FDTTX vs. FDESX
Compare and contrast key facts about Fidelity Advisor Capital Development Fund Class A (FDTTX) and Fidelity Advisor Diversified Stock Fund Class O (FDESX).
FDTTX is managed by Fidelity. It was launched on Apr 30, 1999. FDESX is managed by Fidelity. It was launched on Jul 10, 1970.
Performance
FDTTX vs. FDESX - Performance Comparison
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FDTTX vs. FDESX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDTTX Fidelity Advisor Capital Development Fund Class A | -5.13% | 27.28% | 26.68% | 23.86% | -8.28% | 24.97% | 8.84% | 30.98% | -9.36% | 16.36% |
FDESX Fidelity Advisor Diversified Stock Fund Class O | -5.66% | 14.07% | 28.08% | 28.34% | -19.86% | 28.26% | 27.46% | 28.23% | -5.62% | 17.76% |
Returns By Period
In the year-to-date period, FDTTX achieves a -5.13% return, which is significantly higher than FDESX's -5.66% return. Both investments have delivered pretty close results over the past 10 years, with FDTTX having a 14.37% annualized return and FDESX not far ahead at 14.44%.
FDTTX
- 1D
- -0.61%
- 1M
- -8.10%
- YTD
- -5.13%
- 6M
- -0.30%
- 1Y
- 23.71%
- 3Y*
- 21.15%
- 5Y*
- 14.22%
- 10Y*
- 14.37%
FDESX
- 1D
- -0.71%
- 1M
- -8.67%
- YTD
- -5.66%
- 6M
- -3.22%
- 1Y
- 15.78%
- 3Y*
- 18.32%
- 5Y*
- 11.12%
- 10Y*
- 14.44%
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FDTTX vs. FDESX - Expense Ratio Comparison
FDTTX has a 0.85% expense ratio, which is higher than FDESX's 0.45% expense ratio.
Return for Risk
FDTTX vs. FDESX — Risk / Return Rank
FDTTX
FDESX
FDTTX vs. FDESX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Capital Development Fund Class A (FDTTX) and Fidelity Advisor Diversified Stock Fund Class O (FDESX). 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.
| FDTTX | FDESX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.85 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.29 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.09 | +0.65 |
Martin ratioReturn relative to average drawdown | 8.04 | 4.87 | +3.18 |
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
| FDTTX | FDESX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.85 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.57 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.74 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.47 | +0.04 |
Correlation
The correlation between FDTTX and FDESX 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
FDTTX vs. FDESX - Dividend Comparison
FDTTX's dividend yield for the trailing twelve months is around 11.35%, more than FDESX's 6.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTTX Fidelity Advisor Capital Development Fund Class A | 11.35% | 10.77% | 9.20% | 4.34% | 5.64% | 5.60% | 4.40% | 7.49% | 16.04% | 5.52% | 2.74% | 5.82% |
FDESX Fidelity Advisor Diversified Stock Fund Class O | 6.98% | 6.58% | 13.97% | 3.55% | 9.06% | 16.87% | 5.28% | 3.23% | 13.54% | 7.61% | 1.67% | 8.53% |
Drawdowns
FDTTX vs. FDESX - Drawdown Comparison
The maximum FDTTX drawdown since its inception was -58.00%, smaller than the maximum FDESX drawdown of -65.36%. Use the drawdown chart below to compare losses from any high point for FDTTX and FDESX.
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Drawdown Indicators
| FDTTX | FDESX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.00% | -65.36% | +7.36% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -12.56% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -27.06% | +5.18% |
Max Drawdown (10Y)Largest decline over 10 years | -36.62% | -30.39% | -6.23% |
Current DrawdownCurrent decline from peak | -9.65% | -9.99% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -11.20% | -14.09% | +2.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.82% | -0.12% |
Volatility
FDTTX vs. FDESX - Volatility Comparison
The current volatility for Fidelity Advisor Capital Development Fund Class A (FDTTX) is 4.49%, while Fidelity Advisor Diversified Stock Fund Class O (FDESX) has a volatility of 5.40%. This indicates that FDTTX experiences smaller price fluctuations and is considered to be less risky than FDESX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDTTX | FDESX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 5.40% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 11.12% | -1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.41% | 19.16% | -0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.59% | 19.63% | -2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 19.50% | -0.67% |