FSPTX vs. FOCPX
Compare and contrast key facts about Fidelity Select Technology Portfolio (FSPTX) and Fidelity OTC Portfolio (FOCPX).
FSPTX is managed by Fidelity. It was launched on Jul 13, 1981. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSPTX or FOCPX.
Correlation
The correlation between FSPTX and FOCPX is 0.90, 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
FSPTX vs. FOCPX - Performance Comparison
Key characteristics
FSPTX:
1.18
FOCPX:
1.53
FSPTX:
1.65
FOCPX:
2.04
FSPTX:
1.21
FOCPX:
1.28
FSPTX:
1.80
FOCPX:
2.03
FSPTX:
5.81
FOCPX:
6.37
FSPTX:
4.98%
FOCPX:
4.62%
FSPTX:
24.58%
FOCPX:
19.32%
FSPTX:
-84.32%
FOCPX:
-69.01%
FSPTX:
-1.64%
FOCPX:
-1.47%
Returns By Period
In the year-to-date period, FSPTX achieves a 2.90% return, which is significantly lower than FOCPX's 3.17% return. Over the past 10 years, FSPTX has outperformed FOCPX with an annualized return of 20.80%, while FOCPX has yielded a comparatively lower 17.43% annualized return.
FSPTX
2.90%
1.20%
13.00%
31.94%
20.80%
20.80%
FOCPX
3.17%
0.36%
14.63%
30.66%
18.22%
17.43%
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FSPTX vs. FOCPX - Expense Ratio Comparison
FSPTX has a 0.67% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Risk-Adjusted Performance
FSPTX vs. FOCPX — Risk-Adjusted Performance Rank
FSPTX
FOCPX
FSPTX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Technology Portfolio (FSPTX) and Fidelity OTC Portfolio (FOCPX). 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
FSPTX vs. FOCPX - Dividend Comparison
FSPTX's dividend yield for the trailing twelve months is around 4.58%, less than FOCPX's 13.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSPTX Fidelity Select Technology Portfolio | 4.58% | 4.71% | 0.01% | 3.95% | 11.62% | 18.86% | 1.61% | 23.63% | 8.31% | 1.49% | 4.28% | 17.85% |
FOCPX Fidelity OTC Portfolio | 13.19% | 13.61% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% |
Drawdowns
FSPTX vs. FOCPX - Drawdown Comparison
The maximum FSPTX drawdown since its inception was -84.32%, which is greater than FOCPX's maximum drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for FSPTX and FOCPX. For additional features, visit the drawdowns tool.
Volatility
FSPTX vs. FOCPX - Volatility Comparison
Fidelity Select Technology Portfolio (FSPTX) has a higher volatility of 8.57% compared to Fidelity OTC Portfolio (FOCPX) at 6.32%. This indicates that FSPTX's price experiences larger fluctuations and is considered to be riskier than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.