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FDSSX vs. ANFFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FDSSX vs. ANFFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Stock Selector All Cap Fund (FDSSX) and American Funds The New Economy Fund Class F-1 (ANFFX). The values are adjusted to include any dividend payments, if applicable.

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FDSSX vs. ANFFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FDSSX
Fidelity Stock Selector All Cap Fund
-2.79%18.89%19.79%26.94%-19.55%23.14%24.90%32.21%-8.61%24.42%
ANFFX
American Funds The New Economy Fund Class F-1
-5.56%30.96%23.52%29.10%-29.69%11.98%33.43%26.38%-4.41%34.27%

Returns By Period

In the year-to-date period, FDSSX achieves a -2.79% return, which is significantly higher than ANFFX's -5.56% return. Both investments have delivered pretty close results over the past 10 years, with FDSSX having a 13.67% annualized return and ANFFX not far behind at 13.45%.


FDSSX

1D
3.25%
1M
-5.27%
YTD
-2.79%
6M
0.89%
1Y
22.65%
3Y*
17.53%
5Y*
10.10%
10Y*
13.67%

ANFFX

1D
3.22%
1M
-8.17%
YTD
-5.56%
6M
1.11%
1Y
30.60%
3Y*
21.49%
5Y*
8.66%
10Y*
13.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FDSSX vs. ANFFX - Expense Ratio Comparison

FDSSX has a 0.68% expense ratio, which is lower than ANFFX's 0.78% expense ratio.


Return for Risk

FDSSX vs. ANFFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FDSSX
FDSSX Risk / Return Rank: 7474
Overall Rank
FDSSX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
FDSSX Sortino Ratio Rank: 7070
Sortino Ratio Rank
FDSSX Omega Ratio Rank: 7070
Omega Ratio Rank
FDSSX Calmar Ratio Rank: 7777
Calmar Ratio Rank
FDSSX Martin Ratio Rank: 8686
Martin Ratio Rank

ANFFX
ANFFX Risk / Return Rank: 7979
Overall Rank
ANFFX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
ANFFX Sortino Ratio Rank: 7878
Sortino Ratio Rank
ANFFX Omega Ratio Rank: 7272
Omega Ratio Rank
ANFFX Calmar Ratio Rank: 8383
Calmar Ratio Rank
ANFFX Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FDSSX vs. ANFFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector All Cap Fund (FDSSX) and American Funds The New Economy Fund Class F-1 (ANFFX). 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.


FDSSXANFFXDifference

Sharpe ratio

Return per unit of total volatility

1.24

1.51

-0.28

Sortino ratio

Return per unit of downside risk

1.83

2.16

-0.33

Omega ratio

Gain probability vs. loss probability

1.28

1.30

-0.02

Calmar ratio

Return relative to maximum drawdown

1.93

2.30

-0.37

Martin ratio

Return relative to average drawdown

9.25

9.72

-0.47

FDSSX vs. ANFFX - Sharpe Ratio Comparison

The current FDSSX Sharpe Ratio is 1.24, which is comparable to the ANFFX Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of FDSSX and ANFFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FDSSXANFFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.24

1.51

-0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.45

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.71

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.48

+0.12

Correlation

The correlation between FDSSX and ANFFX 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.


Dividends

FDSSX vs. ANFFX - Dividend Comparison

FDSSX's dividend yield for the trailing twelve months is around 4.92%, less than ANFFX's 10.48% yield.


TTM20252024202320222021202020192018201720162015
FDSSX
Fidelity Stock Selector All Cap Fund
4.92%4.79%4.83%2.03%0.36%0.84%5.22%6.09%4.46%3.07%1.04%5.16%
ANFFX
American Funds The New Economy Fund Class F-1
10.48%9.90%9.56%3.89%0.00%7.53%2.45%7.26%9.84%8.19%2.13%6.07%

Drawdowns

FDSSX vs. ANFFX - Drawdown Comparison

The maximum FDSSX drawdown since its inception was -56.77%, roughly equal to the maximum ANFFX drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for FDSSX and ANFFX.


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Drawdown Indicators


FDSSXANFFXDifference

Max Drawdown

Largest peak-to-trough decline

-56.77%

-55.37%

-1.40%

Max Drawdown (1Y)

Largest decline over 1 year

-12.31%

-13.36%

+1.05%

Max Drawdown (5Y)

Largest decline over 5 years

-25.22%

-37.10%

+11.88%

Max Drawdown (10Y)

Largest decline over 10 years

-34.37%

-37.10%

+2.73%

Current Drawdown

Current decline from peak

-6.24%

-10.56%

+4.32%

Average Drawdown

Average peak-to-trough decline

-9.93%

-11.43%

+1.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.57%

3.16%

-0.59%

Volatility

FDSSX vs. ANFFX - Volatility Comparison

The current volatility for Fidelity Stock Selector All Cap Fund (FDSSX) is 6.12%, while American Funds The New Economy Fund Class F-1 (ANFFX) has a volatility of 7.51%. This indicates that FDSSX experiences smaller price fluctuations and is considered to be less risky than ANFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDSSXANFFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.12%

7.51%

-1.39%

Volatility (6M)

Calculated over the trailing 6-month period

10.40%

13.55%

-3.15%

Volatility (1Y)

Calculated over the trailing 1-year period

18.95%

20.86%

-1.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.73%

19.21%

-1.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.54%

18.99%

-0.45%