IALAX vs. FSELX
Compare and contrast key facts about Transamerica Capital Growth Fund (IALAX) and Fidelity Select Semiconductors Portfolio (FSELX).
IALAX is managed by Transamerica. It was launched on Mar 1, 1999. 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: IALAX or FSELX.
Correlation
The correlation between IALAX and FSELX is 0.70, 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
IALAX vs. FSELX - Performance Comparison
Key characteristics
IALAX:
1.95
FSELX:
0.71
IALAX:
2.58
FSELX:
1.14
IALAX:
1.33
FSELX:
1.15
IALAX:
0.81
FSELX:
1.11
IALAX:
9.06
FSELX:
2.83
IALAX:
5.66%
FSELX:
9.55%
IALAX:
26.28%
FSELX:
38.24%
IALAX:
-74.70%
FSELX:
-81.70%
IALAX:
-38.07%
FSELX:
-6.76%
Returns By Period
In the year-to-date period, IALAX achieves a 10.86% return, which is significantly higher than FSELX's 5.44% return. Over the past 10 years, IALAX has underperformed FSELX with an annualized return of 4.77%, while FSELX has yielded a comparatively higher 17.16% annualized return.
IALAX
10.86%
3.68%
52.52%
57.74%
6.04%
4.77%
FSELX
5.44%
-1.34%
6.33%
30.66%
22.80%
17.16%
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IALAX vs. FSELX - Expense Ratio Comparison
IALAX has a 1.01% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
IALAX vs. FSELX — Risk-Adjusted Performance Rank
IALAX
FSELX
IALAX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Transamerica Capital Growth Fund (IALAX) 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.
Dividends
IALAX vs. FSELX - Dividend Comparison
Neither IALAX nor FSELX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IALAX Transamerica Capital Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSELX Fidelity Select Semiconductors Portfolio | 0.00% | 0.00% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% |
Drawdowns
IALAX vs. FSELX - Drawdown Comparison
The maximum IALAX drawdown since its inception was -74.70%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for IALAX and FSELX. For additional features, visit the drawdowns tool.
Volatility
IALAX vs. FSELX - Volatility Comparison
The current volatility for Transamerica Capital Growth Fund (IALAX) is 7.08%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 14.56%. This indicates that IALAX 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.