FDTTX vs. FGTAX
Compare and contrast key facts about Fidelity Advisor Capital Development Fund Class A (FDTTX) and Fidelity Advisor Mega Cap Stock Fund Class A (FGTAX).
FDTTX is managed by Fidelity. It was launched on Apr 30, 1999. FGTAX is managed by Fidelity. It was launched on Feb 5, 2008.
Performance
FDTTX vs. FGTAX - Performance Comparison
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FDTTX vs. FGTAX - 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% |
FGTAX Fidelity Advisor Mega Cap Stock Fund Class A | -5.15% | 26.58% | 25.62% | 26.18% | -9.26% | 25.98% | 12.59% | 30.74% | -7.68% | 17.54% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FDTTX having a -5.13% return and FGTAX slightly lower at -5.15%. Both investments have delivered pretty close results over the past 10 years, with FDTTX having a 14.37% annualized return and FGTAX not far ahead at 14.76%.
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%
FGTAX
- 1D
- -0.55%
- 1M
- -7.42%
- YTD
- -5.15%
- 6M
- -0.64%
- 1Y
- 22.74%
- 3Y*
- 20.87%
- 5Y*
- 14.23%
- 10Y*
- 14.76%
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FDTTX vs. FGTAX - Expense Ratio Comparison
FDTTX has a 0.85% expense ratio, which is lower than FGTAX's 0.90% expense ratio.
Return for Risk
FDTTX vs. FGTAX — Risk / Return Rank
FDTTX
FGTAX
FDTTX vs. FGTAX - 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 Mega Cap Stock Fund Class A (FGTAX). 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 | FGTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 1.28 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.84 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.30 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.71 | +0.04 |
Martin ratioReturn relative to average drawdown | 8.04 | 7.97 | +0.08 |
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 | FGTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.28 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.86 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.82 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.55 | -0.04 |
Correlation
The correlation between FDTTX and FGTAX is 0.96, 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. FGTAX - Dividend Comparison
FDTTX's dividend yield for the trailing twelve months is around 11.35%, more than FGTAX's 3.92% 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% |
FGTAX Fidelity Advisor Mega Cap Stock Fund Class A | 3.92% | 3.72% | 2.48% | 1.86% | 4.17% | 4.61% | 7.84% | 12.91% | 21.65% | 16.21% | 1.75% | 3.75% |
Drawdowns
FDTTX vs. FGTAX - Drawdown Comparison
The maximum FDTTX drawdown since its inception was -58.00%, which is greater than FGTAX's maximum drawdown of -53.07%. Use the drawdown chart below to compare losses from any high point for FDTTX and FGTAX.
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Drawdown Indicators
| FDTTX | FGTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.00% | -53.07% | -4.93% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -12.16% | -0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -23.48% | +1.60% |
Max Drawdown (10Y)Largest decline over 10 years | -36.62% | -35.21% | -1.41% |
Current DrawdownCurrent decline from peak | -9.65% | -9.04% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -11.20% | -6.83% | -4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.61% | +0.09% |
Volatility
FDTTX vs. FGTAX - Volatility Comparison
Fidelity Advisor Capital Development Fund Class A (FDTTX) and Fidelity Advisor Mega Cap Stock Fund Class A (FGTAX) have volatilities of 4.49% and 4.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDTTX | FGTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 4.35% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 9.25% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.41% | 18.15% | +0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.59% | 16.65% | +0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 18.09% | +0.74% |