FDEIX vs. WSHFX
Compare and contrast key facts about Fidelity Advisor Capital Development Fund Class I (FDEIX) and American Funds Washington Mutual Investors Fund Class F-1 (WSHFX).
FDEIX is managed by Fidelity. It was launched on Jul 12, 2005. WSHFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
FDEIX vs. WSHFX - Performance Comparison
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FDEIX vs. WSHFX - 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% |
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | -5.29% | 17.13% | 18.94% | 17.15% | -8.50% | 28.36% | 7.62% | 24.82% | -6.27% | 19.91% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FDEIX having a -5.08% return and WSHFX slightly lower at -5.29%. Over the past 10 years, FDEIX has outperformed WSHFX with an annualized return of 14.51%, while WSHFX has yielded a comparatively lower 11.74% 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%
WSHFX
- 1D
- -0.03%
- 1M
- -7.90%
- YTD
- -5.29%
- 6M
- -3.17%
- 1Y
- 10.62%
- 3Y*
- 15.21%
- 5Y*
- 10.84%
- 10Y*
- 11.74%
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FDEIX vs. WSHFX - Expense Ratio Comparison
FDEIX has a 0.71% expense ratio, which is higher than WSHFX's 0.64% expense ratio.
Return for Risk
FDEIX vs. WSHFX — Risk / Return Rank
FDEIX
WSHFX
FDEIX vs. WSHFX - 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 Funds Washington Mutual Investors Fund Class F-1 (WSHFX). 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 | WSHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.76 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.89 | 1.19 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.17 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 0.96 | +0.81 |
Martin ratioReturn relative to average drawdown | 8.12 | 4.33 | +3.80 |
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 | WSHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.76 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.77 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.72 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.48 | +0.03 |
Correlation
The correlation between FDEIX and WSHFX is 0.92, 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. WSHFX - Dividend Comparison
FDEIX's dividend yield for the trailing twelve months is around 10.83%, more than WSHFX's 10.67% 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% |
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 10.67% | 10.08% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.17% | 4.28% | 7.19% | 6.32% | 6.18% |
Drawdowns
FDEIX vs. WSHFX - Drawdown Comparison
The maximum FDEIX drawdown since its inception was -57.82%, which is greater than WSHFX's maximum drawdown of -53.94%. Use the drawdown chart below to compare losses from any high point for FDEIX and WSHFX.
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Drawdown Indicators
| FDEIX | WSHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.82% | -53.94% | -3.88% |
Max Drawdown (1Y)Largest decline over 1 year | -12.44% | -10.36% | -2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -21.81% | -18.69% | -3.12% |
Max Drawdown (10Y)Largest decline over 10 years | -36.61% | -34.67% | -1.94% |
Current DrawdownCurrent decline from peak | -9.64% | -8.38% | -1.26% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -7.38% | -0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.29% | +0.41% |
Volatility
FDEIX vs. WSHFX - Volatility Comparison
Fidelity Advisor Capital Development Fund Class I (FDEIX) has a higher volatility of 4.45% compared to American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) at 3.58%. This indicates that FDEIX's price experiences larger fluctuations and is considered to be riskier than WSHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDEIX | WSHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.45% | 3.58% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 9.54% | 7.98% | +1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.44% | 15.18% | +3.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 14.10% | +3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.81% | 16.32% | +2.49% |