FSUTX vs. HTGC
Compare and contrast key facts about Fidelity Select Utilities Portfolio (FSUTX) and Hercules Capital, Inc. (HTGC).
FSUTX is managed by Fidelity Investments. It was launched on Dec 9, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSUTX or HTGC.
Correlation
The correlation between FSUTX and HTGC is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FSUTX vs. HTGC - Performance Comparison
Key characteristics
FSUTX:
2.00
HTGC:
1.51
FSUTX:
2.66
HTGC:
1.86
FSUTX:
1.34
HTGC:
1.31
FSUTX:
2.41
HTGC:
1.78
FSUTX:
8.16
HTGC:
5.37
FSUTX:
4.10%
HTGC:
6.07%
FSUTX:
16.77%
HTGC:
21.58%
FSUTX:
-65.05%
HTGC:
-68.50%
FSUTX:
-6.24%
HTGC:
0.00%
Returns By Period
In the year-to-date period, FSUTX achieves a 3.17% return, which is significantly lower than HTGC's 5.87% return. Over the past 10 years, FSUTX has underperformed HTGC with an annualized return of 8.00%, while HTGC has yielded a comparatively higher 14.37% annualized return.
FSUTX
3.17%
-0.14%
8.63%
30.39%
5.95%
8.00%
HTGC
5.87%
2.51%
16.52%
24.38%
19.22%
14.37%
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Risk-Adjusted Performance
FSUTX vs. HTGC — Risk-Adjusted Performance Rank
FSUTX
HTGC
FSUTX vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Utilities Portfolio (FSUTX) and Hercules Capital, Inc. (HTGC). 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. HTGC - Dividend Comparison
FSUTX's dividend yield for the trailing twelve months is around 1.95%, less than HTGC's 7.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSUTX Fidelity Select Utilities Portfolio | 1.95% | 2.01% | 2.11% | 1.66% | 1.63% | 2.31% | 2.01% | 1.71% | 1.62% | 2.48% | 6.97% | 9.07% |
HTGC Hercules Capital, Inc. | 7.52% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
Drawdowns
FSUTX vs. HTGC - Drawdown Comparison
The maximum FSUTX drawdown since its inception was -65.05%, smaller than the maximum HTGC drawdown of -68.50%. Use the drawdown chart below to compare losses from any high point for FSUTX and HTGC. For additional features, visit the drawdowns tool.
Volatility
FSUTX vs. HTGC - Volatility Comparison
Fidelity Select Utilities Portfolio (FSUTX) has a higher volatility of 6.26% compared to Hercules Capital, Inc. (HTGC) at 4.05%. This indicates that FSUTX's price experiences larger fluctuations and is considered to be riskier than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.