FDETX vs. SWPPX
Compare and contrast key facts about Fidelity Advisor Capital Development Fund Class O (FDETX) and Schwab S&P 500 Index Fund (SWPPX).
FDETX is managed by Fidelity. It was launched on Dec 30, 1985. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDETX or SWPPX.
Correlation
The correlation between FDETX and SWPPX is 0.93, 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
FDETX vs. SWPPX - Performance Comparison
Loading data...
Key characteristics
FDETX:
0.75
SWPPX:
0.59
FDETX:
1.12
SWPPX:
0.95
FDETX:
1.17
SWPPX:
1.14
FDETX:
0.76
SWPPX:
0.61
FDETX:
2.97
SWPPX:
2.35
FDETX:
4.90%
SWPPX:
4.90%
FDETX:
19.98%
SWPPX:
19.68%
FDETX:
-56.06%
SWPPX:
-55.06%
FDETX:
-2.59%
SWPPX:
-4.58%
Returns By Period
In the year-to-date period, FDETX achieves a 3.88% return, which is significantly higher than SWPPX's -0.17% return. Over the past 10 years, FDETX has underperformed SWPPX with an annualized return of 11.56%, while SWPPX has yielded a comparatively higher 12.35% annualized return.
FDETX
3.88%
12.79%
1.43%
14.79%
17.83%
19.90%
11.56%
SWPPX
-0.17%
10.60%
-1.15%
11.52%
15.42%
16.32%
12.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FDETX vs. SWPPX - Expense Ratio Comparison
FDETX has a 0.56% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
FDETX vs. SWPPX — Risk-Adjusted Performance Rank
FDETX
SWPPX
FDETX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Capital Development Fund Class O (FDETX) and Schwab S&P 500 Index Fund (SWPPX). 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.
Loading data...
Dividends
FDETX vs. SWPPX - Dividend Comparison
FDETX's dividend yield for the trailing twelve months is around 1.03%, less than SWPPX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDETX Fidelity Advisor Capital Development Fund Class O | 1.03% | 1.07% | 1.27% | 1.53% | 1.93% | 1.69% | 1.96% | 2.12% | 1.45% | 1.42% | 1.62% | 18.79% |
SWPPX Schwab S&P 500 Index Fund | 1.23% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
FDETX vs. SWPPX - Drawdown Comparison
The maximum FDETX drawdown since its inception was -56.06%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for FDETX and SWPPX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FDETX vs. SWPPX - Volatility Comparison
The current volatility for Fidelity Advisor Capital Development Fund Class O (FDETX) is 4.27%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 4.64%. This indicates that FDETX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...