HDCTX vs. FDETX
Compare and contrast key facts about Rational Equity Armor Fund (HDCTX) and Fidelity Advisor Capital Development Fund Class O (FDETX).
HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001. FDETX is managed by Fidelity. It was launched on Dec 30, 1985.
Performance
HDCTX vs. FDETX - Performance Comparison
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HDCTX vs. FDETX - 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% |
FDETX Fidelity Advisor Capital Development Fund Class O | -5.03% | 27.60% | 27.07% | 24.20% | -8.00% | 25.32% | 9.12% | 31.39% | -9.09% | 16.45% |
Returns By Period
In the year-to-date period, HDCTX achieves a -2.29% return, which is significantly higher than FDETX's -5.03% return. Over the past 10 years, HDCTX has underperformed FDETX with an annualized return of 4.36%, while FDETX has yielded a comparatively higher 14.66% 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%
FDETX
- 1D
- -0.61%
- 1M
- -8.06%
- YTD
- -5.03%
- 6M
- -0.14%
- 1Y
- 24.08%
- 3Y*
- 21.48%
- 5Y*
- 14.54%
- 10Y*
- 14.66%
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HDCTX vs. FDETX - Expense Ratio Comparison
HDCTX has a 1.17% expense ratio, which is higher than FDETX's 0.56% expense ratio.
Return for Risk
HDCTX vs. FDETX — Risk / Return Rank
HDCTX
FDETX
HDCTX vs. FDETX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rational Equity Armor Fund (HDCTX) and Fidelity Advisor Capital Development Fund Class O (FDETX). 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 | FDETX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.34 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.90 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.78 | -0.15 |
Martin ratioReturn relative to average drawdown | 4.43 | 8.19 | -3.76 |
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
| HDCTX | FDETX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.34 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.83 | -0.34 |
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 | 0.62 | -0.26 |
Correlation
The correlation between HDCTX and FDETX is 0.81, 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. FDETX - Dividend Comparison
HDCTX's dividend yield for the trailing twelve months is around 0.12%, less than FDETX's 10.89% 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% |
FDETX Fidelity Advisor Capital Development Fund Class O | 10.89% | 10.34% | 8.95% | 4.39% | 5.66% | 5.63% | 4.47% | 7.46% | 15.81% | 5.34% | 2.92% | 5.97% |
Drawdowns
HDCTX vs. FDETX - Drawdown Comparison
The maximum HDCTX drawdown since its inception was -59.05%, smaller than the maximum FDETX drawdown of -66.86%. Use the drawdown chart below to compare losses from any high point for HDCTX and FDETX.
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Drawdown Indicators
| HDCTX | FDETX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -66.86% | +7.81% |
Max Drawdown (1Y)Largest decline over 1 year | -6.95% | -12.42% | +5.47% |
Max Drawdown (5Y)Largest decline over 5 years | -18.22% | -21.72% | +3.50% |
Max Drawdown (10Y)Largest decline over 10 years | -19.43% | -36.61% | +17.18% |
Current DrawdownCurrent decline from peak | -6.95% | -9.64% | +2.69% |
Average DrawdownAverage peak-to-trough decline | -6.45% | -11.26% | +4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.70% | -0.14% |
Volatility
HDCTX vs. FDETX - Volatility Comparison
The current volatility for Rational Equity Armor Fund (HDCTX) is 1.82%, while Fidelity Advisor Capital Development Fund Class O (FDETX) has a volatility of 4.48%. This indicates that HDCTX experiences smaller price fluctuations and is considered to be less risky than FDETX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDCTX | FDETX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.82% | 4.48% | -2.66% |
Volatility (6M)Calculated over the trailing 6-month period | 6.23% | 9.55% | -3.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.05% | 18.39% | -7.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.49% | 17.56% | -7.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.44% | 18.82% | -7.38% |