WOGSX vs. FSELX
Compare and contrast key facts about White Oak Select Growth Fund (WOGSX) and Fidelity Select Semiconductors Portfolio (FSELX).
WOGSX is managed by Oak Associates. It was launched on Aug 3, 1992. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WOGSX or FSELX.
Correlation
The correlation between WOGSX and FSELX is 0.82, 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
WOGSX vs. FSELX - Performance Comparison
Key characteristics
WOGSX:
0.43
FSELX:
0.51
WOGSX:
0.62
FSELX:
0.91
WOGSX:
1.11
FSELX:
1.12
WOGSX:
0.57
FSELX:
0.80
WOGSX:
1.76
FSELX:
2.05
WOGSX:
4.38%
FSELX:
9.49%
WOGSX:
17.90%
FSELX:
38.35%
WOGSX:
-79.19%
FSELX:
-81.70%
WOGSX:
-7.53%
FSELX:
-11.04%
Returns By Period
In the year-to-date period, WOGSX achieves a 7.02% return, which is significantly higher than FSELX's 0.60% return. Over the past 10 years, WOGSX has underperformed FSELX with an annualized return of 9.76%, while FSELX has yielded a comparatively higher 16.50% annualized return.
WOGSX
7.02%
6.04%
0.42%
9.02%
7.06%
9.76%
FSELX
0.60%
0.27%
4.70%
21.77%
20.94%
16.50%
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WOGSX vs. FSELX - Expense Ratio Comparison
WOGSX has a 0.89% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
WOGSX vs. FSELX — Risk-Adjusted Performance Rank
WOGSX
FSELX
WOGSX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for White Oak Select Growth Fund (WOGSX) and Fidelity Select Semiconductors Portfolio (FSELX). 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
WOGSX vs. FSELX - Dividend Comparison
WOGSX's dividend yield for the trailing twelve months is around 0.63%, while FSELX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOGSX White Oak Select Growth Fund | 0.63% | 0.67% | 0.67% | 0.50% | 0.28% | 0.62% | 0.95% | 0.64% | 0.66% | 1.02% | 0.64% | 1.59% |
FSELX Fidelity Select Semiconductors Portfolio | 0.00% | 0.00% | 0.10% | 0.18% | 0.04% | 0.51% | 0.76% | 0.76% | 1.04% | 0.71% | 16.31% | 3.48% |
Drawdowns
WOGSX vs. FSELX - Drawdown Comparison
The maximum WOGSX drawdown since its inception was -79.19%, roughly equal to the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for WOGSX and FSELX. For additional features, visit the drawdowns tool.
Volatility
WOGSX vs. FSELX - Volatility Comparison
The current volatility for White Oak Select Growth Fund (WOGSX) is 3.32%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 14.83%. This indicates that WOGSX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.