
Volatility
FSENX vs. FMIJX - Volatility Comparison
Fidelity Select Energy Portfolio (FSENX) has a higher volatility of 4.99% compared to FMI International Fund (FMIJX) at 3.21%. This indicates that FSENX's price experiences larger fluctuations and is considered to be riskier than FMIJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.