FUGAX vs. FSUTX
Compare and contrast key facts about Fidelity Advisor Utilities Fund Class A (FUGAX) and Fidelity Select Utilities Portfolio (FSUTX).
FUGAX is managed by Fidelity. It was launched on Sep 3, 1996. 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: FUGAX or FSUTX.
Key characteristics
| FUGAX | FSUTX | |
|---|---|---|
| YTD Return | 25.51% | 25.84% |
| 1Y Return | 26.26% | 27.12% |
| 3Y Return (Ann) | 12.64% | 13.13% |
| 5Y Return (Ann) | 9.11% | 9.73% |
| 10Y Return (Ann) | 9.63% | 10.46% |
| Sharpe Ratio | 1.61 | 1.66 |
| Daily Std Dev | 17.14% | 17.14% |
| Max Drawdown | -70.35% | -65.05% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FUGAX and FSUTX is 0.98, 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
FUGAX vs. FSUTX - Performance Comparison
The year-to-date returns for both investments are quite close, with FUGAX having a 25.51% return and FSUTX slightly higher at 25.84%. Over the past 10 years, FUGAX has underperformed FSUTX with an annualized return of 9.63%, while FSUTX has yielded a comparatively higher 10.46% 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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FUGAX vs. FSUTX - Expense Ratio Comparison
FUGAX has a 1.02% expense ratio, which is higher than FSUTX's 0.74% expense ratio.
Risk-Adjusted Performance
FUGAX vs. FSUTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Utilities Fund Class A (FUGAX) and Fidelity Select Utilities Portfolio (FSUTX). 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
FUGAX vs. FSUTX - Dividend Comparison
FUGAX's dividend yield for the trailing twelve months is around 2.81%, less than FSUTX's 4.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUGAX Fidelity Advisor Utilities Fund Class A | 2.81% | 3.26% | 4.51% | 2.64% | 2.07% | 1.84% | 11.60% | 3.69% | 1.90% | 5.61% | 7.74% | 1.97% |
FSUTX Fidelity Select Utilities Portfolio | 4.72% | 3.52% | 4.67% | 2.68% | 4.86% | 2.29% | 8.53% | 5.61% | 2.51% | 6.97% | 9.07% | 4.14% |
Drawdowns
FUGAX vs. FSUTX - Drawdown Comparison
The maximum FUGAX drawdown since its inception was -70.35%, which is greater than FSUTX's maximum drawdown of -65.05%. Use the drawdown chart below to compare losses from any high point for FUGAX and FSUTX. For additional features, visit the drawdowns tool.
Volatility
FUGAX vs. FSUTX - Volatility Comparison
Fidelity Advisor Utilities Fund Class A (FUGAX) and Fidelity Select Utilities Portfolio (FSUTX) have volatilities of 3.01% and 3.01%, 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.