FWRLX vs. FIUIX
Compare and contrast key facts about Fidelity Select Wireless Portfolio (FWRLX) and Fidelity Telecom and Utilities Fund (FIUIX).
FWRLX is managed by Fidelity. It was launched on Sep 20, 2000. FIUIX is managed by Fidelity. It was launched on Nov 27, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FWRLX or FIUIX.
Correlation
The correlation between FWRLX and FIUIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FWRLX vs. FIUIX - Performance Comparison
Key characteristics
FWRLX:
0.76
FIUIX:
2.45
FWRLX:
1.04
FIUIX:
3.23
FWRLX:
1.15
FIUIX:
1.41
FWRLX:
0.45
FIUIX:
3.02
FWRLX:
2.43
FIUIX:
9.77
FWRLX:
4.62%
FIUIX:
3.61%
FWRLX:
14.81%
FIUIX:
14.40%
FWRLX:
-79.37%
FIUIX:
-64.42%
FWRLX:
-9.85%
FIUIX:
-4.21%
Returns By Period
In the year-to-date period, FWRLX achieves a 4.00% return, which is significantly lower than FIUIX's 5.26% return. Over the past 10 years, FWRLX has underperformed FIUIX with an annualized return of 5.22%, while FIUIX has yielded a comparatively higher 6.22% annualized return.
FWRLX
4.00%
3.51%
3.05%
12.58%
2.64%
5.22%
FIUIX
5.26%
3.53%
10.14%
34.22%
5.54%
6.22%
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FWRLX vs. FIUIX - Expense Ratio Comparison
FWRLX has a 0.77% expense ratio, which is higher than FIUIX's 0.60% expense ratio.
Risk-Adjusted Performance
FWRLX vs. FIUIX — Risk-Adjusted Performance Rank
FWRLX
FIUIX
FWRLX vs. FIUIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Wireless Portfolio (FWRLX) and Fidelity Telecom and Utilities Fund (FIUIX). 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
FWRLX vs. FIUIX - Dividend Comparison
FWRLX's dividend yield for the trailing twelve months is around 0.98%, less than FIUIX's 1.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWRLX Fidelity Select Wireless Portfolio | 0.98% | 1.02% | 0.96% | 0.97% | 0.65% | 0.70% | 1.05% | 2.34% | 1.34% | 1.05% | 9.95% | 25.29% |
FIUIX Fidelity Telecom and Utilities Fund | 1.99% | 2.09% | 2.23% | 1.92% | 2.29% | 2.27% | 2.70% | 2.48% | 2.10% | 2.72% | 4.74% | 3.22% |
Drawdowns
FWRLX vs. FIUIX - Drawdown Comparison
The maximum FWRLX drawdown since its inception was -79.37%, which is greater than FIUIX's maximum drawdown of -64.42%. Use the drawdown chart below to compare losses from any high point for FWRLX and FIUIX. For additional features, visit the drawdowns tool.
Volatility
FWRLX vs. FIUIX - Volatility Comparison
The current volatility for Fidelity Select Wireless Portfolio (FWRLX) is 3.37%, while Fidelity Telecom and Utilities Fund (FIUIX) has a volatility of 4.09%. This indicates that FWRLX experiences smaller price fluctuations and is considered to be less risky than FIUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.