FSLBX vs. FXAIX
Compare and contrast key facts about Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Fidelity 500 Index Fund (FXAIX).
FSLBX is managed by Fidelity. It was launched on Jul 29, 1985. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FSLBX vs. FXAIX - Performance Comparison
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FSLBX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | -18.16% | 5.78% | 35.74% | 27.77% | -17.54% | 40.61% | 22.66% | 31.60% | -15.37% | 27.74% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FSLBX achieves a -18.16% return, which is significantly lower than FXAIX's -7.05% return. Both investments have delivered pretty close results over the past 10 years, with FSLBX having a 13.24% annualized return and FXAIX not far ahead at 13.75%.
FSLBX
- 1D
- 1.40%
- 1M
- -5.61%
- YTD
- -18.16%
- 6M
- -20.14%
- 1Y
- -6.85%
- 3Y*
- 14.06%
- 5Y*
- 9.43%
- 10Y*
- 13.24%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FSLBX vs. FXAIX - Expense Ratio Comparison
FSLBX has a 0.75% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FSLBX vs. FXAIX — Risk / Return Rank
FSLBX
FXAIX
FSLBX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) and Fidelity 500 Index Fund (FXAIX). 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.
| FSLBX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | 0.84 | -1.08 |
Sortino ratioReturn per unit of downside risk | -0.16 | 1.30 | -1.45 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.20 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.35 | 1.05 | -1.41 |
Martin ratioReturn relative to average drawdown | -0.93 | 5.13 | -6.06 |
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
| FSLBX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.24 | 0.84 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.68 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.77 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.75 | -0.31 |
Correlation
The correlation between FSLBX and FXAIX is 0.84, 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
FSLBX vs. FXAIX - Dividend Comparison
FSLBX's dividend yield for the trailing twelve months is around 0.82%, less than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLBX Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.82% | 0.67% | 0.69% | 1.22% | 2.09% | 1.39% | 3.08% | 4.25% | 8.94% | 5.46% | 1.25% | 6.37% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FSLBX vs. FXAIX - Drawdown Comparison
The maximum FSLBX drawdown since its inception was -68.20%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSLBX and FXAIX.
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Drawdown Indicators
| FSLBX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.20% | -33.79% | -34.41% |
Max Drawdown (1Y)Largest decline over 1 year | -24.67% | -12.13% | -12.54% |
Max Drawdown (5Y)Largest decline over 5 years | -30.87% | -24.50% | -6.37% |
Max Drawdown (10Y)Largest decline over 10 years | -40.56% | -33.79% | -6.77% |
Current DrawdownCurrent decline from peak | -23.61% | -8.89% | -14.72% |
Average DrawdownAverage peak-to-trough decline | -14.86% | -3.83% | -11.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.25% | 2.50% | +6.75% |
Volatility
FSLBX vs. FXAIX - Volatility Comparison
Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) has a higher volatility of 6.18% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FSLBX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSLBX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 4.24% | +1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 9.08% | +8.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.03% | 18.13% | +8.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.76% | 16.88% | +5.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.67% | 18.03% | +5.64% |