FSTCX vs. FAGIX
Compare and contrast key facts about Fidelity Select Telecommunications Portfolio (FSTCX) and Fidelity Capital & Income Fund (FAGIX).
FSTCX is managed by Fidelity. It was launched on Jul 28, 1985. FAGIX is managed by Fidelity. It was launched on Nov 1, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTCX or FAGIX.
Correlation
The correlation between FSTCX and FAGIX is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSTCX vs. FAGIX - Performance Comparison
Key characteristics
FSTCX:
1.83
FAGIX:
2.14
FSTCX:
2.61
FAGIX:
3.06
FSTCX:
1.32
FAGIX:
1.42
FSTCX:
0.79
FAGIX:
2.03
FSTCX:
9.13
FAGIX:
12.97
FSTCX:
3.28%
FAGIX:
0.86%
FSTCX:
16.26%
FAGIX:
5.21%
FSTCX:
-82.73%
FAGIX:
-37.80%
FSTCX:
-12.82%
FAGIX:
-0.77%
Returns By Period
In the year-to-date period, FSTCX achieves a 6.90% return, which is significantly higher than FAGIX's 1.67% return. Over the past 10 years, FSTCX has underperformed FAGIX with an annualized return of 1.18%, while FAGIX has yielded a comparatively higher 5.01% annualized return.
FSTCX
6.90%
10.99%
16.60%
31.87%
-0.22%
1.18%
FAGIX
1.67%
1.38%
5.96%
11.16%
4.42%
5.01%
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FSTCX vs. FAGIX - Expense Ratio Comparison
FSTCX has a 0.79% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
FSTCX vs. FAGIX — Risk-Adjusted Performance Rank
FSTCX
FAGIX
FSTCX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Telecommunications Portfolio (FSTCX) and Fidelity Capital & Income Fund (FAGIX). 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
FSTCX vs. FAGIX - Dividend Comparison
FSTCX's dividend yield for the trailing twelve months is around 2.05%, less than FAGIX's 4.55% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTCX Fidelity Select Telecommunications Portfolio | 2.05% | 2.19% | 2.68% | 2.58% | 3.29% | 0.83% | 1.94% | 2.06% | 2.65% | 1.87% | 1.25% | 3.66% |
FAGIX Fidelity Capital & Income Fund | 4.55% | 5.03% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.27% | 4.01% | 4.12% | 5.00% | 8.04% |
Drawdowns
FSTCX vs. FAGIX - Drawdown Comparison
The maximum FSTCX drawdown since its inception was -82.73%, which is greater than FAGIX's maximum drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FSTCX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
FSTCX vs. FAGIX - Volatility Comparison
Fidelity Select Telecommunications Portfolio (FSTCX) has a higher volatility of 4.58% compared to Fidelity Capital & Income Fund (FAGIX) at 2.08%. This indicates that FSTCX's price experiences larger fluctuations and is considered to be riskier than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.