TGFTX vs. FSENX
Compare and contrast key facts about TCW Artificial Intelligence Equity Fund (TGFTX) and Fidelity Select Energy Portfolio (FSENX).
TGFTX is managed by TCW. It was launched on Aug 30, 2017. FSENX is managed by Fidelity. It was launched on Jul 14, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TGFTX or FSENX.
Key characteristics
| TGFTX | FSENX |
|---|
Correlation
The correlation between TGFTX and FSENX is 0.32, 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
TGFTX vs. FSENX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TGFTX vs. FSENX - Expense Ratio Comparison
TGFTX has a 0.90% expense ratio, which is higher than FSENX's 0.77% expense ratio.
Risk-Adjusted Performance
TGFTX vs. FSENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TCW Artificial Intelligence Equity Fund (TGFTX) and Fidelity Select Energy Portfolio (FSENX). 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
TGFTX vs. FSENX - Dividend Comparison
TGFTX has not paid dividends to shareholders, while FSENX's dividend yield for the trailing twelve months is around 1.89%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGFTX TCW Artificial Intelligence Equity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% |
FSENX Fidelity Select Energy Portfolio | 1.89% | 1.98% | 2.50% | 2.25% | 3.43% | 1.79% | 1.44% | 1.51% | 0.50% | 1.35% | 7.36% | 13.05% |
Drawdowns
TGFTX vs. FSENX - Drawdown Comparison
Volatility
TGFTX vs. FSENX - Volatility Comparison
The current volatility for TCW Artificial Intelligence Equity Fund (TGFTX) is 0.00%, while Fidelity Select Energy Portfolio (FSENX) has a volatility of 4.73%. This indicates that TGFTX experiences smaller price fluctuations and is considered to be less risky than FSENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.