FDTZX vs. ACIIX
Compare and contrast key facts about Fidelity Advisor Capital Development Fund Class M (FDTZX) and American Century Equity Income Fund Class I (ACIIX).
FDTZX is managed by Fidelity. It was launched on Jul 12, 2005. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
FDTZX vs. ACIIX - Performance Comparison
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FDTZX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDTZX Fidelity Advisor Capital Development Fund Class M | -5.18% | 26.82% | 26.26% | 23.23% | -8.72% | 24.45% | 8.28% | 30.31% | -9.87% | 16.34% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, FDTZX achieves a -5.18% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, FDTZX has outperformed ACIIX with an annualized return of 13.89%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
FDTZX
- 1D
- -0.59%
- 1M
- -8.12%
- YTD
- -5.18%
- 6M
- -0.45%
- 1Y
- 23.33%
- 3Y*
- 20.69%
- 5Y*
- 13.74%
- 10Y*
- 13.89%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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FDTZX vs. ACIIX - Expense Ratio Comparison
FDTZX has a 1.33% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
FDTZX vs. ACIIX — Risk / Return Rank
FDTZX
ACIIX
FDTZX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Capital Development Fund Class M (FDTZX) and American Century Equity Income Fund Class I (ACIIX). 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.
| FDTZX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.93 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.35 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.19 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.11 | +0.61 |
Martin ratioReturn relative to average drawdown | 7.85 | 4.37 | +3.48 |
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
| FDTZX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.93 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.70 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.67 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.53 | -0.05 |
Correlation
The correlation between FDTZX and ACIIX is 0.84, 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
FDTZX vs. ACIIX - Dividend Comparison
FDTZX's dividend yield for the trailing twelve months is around 11.65%, more than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTZX Fidelity Advisor Capital Development Fund Class M | 11.65% | 11.04% | 9.30% | 4.11% | 5.35% | 5.32% | 4.07% | 7.18% | 15.77% | 5.66% | 2.35% | 5.37% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
FDTZX vs. ACIIX - Drawdown Comparison
The maximum FDTZX drawdown since its inception was -58.26%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FDTZX and ACIIX.
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Drawdown Indicators
| FDTZX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.26% | -39.16% | -19.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -8.96% | -3.46% |
Max Drawdown (5Y)Largest decline over 5 years | -22.13% | -13.49% | -8.64% |
Max Drawdown (10Y)Largest decline over 10 years | -36.66% | -32.76% | -3.90% |
Current DrawdownCurrent decline from peak | -9.71% | -5.73% | -3.98% |
Average DrawdownAverage peak-to-trough decline | -8.67% | -5.26% | -3.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.30% | +0.42% |
Volatility
FDTZX vs. ACIIX - Volatility Comparison
Fidelity Advisor Capital Development Fund Class M (FDTZX) has a higher volatility of 4.49% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that FDTZX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDTZX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.49% | 2.76% | +1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 6.05% | +3.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.41% | 11.61% | +6.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 10.74% | +6.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.85% | 13.37% | +5.48% |