FDCAX vs. VPMAX
Compare and contrast key facts about Fidelity Capital Appreciation Fund (FDCAX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
FDCAX is managed by Fidelity. It was launched on Nov 26, 1986. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDCAX or VPMAX.
Correlation
The correlation between FDCAX and VPMAX is 0.91, 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
FDCAX vs. VPMAX - Performance Comparison
Key characteristics
FDCAX:
0.09
VPMAX:
1.28
FDCAX:
0.23
VPMAX:
1.78
FDCAX:
1.05
VPMAX:
1.24
FDCAX:
0.10
VPMAX:
1.46
FDCAX:
0.26
VPMAX:
5.46
FDCAX:
7.46%
VPMAX:
3.30%
FDCAX:
21.44%
VPMAX:
14.08%
FDCAX:
-58.11%
VPMAX:
-55.03%
FDCAX:
-15.53%
VPMAX:
0.00%
Returns By Period
In the year-to-date period, FDCAX achieves a 4.08% return, which is significantly lower than VPMAX's 7.77% return. Over the past 10 years, FDCAX has underperformed VPMAX with an annualized return of 3.43%, while VPMAX has yielded a comparatively higher 10.15% annualized return.
FDCAX
4.08%
-0.48%
-7.19%
2.81%
4.23%
3.43%
VPMAX
7.77%
3.02%
6.58%
18.72%
13.16%
10.15%
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FDCAX vs. VPMAX - Expense Ratio Comparison
FDCAX has a 0.84% expense ratio, which is higher than VPMAX's 0.31% expense ratio.
Risk-Adjusted Performance
FDCAX vs. VPMAX — Risk-Adjusted Performance Rank
FDCAX
VPMAX
FDCAX vs. VPMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Capital Appreciation Fund (FDCAX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX). 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
FDCAX vs. VPMAX - Dividend Comparison
FDCAX's dividend yield for the trailing twelve months is around 0.25%, less than VPMAX's 0.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDCAX Fidelity Capital Appreciation Fund | 0.25% | 0.26% | 0.37% | 0.43% | 0.39% | 0.03% | 0.69% | 0.91% | 0.95% | 1.24% | 14.02% | 11.82% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 0.97% | 1.04% | 1.17% | 1.31% | 0.79% | 1.12% | 1.29% | 1.36% | 1.08% | 1.37% | 1.20% | 1.32% |
Drawdowns
FDCAX vs. VPMAX - Drawdown Comparison
The maximum FDCAX drawdown since its inception was -58.11%, which is greater than VPMAX's maximum drawdown of -55.03%. Use the drawdown chart below to compare losses from any high point for FDCAX and VPMAX. For additional features, visit the drawdowns tool.
Volatility
FDCAX vs. VPMAX - Volatility Comparison
Fidelity Capital Appreciation Fund (FDCAX) has a higher volatility of 4.08% compared to Vanguard PRIMECAP Fund Admiral Shares (VPMAX) at 3.01%. This indicates that FDCAX's price experiences larger fluctuations and is considered to be riskier than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.