Correlation
The correlation between FVDFX and FSELX is 0.77, 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.
FVDFX vs. FSELX
Compare and contrast key facts about Fidelity Value Discovery Fund (FVDFX) and Fidelity Select Semiconductors Portfolio (FSELX).
FVDFX is managed by Fidelity. It was launched on Dec 10, 2002. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FVDFX or FSELX.
Performance
FVDFX vs. FSELX - Performance Comparison
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Key characteristics
FVDFX:
0.59
FSELX:
-0.02
FVDFX:
0.86
FSELX:
0.22
FVDFX:
1.12
FSELX:
1.03
FVDFX:
0.58
FSELX:
-0.10
FVDFX:
1.79
FSELX:
-0.26
FVDFX:
4.36%
FSELX:
14.05%
FVDFX:
14.43%
FSELX:
47.01%
FVDFX:
-60.85%
FSELX:
-81.70%
FVDFX:
-4.09%
FSELX:
-12.22%
Returns By Period
In the year-to-date period, FVDFX achieves a 2.82% return, which is significantly higher than FSELX's -4.43% return. Over the past 10 years, FVDFX has underperformed FSELX with an annualized return of 7.68%, while FSELX has yielded a comparatively higher 23.75% annualized return.
FVDFX
2.82%
1.81%
-4.09%
6.33%
5.14%
12.23%
7.68%
FSELX
-4.43%
10.81%
-2.93%
0.10%
27.55%
30.01%
23.75%
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FVDFX vs. FSELX - Expense Ratio Comparison
FVDFX has a 0.80% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
FVDFX vs. FSELX — Risk-Adjusted Performance Rank
FVDFX
FSELX
FVDFX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Value Discovery Fund (FVDFX) and Fidelity Select Semiconductors Portfolio (FSELX). 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.
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Dividends
FVDFX vs. FSELX - Dividend Comparison
FVDFX's dividend yield for the trailing twelve months is around 5.20%, less than FSELX's 9.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVDFX Fidelity Value Discovery Fund | 5.20% | 5.34% | 5.23% | 4.71% | 4.76% | 1.31% | 2.96% | 4.61% | 1.91% | 1.16% | 3.40% | 1.36% |
FSELX Fidelity Select Semiconductors Portfolio | 9.03% | 3.99% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.65% | 3.82% | 15.22% | 3.01% |
Drawdowns
FVDFX vs. FSELX - Drawdown Comparison
The maximum FVDFX drawdown since its inception was -60.85%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FVDFX and FSELX.
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Volatility
FVDFX vs. FSELX - Volatility Comparison
The current volatility for Fidelity Value Discovery Fund (FVDFX) is 3.87%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 10.26%. This indicates that FVDFX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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