MACGX vs. FSELX
Compare and contrast key facts about Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) and Fidelity Select Semiconductors Portfolio (FSELX).
MACGX is managed by Morgan Stanley. It was launched on Mar 30, 1990. 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: MACGX or FSELX.
Correlation
The correlation between MACGX and FSELX is 0.72, 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.
Performance
MACGX vs. FSELX - Performance Comparison
Key characteristics
MACGX:
1.85
FSELX:
1.24
MACGX:
2.48
FSELX:
1.76
MACGX:
1.30
FSELX:
1.22
MACGX:
0.64
FSELX:
1.85
MACGX:
9.36
FSELX:
5.13
MACGX:
5.46%
FSELX:
8.77%
MACGX:
27.58%
FSELX:
36.47%
MACGX:
-85.92%
FSELX:
-81.70%
MACGX:
-68.90%
FSELX:
-7.47%
Returns By Period
In the year-to-date period, MACGX achieves a 1.10% return, which is significantly higher than FSELX's 0.57% return. Over the past 10 years, MACGX has underperformed FSELX with an annualized return of -8.73%, while FSELX has yielded a comparatively higher 17.81% annualized return.
MACGX
1.10%
-5.02%
33.36%
53.81%
-1.99%
-8.73%
FSELX
0.57%
-2.22%
-5.42%
45.63%
22.35%
17.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MACGX vs. FSELX - Expense Ratio Comparison
MACGX has a 1.00% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
MACGX vs. FSELX — Risk-Adjusted Performance Rank
MACGX
FSELX
MACGX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) 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
MACGX vs. FSELX - Dividend Comparison
MACGX has not paid dividends to shareholders, while FSELX's dividend yield for the trailing twelve months is around 3.96%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Fidelity Select Semiconductors Portfolio | 3.96% | 3.99% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% |
Drawdowns
MACGX vs. FSELX - Drawdown Comparison
The maximum MACGX drawdown since its inception was -85.92%, which is greater than FSELX's maximum drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for MACGX and FSELX. For additional features, visit the drawdowns tool.
Volatility
MACGX vs. FSELX - Volatility Comparison
The current volatility for Morgan Stanley Institutional Fund Trust Discovery Portfolio Class A (MACGX) is 8.49%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.41%. This indicates that MACGX 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.