FSENX vs. VGENX
Compare and contrast key facts about Fidelity Select Energy Portfolio (FSENX) and Vanguard Energy Fund Investor Shares (VGENX).
FSENX is managed by Fidelity. It was launched on Jul 14, 1981. VGENX is managed by Vanguard. It was launched on May 23, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSENX or VGENX.
Key characteristics
| FSENX | VGENX | |
|---|---|---|
| YTD Return | 10.86% | 10.85% |
| 1Y Return | 8.43% | 10.24% |
| 3Y Return (Ann) | 20.96% | 13.94% |
| 5Y Return (Ann) | 14.91% | 5.87% |
| 10Y Return (Ann) | 3.49% | 1.06% |
| Sharpe Ratio | 0.49 | 0.99 |
| Sortino Ratio | 0.79 | 1.39 |
| Omega Ratio | 1.10 | 1.17 |
| Calmar Ratio | 0.59 | 0.44 |
| Martin Ratio | 1.36 | 4.27 |
| Ulcer Index | 6.89% | 2.84% |
| Daily Std Dev | 18.98% | 12.27% |
| Max Drawdown | -76.56% | -69.53% |
| Current Drawdown | -7.72% | -15.44% |
Correlation
The correlation between FSENX and VGENX is 0.93, 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
FSENX vs. VGENX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FSENX having a 10.86% return and VGENX slightly lower at 10.85%. Over the past 10 years, FSENX has outperformed VGENX with an annualized return of 3.49%, while VGENX has yielded a comparatively lower 1.06% annualized return. 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. VGENX - Expense Ratio Comparison
FSENX has a 0.77% expense ratio, which is higher than VGENX's 0.41% expense ratio.
Risk-Adjusted Performance
FSENX vs. VGENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Energy Portfolio (FSENX) and Vanguard Energy Fund Investor Shares (VGENX). 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. VGENX - Dividend Comparison
FSENX's dividend yield for the trailing twelve months is around 1.90%, less than VGENX's 3.72% yield.
| 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% |
VGENX Vanguard Energy Fund Investor Shares | 3.72% | 4.20% | 4.63% | 3.63% | 4.46% | 3.30% | 2.97% | 2.96% | 1.84% | 2.62% | 2.92% | 1.90% |
Drawdowns
FSENX vs. VGENX - Drawdown Comparison
The maximum FSENX drawdown since its inception was -76.56%, which is greater than VGENX's maximum drawdown of -69.53%. Use the drawdown chart below to compare losses from any high point for FSENX and VGENX. For additional features, visit the drawdowns tool.
Volatility
FSENX vs. VGENX - Volatility Comparison
Fidelity Select Energy Portfolio (FSENX) has a higher volatility of 4.74% compared to Vanguard Energy Fund Investor Shares (VGENX) at 2.86%. This indicates that FSENX's price experiences larger fluctuations and is considered to be riskier than VGENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.