FSUTX vs. FIUIX
Compare and contrast key facts about Fidelity Select Utilities Portfolio (FSUTX) and Fidelity Telecom and Utilities Fund (FIUIX).
FSUTX is managed by Fidelity Investments. It was launched on Dec 9, 1981. FIUIX is managed by Fidelity. It was launched on Nov 27, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSUTX or FIUIX.
Correlation
The correlation between FSUTX and FIUIX is 0.92, 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
FSUTX vs. FIUIX - Performance Comparison
Key characteristics
FSUTX:
1.13
FIUIX:
1.82
FSUTX:
1.59
FIUIX:
2.46
FSUTX:
1.20
FIUIX:
1.31
FSUTX:
1.67
FIUIX:
2.21
FSUTX:
3.90
FIUIX:
6.41
FSUTX:
4.88%
FIUIX:
4.04%
FSUTX:
16.80%
FIUIX:
14.21%
FSUTX:
-65.05%
FIUIX:
-64.41%
FSUTX:
-6.75%
FIUIX:
-3.77%
Returns By Period
In the year-to-date period, FSUTX achieves a 2.61% return, which is significantly lower than FIUIX's 5.74% return. Over the past 10 years, FSUTX has outperformed FIUIX with an annualized return of 7.91%, while FIUIX has yielded a comparatively lower 6.23% annualized return.
FSUTX
2.61%
1.70%
-2.68%
19.16%
13.36%
7.91%
FIUIX
5.74%
2.38%
0.53%
25.60%
12.55%
6.23%
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FSUTX vs. FIUIX - Expense Ratio Comparison
FSUTX has a 0.74% expense ratio, which is higher than FIUIX's 0.60% expense ratio.
Risk-Adjusted Performance
FSUTX vs. FIUIX — Risk-Adjusted Performance Rank
FSUTX
FIUIX
FSUTX vs. FIUIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Utilities Portfolio (FSUTX) and Fidelity Telecom and Utilities Fund (FIUIX). 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
FSUTX vs. FIUIX - Dividend Comparison
FSUTX's dividend yield for the trailing twelve months is around 1.96%, less than FIUIX's 1.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 1.96% | 2.01% | 2.11% | 1.66% | 1.63% | 2.31% | 2.01% | 1.71% | 1.62% | 2.48% | 6.97% | 9.07% |
FIUIX Fidelity Telecom and Utilities Fund | 1.98% | 2.09% | 2.23% | 1.92% | 2.29% | 2.27% | 2.70% | 2.48% | 2.10% | 2.72% | 4.74% | 3.22% |
Drawdowns
FSUTX vs. FIUIX - Drawdown Comparison
The maximum FSUTX drawdown since its inception was -65.05%, roughly equal to the maximum FIUIX drawdown of -64.41%. Use the drawdown chart below to compare losses from any high point for FSUTX and FIUIX. For additional features, visit the drawdowns tool.
Volatility
FSUTX vs. FIUIX - Volatility Comparison
Fidelity Select Utilities Portfolio (FSUTX) has a higher volatility of 4.19% compared to Fidelity Telecom and Utilities Fund (FIUIX) at 3.20%. This indicates that FSUTX's price experiences larger fluctuations and is considered to be riskier than FIUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.