NEIMX vs. FDEIX
Compare and contrast key facts about Neiman Large Cap Value Fund (NEIMX) and Fidelity Advisor Capital Development Fund Class I (FDEIX).
NEIMX is managed by Neiman Funds. It was launched on Apr 1, 2003. FDEIX is managed by Fidelity. It was launched on Jul 12, 2005.
Performance
NEIMX vs. FDEIX - Performance Comparison
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NEIMX vs. FDEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEIMX Neiman Large Cap Value Fund | 3.55% | 18.68% | 13.50% | 6.15% | -5.16% | 23.85% | -5.97% | 23.49% | -9.76% | 19.00% |
FDEIX Fidelity Advisor Capital Development Fund Class I | -5.08% | 27.44% | 26.86% | 24.00% | -8.17% | 25.18% | 8.93% | 31.14% | -9.21% | 16.45% |
Returns By Period
In the year-to-date period, NEIMX achieves a 3.55% return, which is significantly higher than FDEIX's -5.08% return. Over the past 10 years, NEIMX has underperformed FDEIX with an annualized return of 9.03%, while FDEIX has yielded a comparatively higher 14.51% annualized return.
NEIMX
- 1D
- -0.44%
- 1M
- -5.42%
- YTD
- 3.55%
- 6M
- 6.65%
- 1Y
- 23.29%
- 3Y*
- 14.01%
- 5Y*
- 10.16%
- 10Y*
- 9.03%
FDEIX
- 1D
- -0.60%
- 1M
- -8.09%
- YTD
- -5.08%
- 6M
- -0.22%
- 1Y
- 23.90%
- 3Y*
- 21.30%
- 5Y*
- 14.36%
- 10Y*
- 14.51%
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NEIMX vs. FDEIX - Expense Ratio Comparison
NEIMX has a 1.46% expense ratio, which is higher than FDEIX's 0.71% expense ratio.
Return for Risk
NEIMX vs. FDEIX — Risk / Return Rank
NEIMX
FDEIX
NEIMX vs. FDEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neiman Large Cap Value Fund (NEIMX) and Fidelity Advisor Capital Development Fund Class I (FDEIX). 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.
| NEIMX | FDEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 1.33 | +0.25 |
Sortino ratioReturn per unit of downside risk | 2.21 | 1.89 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.30 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.76 | +0.34 |
Martin ratioReturn relative to average drawdown | 10.67 | 8.12 | +2.54 |
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
| NEIMX | FDEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.33 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.82 | -0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.77 | -0.75 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.51 | -0.48 |
Correlation
The correlation between NEIMX and FDEIX is 0.89, 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
NEIMX vs. FDEIX - Dividend Comparison
NEIMX's dividend yield for the trailing twelve months is around 0.73%, less than FDEIX's 10.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEIMX Neiman Large Cap Value Fund | 0.73% | 0.76% | 1.10% | 1.36% | 3.60% | 17.65% | 1.20% | 2.26% | 1.20% | 6.64% | 10.20% | 4.19% |
FDEIX Fidelity Advisor Capital Development Fund Class I | 10.83% | 10.28% | 8.81% | 4.21% | 5.46% | 5.49% | 4.32% | 7.30% | 15.57% | 5.32% | 2.82% | 5.75% |
Drawdowns
NEIMX vs. FDEIX - Drawdown Comparison
The maximum NEIMX drawdown since its inception was -92.94%, which is greater than FDEIX's maximum drawdown of -57.82%. Use the drawdown chart below to compare losses from any high point for NEIMX and FDEIX.
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Drawdown Indicators
| NEIMX | FDEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.94% | -57.82% | -35.12% |
Max Drawdown (1Y)Largest decline over 1 year | -10.78% | -12.44% | +1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -92.94% | -21.81% | -71.13% |
Max Drawdown (10Y)Largest decline over 10 years | -92.94% | -36.61% | -56.33% |
Current DrawdownCurrent decline from peak | -90.28% | -9.64% | -80.64% |
Average DrawdownAverage peak-to-trough decline | -9.91% | -8.19% | -1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.70% | -0.57% |
Volatility
NEIMX vs. FDEIX - Volatility Comparison
The current volatility for Neiman Large Cap Value Fund (NEIMX) is 3.41%, while Fidelity Advisor Capital Development Fund Class I (FDEIX) has a volatility of 4.45%. This indicates that NEIMX experiences smaller price fluctuations and is considered to be less risky than FDEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEIMX | FDEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 4.45% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 8.30% | 9.54% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.57% | 18.44% | -2.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 576.30% | 17.54% | +558.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 407.62% | 18.81% | +388.81% |