FSRPX vs. FOCPX
Compare and contrast key facts about Fidelity Select Retailing Portfolio (FSRPX) and Fidelity OTC Portfolio (FOCPX).
FSRPX is managed by Fidelity Investments. It was launched on Dec 15, 1985. 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: FSRPX or FOCPX.
Correlation
The correlation between FSRPX and FOCPX is 0.71, 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
FSRPX vs. FOCPX - Performance Comparison
Key characteristics
FSRPX:
0.59
FOCPX:
1.88
FSRPX:
0.83
FOCPX:
2.47
FSRPX:
1.13
FOCPX:
1.33
FSRPX:
0.32
FOCPX:
2.45
FSRPX:
1.48
FOCPX:
7.76
FSRPX:
7.08%
FOCPX:
4.59%
FSRPX:
17.71%
FOCPX:
18.95%
FSRPX:
-55.00%
FOCPX:
-69.01%
FSRPX:
-23.49%
FOCPX:
-2.47%
Returns By Period
In the year-to-date period, FSRPX achieves a 1.51% return, which is significantly higher than FOCPX's 1.30% return. Over the past 10 years, FSRPX has underperformed FOCPX with an annualized return of 9.58%, while FOCPX has yielded a comparatively higher 18.19% annualized return.
FSRPX
1.51%
-8.78%
5.11%
10.53%
4.22%
9.58%
FOCPX
1.30%
-2.47%
10.32%
36.07%
18.17%
18.19%
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FSRPX vs. FOCPX - Expense Ratio Comparison
FSRPX has a 0.72% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Risk-Adjusted Performance
FSRPX vs. FOCPX — Risk-Adjusted Performance Rank
FSRPX
FOCPX
FSRPX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Retailing Portfolio (FSRPX) 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
FSRPX vs. FOCPX - Dividend Comparison
FSRPX has not paid dividends to shareholders, while FOCPX's dividend yield for the trailing twelve months is around 13.43%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRPX Fidelity Select Retailing Portfolio | 0.00% | 0.00% | 0.34% | 0.35% | 0.00% | 0.00% | 0.28% | 0.18% | 0.23% | 0.14% | 1.32% | 4.06% |
FOCPX Fidelity OTC Portfolio | 13.43% | 13.61% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% |
Drawdowns
FSRPX vs. FOCPX - Drawdown Comparison
The maximum FSRPX drawdown since its inception was -55.00%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for FSRPX and FOCPX. For additional features, visit the drawdowns tool.
Volatility
FSRPX vs. FOCPX - Volatility Comparison
Fidelity Select Retailing Portfolio (FSRPX) has a higher volatility of 7.48% compared to Fidelity OTC Portfolio (FOCPX) at 6.27%. This indicates that FSRPX'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.