FWRLX vs. FBALX

In the year-to-date period, FWRLX achieves a -6.86% return, which is significantly lower than FBALX's -0.12% return. Over the past 10 years, FWRLX has underperformed FBALX with an annualized return of 3.87%, while FBALX has yielded a comparatively higher 4.52% annualized return.

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FWRLX has a 0.77% expense ratio, which is higher than FBALX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Wireless Portfolio (FWRLX) and Fidelity Balanced Fund (FBALX). 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 FWRLX Sharpe Ratio is 0.02, which is lower than the FBALX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of FWRLX and FBALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FWRLX's dividend yield for the trailing twelve months is around 6.57%, more than FBALX's 1.84% yield.

The maximum FWRLX drawdown since its inception was -79.37%, which is greater than FBALX's maximum drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for FWRLX and FBALX. For additional features, visit the drawdowns tool.

Fidelity Select Wireless Portfolio (FWRLX) has a higher volatility of 7.37% compared to Fidelity Balanced Fund (FBALX) at 3.89%. This indicates that FWRLX's price experiences larger fluctuations and is considered to be riskier than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.