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TGFTX vs. FSENX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

TGFTX vs. FSENX

Last updated May 15, 2025

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.

Correlation

The correlation between TGFTX and FSENX is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

TGFTX vs. FSENX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TCW Artificial Intelligence Equity Fund (TGFTX) and Fidelity Select Energy Portfolio (FSENX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

TGFTX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FSENX

YTD

-0.29%

1M

11.46%

6M

-6.22%

1Y

-9.36%

5Y*

25.48%

10Y*

3.78%

*Annualized

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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.

TGFTX
TCW Artificial Intelligence Equity Fund
FSENX
Fidelity Select Energy Portfolio

Risk-Adjusted Performance

TGFTX vs. FSENX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TGFTX
The Risk-Adjusted Performance Rank of TGFTX is 5858
Overall Rank
The Sharpe Ratio Rank of TGFTX is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of TGFTX is 5050
Sortino Ratio Rank
The Omega Ratio Rank of TGFTX is 5353
Omega Ratio Rank
The Calmar Ratio Rank of TGFTX is 5959
Calmar Ratio Rank
The Martin Ratio Rank of TGFTX is 7474
Martin Ratio Rank
FSENX
The Risk-Adjusted Performance Rank of FSENX is 44
Overall Rank
The Sharpe Ratio Rank of FSENX is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of FSENX is 55
Sortino Ratio Rank
The Omega Ratio Rank of FSENX is 66
Omega Ratio Rank
The Calmar Ratio Rank of FSENX is 22
Calmar Ratio Rank
The Martin Ratio Rank of FSENX is 22
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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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 2.03%.

TTM20242023202220212020201920182017201620152014
TGFTX
TCW Artificial Intelligence Equity Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.02%0.00%0.00%0.00%
FSENX
Fidelity Select Energy Portfolio		2.03%1.95%1.98%2.50%2.25%3.43%1.79%1.44%1.51%0.50%1.35%7.36%

Drawdowns

TGFTX vs. FSENX - Drawdown Comparison

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Volatility

TGFTX vs. FSENX - Volatility Comparison

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