FSMVX vs. FSPTX
Compare and contrast key facts about Fidelity Mid Cap Value Fund (FSMVX) and Fidelity Select Technology Portfolio (FSPTX).
FSMVX is managed by Fidelity. It was launched on Nov 15, 2001. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Performance
FSMVX vs. FSPTX - Performance Comparison
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FSMVX vs. FSPTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSMVX Fidelity Mid Cap Value Fund | 0.59% | 13.06% | 14.53% | 22.59% | -10.64% | 34.00% | 0.95% | 23.57% | -18.91% | 17.06% |
FSPTX Fidelity Select Technology Portfolio | -8.57% | 23.37% | 41.76% | 59.83% | -36.91% | 21.99% | 63.95% | 51.08% | -9.03% | 49.75% |
Returns By Period
In the year-to-date period, FSMVX achieves a 0.59% return, which is significantly higher than FSPTX's -8.57% return. Over the past 10 years, FSMVX has underperformed FSPTX with an annualized return of 9.66%, while FSPTX has yielded a comparatively higher 22.24% annualized return.
FSMVX
- 1D
- -1.10%
- 1M
- -9.32%
- YTD
- 0.59%
- 6M
- 5.73%
- 1Y
- 19.31%
- 3Y*
- 16.11%
- 5Y*
- 10.25%
- 10Y*
- 9.66%
FSPTX
- 1D
- -2.07%
- 1M
- -7.34%
- YTD
- -8.57%
- 6M
- -7.04%
- 1Y
- 31.57%
- 3Y*
- 26.70%
- 5Y*
- 13.98%
- 10Y*
- 22.24%
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FSMVX vs. FSPTX - Expense Ratio Comparison
FSMVX has a 0.57% expense ratio, which is lower than FSPTX's 0.67% expense ratio.
Return for Risk
FSMVX vs. FSPTX — Risk / Return Rank
FSMVX
FSPTX
FSMVX vs. FSPTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Value Fund (FSMVX) and Fidelity Select Technology Portfolio (FSPTX). 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.
| FSMVX | FSPTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.08 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.65 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.78 | -0.58 |
Martin ratioReturn relative to average drawdown | 4.92 | 6.19 | -1.27 |
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
| FSMVX | FSPTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.08 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.52 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.86 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.52 | -0.08 |
Correlation
The correlation between FSMVX and FSPTX is 0.72, 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
FSMVX vs. FSPTX - Dividend Comparison
FSMVX's dividend yield for the trailing twelve months is around 7.82%, less than FSPTX's 9.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSMVX Fidelity Mid Cap Value Fund | 7.82% | 8.28% | 10.41% | 1.17% | 13.12% | 1.30% | 1.99% | 1.87% | 14.79% | 8.92% | 1.34% | 5.15% |
FSPTX Fidelity Select Technology Portfolio | 9.91% | 9.06% | 9.42% | 0.01% | 3.95% | 11.62% | 18.86% | 1.86% | 23.77% | 8.32% | 1.54% | 4.19% |
Drawdowns
FSMVX vs. FSPTX - Drawdown Comparison
The maximum FSMVX drawdown since its inception was -62.96%, smaller than the maximum FSPTX drawdown of -84.37%. Use the drawdown chart below to compare losses from any high point for FSMVX and FSPTX.
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Drawdown Indicators
| FSMVX | FSPTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.96% | -84.37% | +21.41% |
Max Drawdown (1Y)Largest decline over 1 year | -14.74% | -15.49% | +0.75% |
Max Drawdown (5Y)Largest decline over 5 years | -23.70% | -42.16% | +18.46% |
Max Drawdown (10Y)Largest decline over 10 years | -45.11% | -42.16% | -2.95% |
Current DrawdownCurrent decline from peak | -10.30% | -13.71% | +3.41% |
Average DrawdownAverage peak-to-trough decline | -9.00% | -27.13% | +18.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 4.47% | -0.88% |
Volatility
FSMVX vs. FSPTX - Volatility Comparison
The current volatility for Fidelity Mid Cap Value Fund (FSMVX) is 5.64%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 6.73%. This indicates that FSMVX experiences smaller price fluctuations and is considered to be less risky than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSMVX | FSPTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.64% | 6.73% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 11.77% | 16.55% | -4.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.47% | 29.04% | -7.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.10% | 27.19% | -7.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.02% | 25.81% | -4.79% |