FDEIX vs. ACIIX
Compare and contrast key facts about Fidelity Advisor Capital Development Fund Class I (FDEIX) and American Century Equity Income Fund Class I (ACIIX).
FDEIX is managed by Fidelity. It was launched on Jul 12, 2005. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
FDEIX vs. ACIIX - Performance Comparison
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FDEIX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEIX Fidelity Advisor Capital Development Fund Class I | -5.08% | 27.44% | 26.86% | 24.00% | -8.17% | 25.18% | 8.93% | 31.14% | -9.21% | 16.45% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, FDEIX achieves a -5.08% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, FDEIX has outperformed ACIIX with an annualized return of 14.51%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
FDEIX
- 1D
- -0.60%
- 1M
- -8.09%
- YTD
- -5.08%
- 6M
- -0.22%
- 1Y
- 23.90%
- 3Y*
- 21.30%
- 5Y*
- 14.36%
- 10Y*
- 14.51%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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FDEIX vs. ACIIX - Expense Ratio Comparison
FDEIX has a 0.71% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
FDEIX vs. ACIIX — Risk / Return Rank
FDEIX
ACIIX
FDEIX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Capital Development Fund Class I (FDEIX) and American Century Equity Income Fund Class I (ACIIX). 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.
| FDEIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.93 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.35 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.11 | +0.65 |
Martin ratioReturn relative to average drawdown | 8.12 | 4.37 | +3.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDEIX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.93 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.70 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.67 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.53 | -0.02 |
Correlation
The correlation between FDEIX and ACIIX is 0.85, 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
FDEIX vs. ACIIX - Dividend Comparison
FDEIX's dividend yield for the trailing twelve months is around 10.83%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEIX Fidelity Advisor Capital Development Fund Class I | 10.83% | 10.28% | 8.81% | 4.21% | 5.46% | 5.49% | 4.32% | 7.30% | 15.57% | 5.32% | 2.82% | 5.75% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
FDEIX vs. ACIIX - Drawdown Comparison
The maximum FDEIX drawdown since its inception was -57.82%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FDEIX and ACIIX.
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Drawdown Indicators
| FDEIX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.82% | -39.16% | -18.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.44% | -8.96% | -3.48% |
Max Drawdown (5Y)Largest decline over 5 years | -21.81% | -13.49% | -8.32% |
Max Drawdown (10Y)Largest decline over 10 years | -36.61% | -32.76% | -3.85% |
Current DrawdownCurrent decline from peak | -9.64% | -5.73% | -3.91% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -5.26% | -2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.30% | +0.40% |
Volatility
FDEIX vs. ACIIX - Volatility Comparison
Fidelity Advisor Capital Development Fund Class I (FDEIX) has a higher volatility of 4.45% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that FDEIX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDEIX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 2.76% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 6.05% | +3.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.44% | 11.61% | +6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 10.74% | +6.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.81% | 13.37% | +5.44% |