NEIMX vs. FDETX
Compare and contrast key facts about Neiman Large Cap Value Fund (NEIMX) and Fidelity Advisor Capital Development Fund Class O (FDETX).
NEIMX is managed by Neiman Funds. It was launched on Apr 1, 2003. FDETX is managed by Fidelity. It was launched on Dec 30, 1985.
Performance
NEIMX vs. FDETX - Performance Comparison
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NEIMX vs. FDETX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEIMX Neiman Large Cap Value Fund | 5.61% | 18.68% | 13.50% | 6.15% | -5.16% | 23.85% | -5.97% | 23.49% | -9.76% | 19.00% |
FDETX Fidelity Advisor Capital Development Fund Class O | -1.95% | 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, NEIMX achieves a 5.61% return, which is significantly higher than FDETX's -1.95% return. Over the past 10 years, NEIMX has underperformed FDETX with an annualized return of 9.24%, while FDETX has yielded a comparatively higher 15.03% annualized return.
NEIMX
- 1D
- 1.99%
- 1M
- -3.83%
- YTD
- 5.61%
- 6M
- 8.69%
- 1Y
- 25.83%
- 3Y*
- 14.76%
- 5Y*
- 10.37%
- 10Y*
- 9.24%
FDETX
- 1D
- 3.24%
- 1M
- -5.25%
- YTD
- -1.95%
- 6M
- 3.03%
- 1Y
- 27.50%
- 3Y*
- 22.78%
- 5Y*
- 14.97%
- 10Y*
- 15.03%
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NEIMX vs. FDETX - Expense Ratio Comparison
NEIMX has a 1.46% expense ratio, which is higher than FDETX's 0.56% expense ratio.
Return for Risk
NEIMX vs. FDETX — Risk / Return Rank
NEIMX
FDETX
NEIMX vs. FDETX - 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 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.
| NEIMX | FDETX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 1.52 | +0.14 |
Sortino ratioReturn per unit of downside risk | 2.32 | 2.14 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.34 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.49 | 2.29 | +0.20 |
Martin ratioReturn relative to average drawdown | 12.55 | 10.41 | +2.14 |
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 | FDETX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.52 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.85 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.80 | -0.78 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.63 | -0.60 |
Correlation
The correlation between NEIMX and FDETX is 0.88, 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. FDETX - Dividend Comparison
NEIMX's dividend yield for the trailing twelve months is around 0.72%, less than FDETX's 10.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEIMX Neiman Large Cap Value Fund | 0.72% | 0.76% | 1.10% | 1.36% | 3.60% | 17.65% | 1.20% | 2.26% | 1.20% | 6.64% | 10.20% | 4.19% |
FDETX Fidelity Advisor Capital Development Fund Class O | 10.55% | 10.34% | 8.95% | 4.39% | 5.66% | 5.63% | 4.47% | 7.46% | 15.81% | 5.34% | 2.92% | 5.97% |
Drawdowns
NEIMX vs. FDETX - Drawdown Comparison
The maximum NEIMX drawdown since its inception was -92.94%, which is greater than FDETX's maximum drawdown of -66.86%. Use the drawdown chart below to compare losses from any high point for NEIMX and FDETX.
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Drawdown Indicators
| NEIMX | FDETX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.94% | -66.86% | -26.08% |
Max Drawdown (1Y)Largest decline over 1 year | -10.78% | -12.42% | +1.64% |
Max Drawdown (5Y)Largest decline over 5 years | -92.94% | -21.72% | -71.22% |
Max Drawdown (10Y)Largest decline over 10 years | -92.94% | -36.61% | -56.33% |
Current DrawdownCurrent decline from peak | -90.08% | -6.71% | -83.37% |
Average DrawdownAverage peak-to-trough decline | -9.92% | -11.26% | +1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 2.73% | -0.59% |
Volatility
NEIMX vs. FDETX - Volatility Comparison
The current volatility for Neiman Large Cap Value Fund (NEIMX) is 4.05%, while Fidelity Advisor Capital Development Fund Class O (FDETX) has a volatility of 5.73%. This indicates that NEIMX 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
| NEIMX | FDETX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 5.73% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 8.52% | 10.07% | -1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.65% | 18.62% | -2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 576.30% | 17.62% | +558.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 407.62% | 18.85% | +388.77% |