Correlation
The correlation between DDIIX and FDFIX is 0.90, 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.
DDIIX vs. FDFIX
Compare and contrast key facts about Delaware Wealth Builder Fund (DDIIX) and Fidelity Flex 500 Index Fund (FDFIX).
DDIIX is managed by Delaware Funds. It was launched on Dec 1, 1996. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DDIIX or FDFIX.
Performance
DDIIX vs. FDFIX - Performance Comparison
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Key characteristics
DDIIX:
0.58
FDFIX:
0.73
DDIIX:
0.84
FDFIX:
1.04
DDIIX:
1.12
FDFIX:
1.15
DDIIX:
0.52
FDFIX:
0.69
DDIIX:
1.98
FDFIX:
2.62
DDIIX:
3.08%
FDFIX:
4.93%
DDIIX:
11.13%
FDFIX:
19.78%
DDIIX:
-47.01%
FDFIX:
-33.77%
DDIIX:
-2.72%
FDFIX:
-3.43%
Returns By Period
In the year-to-date period, DDIIX achieves a 0.70% return, which is significantly lower than FDFIX's 1.03% return.
DDIIX
0.70%
2.91%
-2.66%
6.46%
6.50%
9.41%
5.73%
FDFIX
1.03%
6.31%
-1.39%
14.42%
14.41%
15.95%
N/A
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DDIIX vs. FDFIX - Expense Ratio Comparison
DDIIX has a 0.84% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
DDIIX vs. FDFIX — Risk-Adjusted Performance Rank
DDIIX
FDFIX
DDIIX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Wealth Builder Fund (DDIIX) and Fidelity Flex 500 Index Fund (FDFIX). 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
DDIIX vs. FDFIX - Dividend Comparison
DDIIX's dividend yield for the trailing twelve months is around 5.85%, more than FDFIX's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDIIX Delaware Wealth Builder Fund | 5.85% | 6.39% | 4.23% | 8.20% | 7.35% | 2.17% | 4.23% | 9.67% | 2.88% | 2.19% | 2.79% | 2.75% |
FDFIX Fidelity Flex 500 Index Fund | 1.27% | 1.26% | 1.48% | 1.70% | 1.27% | 1.52% | 1.78% | 2.16% | 0.92% | 0.00% | 0.00% | 0.00% |
Drawdowns
DDIIX vs. FDFIX - Drawdown Comparison
The maximum DDIIX drawdown since its inception was -47.01%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for DDIIX and FDFIX.
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Volatility
DDIIX vs. FDFIX - Volatility Comparison
The current volatility for Delaware Wealth Builder Fund (DDIIX) is 3.06%, while Fidelity Flex 500 Index Fund (FDFIX) has a volatility of 4.78%. This indicates that DDIIX experiences smaller price fluctuations and is considered to be less risky than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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