FSPCX vs. FIDSX
Compare and contrast key facts about Fidelity Select Insurance Portfolio (FSPCX) and Fidelity Select Financial Services Portfolio (FIDSX).
FSPCX is managed by Fidelity. It was launched on Dec 16, 1985. FIDSX is managed by Blackrock. It was launched on Dec 10, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPCX or FIDSX.
Correlation
The correlation between FSPCX and FIDSX 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.
Performance
FSPCX vs. FIDSX - Performance Comparison
Key characteristics
FSPCX:
1.08
FIDSX:
0.84
FSPCX:
1.51
FIDSX:
1.26
FSPCX:
1.22
FIDSX:
1.19
FSPCX:
1.70
FIDSX:
0.96
FSPCX:
5.08
FIDSX:
3.90
FSPCX:
3.83%
FIDSX:
4.79%
FSPCX:
18.04%
FIDSX:
22.29%
FSPCX:
-69.12%
FIDSX:
-74.18%
FSPCX:
-6.65%
FIDSX:
-13.88%
Returns By Period
In the year-to-date period, FSPCX achieves a 1.39% return, which is significantly higher than FIDSX's -7.58% return. Over the past 10 years, FSPCX has outperformed FIDSX with an annualized return of 12.89%, while FIDSX has yielded a comparatively lower 10.48% annualized return.
FSPCX
1.39%
-4.54%
-2.60%
19.37%
21.87%
12.89%
FIDSX
-7.58%
-7.33%
-4.86%
17.73%
20.27%
10.48%
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FSPCX vs. FIDSX - Expense Ratio Comparison
FSPCX has a 0.78% expense ratio, which is higher than FIDSX's 0.73% expense ratio.
Risk-Adjusted Performance
FSPCX vs. FIDSX — Risk-Adjusted Performance Rank
FSPCX
FIDSX
FSPCX vs. FIDSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Insurance Portfolio (FSPCX) and Fidelity Select Financial Services Portfolio (FIDSX). 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
FSPCX vs. FIDSX - Dividend Comparison
FSPCX's dividend yield for the trailing twelve months is around 5.62%, less than FIDSX's 8.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPCX Fidelity Select Insurance Portfolio | 5.62% | 8.72% | 8.48% | 0.74% | 8.40% | 8.80% | 6.90% | 33.30% | 12.52% | 2.81% | 3.27% | 11.09% |
FIDSX Fidelity Select Financial Services Portfolio | 8.09% | 6.03% | 3.01% | 11.32% | 4.12% | 5.86% | 5.57% | 13.10% | 4.26% | 1.00% | 1.63% | 2.75% |
Drawdowns
FSPCX vs. FIDSX - Drawdown Comparison
The maximum FSPCX drawdown since its inception was -69.12%, smaller than the maximum FIDSX drawdown of -74.18%. Use the drawdown chart below to compare losses from any high point for FSPCX and FIDSX. For additional features, visit the drawdowns tool.
Volatility
FSPCX vs. FIDSX - Volatility Comparison
The current volatility for Fidelity Select Insurance Portfolio (FSPCX) is 11.26%, while Fidelity Select Financial Services Portfolio (FIDSX) has a volatility of 14.12%. This indicates that FSPCX experiences smaller price fluctuations and is considered to be less risky than FIDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.