Correlation
The correlation between FSENX and TGFTX is 0.50, 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.
FSENX vs. TGFTX
Compare and contrast key facts about Fidelity Select Energy Portfolio (FSENX) and TCW Artificial Intelligence Equity Fund (TGFTX).
FSENX is managed by Fidelity. It was launched on Jul 14, 1981. TGFTX is managed by TCW. It was launched on Aug 30, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSENX or TGFTX.
Performance
FSENX vs. TGFTX - Performance Comparison
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Key characteristics
Returns By Period
FSENX
-3.99%
4.03%
-11.33%
-11.06%
0.71%
22.47%
3.57%
TGFTX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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FSENX vs. TGFTX - Expense Ratio Comparison
FSENX has a 0.77% expense ratio, which is lower than TGFTX's 0.90% expense ratio.
Risk-Adjusted Performance
FSENX vs. TGFTX — Risk-Adjusted Performance Rank
FSENX
TGFTX
FSENX vs. TGFTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Energy Portfolio (FSENX) and TCW Artificial Intelligence Equity Fund (TGFTX). 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.
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Dividends
FSENX vs. TGFTX - Dividend Comparison
FSENX's dividend yield for the trailing twelve months is around 2.10%, while TGFTX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSENX Fidelity Select Energy Portfolio | 2.10% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.84% | 1.48% | 1.74% | 0.62% | 1.29% | 10.48% |
TGFTX TCW Artificial Intelligence Equity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSENX vs. TGFTX - Drawdown Comparison
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Volatility
FSENX vs. TGFTX - Volatility Comparison
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