FSPCX vs. FGRTX
Compare and contrast key facts about Fidelity Select Insurance Portfolio (FSPCX) and Fidelity Mega Cap Stock Fund (FGRTX).
FSPCX is managed by Fidelity. It was launched on Dec 16, 1985. FGRTX is managed by Fidelity. It was launched on Dec 28, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPCX or FGRTX.
Correlation
The correlation between FSPCX and FGRTX is 0.74, 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
FSPCX vs. FGRTX - Performance Comparison
Loading data...
Key characteristics
FSPCX:
0.97
FGRTX:
0.47
FSPCX:
1.47
FGRTX:
0.84
FSPCX:
1.21
FGRTX:
1.13
FSPCX:
1.67
FGRTX:
0.53
FSPCX:
4.70
FGRTX:
2.08
FSPCX:
4.06%
FGRTX:
4.76%
FSPCX:
18.58%
FGRTX:
19.31%
FSPCX:
-69.12%
FGRTX:
-57.06%
FSPCX:
-3.38%
FGRTX:
-6.09%
Returns By Period
In the year-to-date period, FSPCX achieves a 4.93% return, which is significantly higher than FGRTX's -0.12% return. Over the past 10 years, FSPCX has outperformed FGRTX with an annualized return of 13.12%, while FGRTX has yielded a comparatively lower 6.18% annualized return.
FSPCX
4.93%
4.39%
0.76%
17.24%
23.17%
13.12%
FGRTX
-0.12%
9.49%
-2.83%
8.95%
16.40%
6.18%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSPCX vs. FGRTX - Expense Ratio Comparison
FSPCX has a 0.78% expense ratio, which is higher than FGRTX's 0.61% expense ratio.
Risk-Adjusted Performance
FSPCX vs. FGRTX — Risk-Adjusted Performance Rank
FSPCX
FGRTX
FSPCX vs. FGRTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Insurance Portfolio (FSPCX) and Fidelity Mega Cap Stock Fund (FGRTX). 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.
Loading data...
Dividends
FSPCX vs. FGRTX - Dividend Comparison
FSPCX's dividend yield for the trailing twelve months is around 5.50%, more than FGRTX's 1.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPCX Fidelity Select Insurance Portfolio | 5.50% | 8.72% | 8.48% | 0.74% | 8.40% | 8.80% | 6.90% | 33.30% | 12.52% | 2.81% | 3.27% | 11.09% |
FGRTX Fidelity Mega Cap Stock Fund | 1.04% | 1.04% | 1.06% | 1.34% | 1.76% | 2.87% | 2.01% | 2.22% | 1.57% | 1.48% | 4.07% | 5.39% |
Drawdowns
FSPCX vs. FGRTX - Drawdown Comparison
The maximum FSPCX drawdown since its inception was -69.12%, which is greater than FGRTX's maximum drawdown of -57.06%. Use the drawdown chart below to compare losses from any high point for FSPCX and FGRTX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FSPCX vs. FGRTX - Volatility Comparison
The current volatility for Fidelity Select Insurance Portfolio (FSPCX) is 6.19%, while Fidelity Mega Cap Stock Fund (FGRTX) has a volatility of 6.67%. This indicates that FSPCX experiences smaller price fluctuations and is considered to be less risky than FGRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...