OCMGX vs. FSELX
Compare and contrast key facts about OCM Gold Fund (OCMGX) and Fidelity Select Semiconductors Portfolio (FSELX).
OCMGX is managed by OCM. It was launched on Feb 3, 1988. 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: OCMGX or FSELX.
Correlation
The correlation between OCMGX and FSELX is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
OCMGX vs. FSELX - Performance Comparison
Key characteristics
OCMGX:
1.27
FSELX:
1.24
OCMGX:
1.79
FSELX:
1.76
OCMGX:
1.22
FSELX:
1.22
OCMGX:
0.51
FSELX:
1.85
OCMGX:
4.15
FSELX:
5.13
OCMGX:
9.12%
FSELX:
8.77%
OCMGX:
29.92%
FSELX:
36.47%
OCMGX:
-81.79%
FSELX:
-81.70%
OCMGX:
-60.36%
FSELX:
-7.47%
Returns By Period
In the year-to-date period, OCMGX achieves a 5.72% return, which is significantly higher than FSELX's 0.57% return. Over the past 10 years, OCMGX has underperformed FSELX with an annualized return of 1.26%, while FSELX has yielded a comparatively higher 17.81% annualized return.
OCMGX
5.72%
-1.49%
-6.02%
34.56%
7.79%
1.26%
FSELX
0.57%
-2.22%
-5.42%
45.63%
22.35%
17.81%
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OCMGX vs. FSELX - Expense Ratio Comparison
OCMGX has a 2.32% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
OCMGX vs. FSELX — Risk-Adjusted Performance Rank
OCMGX
FSELX
OCMGX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OCM Gold Fund (OCMGX) 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
OCMGX vs. FSELX - Dividend Comparison
OCMGX's dividend yield for the trailing twelve months is around 2.08%, less than FSELX's 3.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCMGX OCM Gold Fund | 2.08% | 2.20% | 0.00% | 0.00% | 0.00% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSELX 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
OCMGX vs. FSELX - Drawdown Comparison
The maximum OCMGX drawdown since its inception was -81.79%, roughly equal to the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for OCMGX and FSELX. For additional features, visit the drawdowns tool.
Volatility
OCMGX vs. FSELX - Volatility Comparison
The current volatility for OCM Gold Fund (OCMGX) is 8.10%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 9.41%. This indicates that OCMGX 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.