FSTCX vs. VFFVX
Compare and contrast key facts about Fidelity Select Telecommunications Portfolio (FSTCX) and Vanguard Target Retirement 2055 Fund (VFFVX).
FSTCX is managed by Fidelity. It was launched on Jul 28, 1985. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTCX or VFFVX.
Key characteristics
| FSTCX | VFFVX | |
|---|---|---|
| YTD Return | 17.88% | 13.35% |
| 1Y Return | 28.89% | 21.91% |
| 3Y Return (Ann) | -0.56% | 5.09% |
| 5Y Return (Ann) | 4.97% | 10.33% |
| 10Y Return (Ann) | 5.65% | 8.62% |
| Sharpe Ratio | 1.63 | 1.89 |
| Daily Std Dev | 17.62% | 11.48% |
| Max Drawdown | -82.73% | -31.40% |
| Current Drawdown | -7.09% | -0.30% |
Correlation
The correlation between FSTCX and VFFVX 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
FSTCX vs. VFFVX - Performance Comparison
In the year-to-date period, FSTCX achieves a 17.88% return, which is significantly higher than VFFVX's 13.35% return. Over the past 10 years, FSTCX has underperformed VFFVX with an annualized return of 5.65%, while VFFVX has yielded a comparatively higher 8.62% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FSTCX vs. VFFVX - Expense Ratio Comparison
FSTCX has a 0.79% expense ratio, which is higher than VFFVX's 0.08% expense ratio.
Risk-Adjusted Performance
FSTCX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Telecommunications Portfolio (FSTCX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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. VFFVX - Dividend Comparison
FSTCX's dividend yield for the trailing twelve months is around 2.27%, more than VFFVX's 1.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTCX Fidelity Select Telecommunications Portfolio | 2.27% | 3.72% | 8.13% | 15.37% | 8.11% | 3.33% | 3.23% | 20.29% | 6.40% | 1.99% | 3.66% | 2.12% |
VFFVX Vanguard Target Retirement 2055 Fund | 1.92% | 2.18% | 2.19% | 10.03% | 1.82% | 2.15% | 2.35% | 1.83% | 1.99% | 1.98% | 1.75% | 1.58% |
Drawdowns
FSTCX vs. VFFVX - Drawdown Comparison
The maximum FSTCX drawdown since its inception was -82.73%, which is greater than VFFVX's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for FSTCX and VFFVX. For additional features, visit the drawdowns tool.
Volatility
FSTCX vs. VFFVX - Volatility Comparison
Fidelity Select Telecommunications Portfolio (FSTCX) and Vanguard Target Retirement 2055 Fund (VFFVX) have volatilities of 3.84% and 3.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.