FSVLX vs. FEQTX

In the year-to-date period, FSVLX achieves a -5.73% return, which is significantly lower than FEQTX's -0.67% return. Over the past 10 years, FSVLX has outperformed FEQTX with an annualized return of 7.02%, while FEQTX has yielded a comparatively lower 2.71% annualized return.

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FSVLX has a 0.81% expense ratio, which is higher than FEQTX's 0.58% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Fintech Portfolio (FSVLX) and Fidelity Equity Dividend Income Fund (FEQTX). 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.

The current FSVLX Sharpe Ratio is 0.44, which is higher than the FEQTX Sharpe Ratio of 0.05. The chart below compares the historical Sharpe Ratios of FSVLX and FEQTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSVLX has not paid dividends to shareholders, while FEQTX's dividend yield for the trailing twelve months is around 2.70%.

The maximum FSVLX drawdown since its inception was -83.28%, which is greater than FEQTX's maximum drawdown of -60.57%. Use the drawdown chart below to compare losses from any high point for FSVLX and FEQTX. For additional features, visit the drawdowns tool.

Fidelity Select Fintech Portfolio (FSVLX) has a higher volatility of 16.23% compared to Fidelity Equity Dividend Income Fund (FEQTX) at 10.08%. This indicates that FSVLX's price experiences larger fluctuations and is considered to be riskier than FEQTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.