FSHOX vs. FBALX
Compare and contrast key facts about Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Balanced Fund (FBALX).
FSHOX is managed by Fidelity. It was launched on Sep 28, 1986. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Performance
FSHOX vs. FBALX - Performance Comparison
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FSHOX vs. FBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | -3.21% | 5.24% | 15.28% | 30.85% | -22.76% | 57.51% | 25.95% | 41.15% | -15.87% | 26.25% |
FBALX Fidelity Balanced Fund | -1.74% | 15.11% | 16.09% | 20.31% | -18.29% | 18.27% | 22.45% | 24.40% | -3.98% | 16.52% |
Returns By Period
In the year-to-date period, FSHOX achieves a -3.21% return, which is significantly lower than FBALX's -1.74% return. Over the past 10 years, FSHOX has outperformed FBALX with an annualized return of 13.80%, while FBALX has yielded a comparatively lower 10.73% annualized return.
FSHOX
- 1D
- -0.98%
- 1M
- -13.82%
- YTD
- -3.21%
- 6M
- -7.81%
- 1Y
- 8.36%
- 3Y*
- 13.51%
- 5Y*
- 9.42%
- 10Y*
- 13.80%
FBALX
- 1D
- 2.04%
- 1M
- -3.87%
- YTD
- -1.74%
- 6M
- 0.80%
- 1Y
- 15.76%
- 3Y*
- 13.67%
- 5Y*
- 7.65%
- 10Y*
- 10.73%
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FSHOX vs. FBALX - Expense Ratio Comparison
FSHOX has a 0.76% expense ratio, which is higher than FBALX's 0.51% expense ratio.
Return for Risk
FSHOX vs. FBALX — Risk / Return Rank
FSHOX
FBALX
FSHOX vs. FBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Construction & Housing Portfolio (FSHOX) and Fidelity Balanced Fund (FBALX). 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.
| FSHOX | FBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.37 | -0.93 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.99 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.30 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 2.05 | -1.61 |
Martin ratioReturn relative to average drawdown | 1.38 | 9.47 | -8.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSHOX | FBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.37 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.63 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.84 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.79 | -0.23 |
Correlation
The correlation between FSHOX and FBALX is 0.76, 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.
Dividends
FSHOX vs. FBALX - Dividend Comparison
FSHOX's dividend yield for the trailing twelve months is around 4.04%, less than FBALX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHOX Fidelity Select Construction & Housing Portfolio | 4.04% | 3.91% | 4.05% | 0.82% | 0.80% | 5.45% | 4.73% | 7.91% | 15.47% | 13.62% | 3.61% | 3.26% |
FBALX Fidelity Balanced Fund | 5.79% | 5.69% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.70% |
Drawdowns
FSHOX vs. FBALX - Drawdown Comparison
The maximum FSHOX drawdown since its inception was -61.68%, which is greater than FBALX's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for FSHOX and FBALX.
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Drawdown Indicators
| FSHOX | FBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.68% | -43.57% | -18.11% |
Max Drawdown (1Y)Largest decline over 1 year | -16.54% | -8.14% | -8.40% |
Max Drawdown (5Y)Largest decline over 5 years | -33.23% | -22.89% | -10.34% |
Max Drawdown (10Y)Largest decline over 10 years | -43.67% | -26.68% | -16.99% |
Current DrawdownCurrent decline from peak | -16.54% | -4.56% | -11.98% |
Average DrawdownAverage peak-to-trough decline | -9.85% | -4.39% | -5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 1.76% | +3.55% |
Volatility
FSHOX vs. FBALX - Volatility Comparison
Fidelity Select Construction & Housing Portfolio (FSHOX) has a higher volatility of 6.83% compared to Fidelity Balanced Fund (FBALX) at 4.19%. This indicates that FSHOX's price experiences larger fluctuations and is considered to be riskier than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSHOX | FBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.83% | 4.19% | +2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 6.77% | +6.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.59% | 11.94% | +9.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.41% | 12.18% | +9.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.30% | 12.75% | +9.55% |