SHGTX vs. FELAX
Compare and contrast key facts about Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
SHGTX is managed by Columbia Threadneedle. It was launched on May 22, 1994. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHGTX or FELAX.
Correlation
The correlation between SHGTX and FELAX is 0.89, 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
SHGTX vs. FELAX - Performance Comparison
Key characteristics
SHGTX:
0.44
FELAX:
0.56
SHGTX:
0.68
FELAX:
0.97
SHGTX:
1.11
FELAX:
1.13
SHGTX:
0.60
FELAX:
0.90
SHGTX:
1.65
FELAX:
2.17
SHGTX:
6.77%
FELAX:
10.02%
SHGTX:
25.38%
FELAX:
38.85%
SHGTX:
-82.03%
FELAX:
-71.33%
SHGTX:
-10.85%
FELAX:
-9.54%
Returns By Period
The year-to-date returns for both stocks are quite close, with SHGTX having a 4.88% return and FELAX slightly lower at 4.82%. Over the past 10 years, SHGTX has underperformed FELAX with an annualized return of 9.65%, while FELAX has yielded a comparatively higher 19.59% annualized return.
SHGTX
4.88%
1.44%
0.44%
13.12%
9.96%
9.65%
FELAX
4.82%
-0.70%
0.96%
23.43%
24.59%
19.59%
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SHGTX vs. FELAX - Expense Ratio Comparison
SHGTX has a 1.29% expense ratio, which is higher than FELAX's 1.01% expense ratio.
Risk-Adjusted Performance
SHGTX vs. FELAX — Risk-Adjusted Performance Rank
SHGTX
FELAX
SHGTX vs. FELAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Global Technology Fund (SHGTX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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
SHGTX vs. FELAX - Dividend Comparison
Neither SHGTX nor FELAX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHGTX Columbia Seligman Global Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.11% | 0.26% | 0.61% | 0.49% | 0.24% | 10.72% | 0.04% |
Drawdowns
SHGTX vs. FELAX - Drawdown Comparison
The maximum SHGTX drawdown since its inception was -82.03%, which is greater than FELAX's maximum drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for SHGTX and FELAX. For additional features, visit the drawdowns tool.
Volatility
SHGTX vs. FELAX - Volatility Comparison
The current volatility for Columbia Seligman Global Technology Fund (SHGTX) is 7.24%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 14.90%. This indicates that SHGTX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.