IALAX vs. FSELX

In the year-to-date period, IALAX achieves a 10.66% return, which is significantly higher than FSELX's -2.94% return. Over the past 10 years, IALAX has underperformed FSELX with an annualized return of 13.85%, while FSELX has yielded a comparatively higher 23.86% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

IALAX has a 1.01% expense ratio, which is higher than FSELX's 0.68% expense ratio.

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.

The current IALAX Sharpe Ratio is 1.75, which is higher than the FSELX Sharpe Ratio of 0.01. The chart below compares the historical Sharpe Ratios of IALAX and FSELX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IALAX has not paid dividends to shareholders, while FSELX's dividend yield for the trailing twelve months is around 8.90%.

The maximum IALAX drawdown since its inception was -69.30%, 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.

The current volatility for Transamerica Capital Growth Fund (IALAX) is 8.22%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.89%. 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.