HDCTX vs. FALAX
Compare and contrast key facts about Rational Equity Armor Fund (HDCTX) and Fidelity Advisor Large Cap Fund Class A (FALAX).
HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001. FALAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
HDCTX vs. FALAX - Performance Comparison
Loading graphics...
HDCTX vs. FALAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDCTX Rational Equity Armor Fund | -2.29% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 11.32% | -11.94% | -1.99% |
FALAX Fidelity Advisor Large Cap Fund Class A | 0.00% | 19.36% | 26.05% | 23.16% | -8.16% | 25.49% | 8.56% | 31.37% | -8.64% | 16.87% |
Returns By Period
Over the past 10 years, HDCTX has underperformed FALAX with an annualized return of 4.36%, while FALAX has yielded a comparatively higher 14.35% annualized return.
HDCTX
- 1D
- -0.54%
- 1M
- -4.07%
- YTD
- -2.29%
- 6M
- -2.29%
- 1Y
- 12.17%
- 3Y*
- 10.69%
- 5Y*
- 5.11%
- 10Y*
- 4.36%
FALAX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -1.16%
- 1Y
- 22.36%
- 3Y*
- 20.31%
- 5Y*
- 13.75%
- 10Y*
- 14.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HDCTX vs. FALAX - Expense Ratio Comparison
HDCTX has a 1.17% expense ratio, which is higher than FALAX's 0.80% expense ratio.
Return for Risk
HDCTX vs. FALAX — Risk / Return Rank
HDCTX
FALAX
HDCTX vs. FALAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rational Equity Armor Fund (HDCTX) and Fidelity Advisor Large Cap Fund Class A (FALAX). 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.
| HDCTX | FALAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.46 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.66 | 2.08 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.45 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.14 | +0.49 |
Martin ratioReturn relative to average drawdown | 4.43 | 4.62 | -0.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HDCTX | FALAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.46 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.85 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.78 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.46 | -0.10 |
Correlation
The correlation between HDCTX and FALAX is 0.83, 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
HDCTX vs. FALAX - Dividend Comparison
HDCTX's dividend yield for the trailing twelve months is around 0.12%, less than FALAX's 6.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDCTX Rational Equity Armor Fund | 0.12% | 0.00% | 0.00% | 0.17% | 0.78% | 1.21% | 1.10% | 5.37% | 7.86% | 5.60% | 3.28% | 15.32% |
FALAX Fidelity Advisor Large Cap Fund Class A | 6.03% | 6.03% | 6.33% | 3.46% | 2.21% | 6.69% | 5.50% | 8.65% | 17.32% | 6.41% | 2.11% | 3.02% |
Drawdowns
HDCTX vs. FALAX - Drawdown Comparison
The maximum HDCTX drawdown since its inception was -59.05%, smaller than the maximum FALAX drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for HDCTX and FALAX.
Loading graphics...
Drawdown Indicators
| HDCTX | FALAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -63.41% | +4.36% |
Max Drawdown (1Y)Largest decline over 1 year | -6.95% | -12.28% | +5.33% |
Max Drawdown (5Y)Largest decline over 5 years | -18.22% | -21.62% | +3.40% |
Max Drawdown (10Y)Largest decline over 10 years | -19.43% | -37.55% | +18.12% |
Current DrawdownCurrent decline from peak | -6.95% | -4.19% | -2.76% |
Average DrawdownAverage peak-to-trough decline | -6.45% | -14.00% | +7.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 3.92% | -1.36% |
Volatility
HDCTX vs. FALAX - Volatility Comparison
Rational Equity Armor Fund (HDCTX) has a higher volatility of 1.82% compared to Fidelity Advisor Large Cap Fund Class A (FALAX) at 0.00%. This indicates that HDCTX's price experiences larger fluctuations and is considered to be riskier than FALAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HDCTX | FALAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.82% | 0.00% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 6.23% | 5.85% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.05% | 17.18% | -6.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 16.55% | -6.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.44% | 18.63% | -7.19% |