VTCAX vs. FBMPX
Compare and contrast key facts about Vanguard Communication Services Index Fund Admiral Shares (VTCAX) and Fidelity Select Communication Services Portfolio (FBMPX).
VTCAX is managed by Vanguard. It was launched on Mar 11, 2005. FBMPX is managed by Fidelity. It was launched on Jun 29, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTCAX or FBMPX.
Correlation
The correlation between VTCAX and FBMPX is 0.80, 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
VTCAX vs. FBMPX - Performance Comparison
Key characteristics
VTCAX:
0.64
FBMPX:
0.51
VTCAX:
1.00
FBMPX:
0.85
VTCAX:
1.14
FBMPX:
1.11
VTCAX:
0.64
FBMPX:
0.52
VTCAX:
2.35
FBMPX:
1.75
VTCAX:
5.79%
FBMPX:
6.88%
VTCAX:
21.45%
FBMPX:
23.46%
VTCAX:
-57.11%
FBMPX:
-61.51%
VTCAX:
-13.50%
FBMPX:
-15.11%
Returns By Period
In the year-to-date period, VTCAX achieves a -5.53% return, which is significantly higher than FBMPX's -5.88% return. Over the past 10 years, VTCAX has underperformed FBMPX with an annualized return of 6.84%, while FBMPX has yielded a comparatively higher 10.97% annualized return.
VTCAX
-5.53%
-4.38%
0.40%
14.13%
12.59%
6.84%
FBMPX
-5.88%
-4.03%
-0.18%
12.26%
15.40%
10.97%
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VTCAX vs. FBMPX - Expense Ratio Comparison
VTCAX has a 0.10% expense ratio, which is lower than FBMPX's 0.74% expense ratio.
Risk-Adjusted Performance
VTCAX vs. FBMPX — Risk-Adjusted Performance Rank
VTCAX
FBMPX
VTCAX vs. FBMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Communication Services Index Fund Admiral Shares (VTCAX) and Fidelity Select Communication Services Portfolio (FBMPX). 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
VTCAX vs. FBMPX - Dividend Comparison
VTCAX's dividend yield for the trailing twelve months is around 1.16%, less than FBMPX's 4.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTCAX Vanguard Communication Services Index Fund Admiral Shares | 1.16% | 1.06% | 1.03% | 0.88% | 0.93% | 0.73% | 0.90% | 2.77% | 3.84% | 2.68% | 3.55% | 2.64% |
FBMPX Fidelity Select Communication Services Portfolio | 4.12% | 4.69% | 0.00% | 0.00% | 5.88% | 3.74% | 35.43% | 15.35% | 5.53% | 7.50% | 7.29% | 8.83% |
Drawdowns
VTCAX vs. FBMPX - Drawdown Comparison
The maximum VTCAX drawdown since its inception was -57.11%, smaller than the maximum FBMPX drawdown of -61.51%. Use the drawdown chart below to compare losses from any high point for VTCAX and FBMPX. For additional features, visit the drawdowns tool.
Volatility
VTCAX vs. FBMPX - Volatility Comparison
Vanguard Communication Services Index Fund Admiral Shares (VTCAX) and Fidelity Select Communication Services Portfolio (FBMPX) have volatilities of 14.36% and 14.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.