VGELX vs. FSENX
Compare and contrast key facts about Vanguard Energy Fund Admiral Shares (VGELX) and Fidelity Select Energy Portfolio (FSENX).
VGELX is managed by Vanguard. It was launched on Nov 12, 2001. FSENX is managed by Fidelity. It was launched on Jul 14, 1981.
Performance
VGELX vs. FSENX - Performance Comparison
Loading graphics...
VGELX vs. FSENX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGELX Vanguard Energy Fund Admiral Shares | 24.08% | 20.76% | 30.46% | 8.87% | 23.70% | 27.80% | -30.80% | 13.32% | -17.12% | 3.31% |
FSENX Fidelity Select Energy Portfolio | 40.53% | 10.56% | 4.26% | 0.94% | 62.98% | 55.31% | -32.51% | 9.90% | -24.94% | -2.65% |
Returns By Period
In the year-to-date period, VGELX achieves a 24.08% return, which is significantly lower than FSENX's 40.53% return. Both investments have delivered pretty close results over the past 10 years, with VGELX having a 10.96% annualized return and FSENX not far ahead at 11.42%.
VGELX
- 1D
- 0.57%
- 1M
- 4.51%
- YTD
- 24.08%
- 6M
- 29.29%
- 1Y
- 35.94%
- 3Y*
- 29.13%
- 5Y*
- 24.84%
- 10Y*
- 10.96%
FSENX
- 1D
- -1.22%
- 1M
- 10.46%
- YTD
- 40.53%
- 6M
- 42.43%
- 1Y
- 47.28%
- 3Y*
- 19.38%
- 5Y*
- 26.59%
- 10Y*
- 11.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VGELX vs. FSENX - Expense Ratio Comparison
VGELX has a 0.33% expense ratio, which is lower than FSENX's 0.77% expense ratio.
Return for Risk
VGELX vs. FSENX — Risk / Return Rank
VGELX
FSENX
VGELX vs. FSENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Energy Fund Admiral Shares (VGELX) 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.
| VGELX | FSENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.52 | 1.98 | +0.54 |
Sortino ratioReturn per unit of downside risk | 3.12 | 2.47 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.37 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 3.04 | 2.37 | +0.67 |
Martin ratioReturn relative to average drawdown | 14.82 | 8.33 | +6.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VGELX | FSENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.52 | 1.98 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.34 | 0.98 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.37 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.33 | +0.03 |
Correlation
The correlation between VGELX and FSENX is 0.95, 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.
Dividends
VGELX vs. FSENX - Dividend Comparison
VGELX's dividend yield for the trailing twelve months is around 6.96%, more than FSENX's 1.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGELX Vanguard Energy Fund Admiral Shares | 6.96% | 4.79% | 34.15% | 6.91% | 4.71% | 3.70% | 4.54% | 3.38% | 3.07% | 3.05% | 1.91% | 2.70% |
FSENX Fidelity Select Energy Portfolio | 1.38% | 1.95% | 1.95% | 1.98% | 2.50% | 2.25% | 3.43% | 1.84% | 1.48% | 1.74% | 0.62% | 1.29% |
Drawdowns
VGELX vs. FSENX - Drawdown Comparison
The maximum VGELX drawdown since its inception was -65.22%, smaller than the maximum FSENX drawdown of -76.24%. Use the drawdown chart below to compare losses from any high point for VGELX and FSENX.
Loading graphics...
Drawdown Indicators
| VGELX | FSENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.22% | -76.24% | +11.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.30% | -19.96% | +7.66% |
Max Drawdown (5Y)Largest decline over 5 years | -19.72% | -28.02% | +8.30% |
Max Drawdown (10Y)Largest decline over 10 years | -61.13% | -72.11% | +10.98% |
Current DrawdownCurrent decline from peak | 0.00% | -1.22% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -19.26% | -17.06% | -2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 5.69% | -3.17% |
Volatility
VGELX vs. FSENX - Volatility Comparison
The current volatility for Vanguard Energy Fund Admiral Shares (VGELX) is 3.81%, while Fidelity Select Energy Portfolio (FSENX) has a volatility of 5.09%. This indicates that VGELX 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.
Loading graphics...
Volatility by Period
| VGELX | FSENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 5.09% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 8.58% | 13.62% | -5.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.80% | 24.68% | -9.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.65% | 27.41% | -8.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.28% | 30.99% | -7.71% |