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.
Key characteristics
| FSENX | TGFTX |
|---|
Correlation
The correlation between FSENX and TGFTX is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FSENX vs. TGFTX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
FSENX vs. TGFTX - Dividend Comparison
FSENX's dividend yield for the trailing twelve months is around 1.90%, while TGFTX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSENX Fidelity Select Energy Portfolio | 1.90% | 1.98% | 2.50% | 2.25% | 3.43% | 1.79% | 1.44% | 1.51% | 0.50% | 1.35% | 7.36% | 13.05% |
TGFTX TCW Artificial Intelligence Equity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSENX vs. TGFTX - Drawdown Comparison
Volatility
FSENX vs. TGFTX - Volatility Comparison
Fidelity Select Energy Portfolio (FSENX) has a higher volatility of 6.08% compared to TCW Artificial Intelligence Equity Fund (TGFTX) at 0.00%. This indicates that FSENX's price experiences larger fluctuations and is considered to be riskier than TGFTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.