TWEIX vs. FDETX
Compare and contrast key facts about American Century Equity Income Fund (TWEIX) and Fidelity Advisor Capital Development Fund Class O (FDETX).
TWEIX is managed by American Century. It was launched on Aug 1, 1994. FDETX is managed by Fidelity. It was launched on Dec 30, 1985.
Performance
TWEIX vs. FDETX - Performance Comparison
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TWEIX vs. FDETX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWEIX American Century Equity Income Fund | 3.53% | 11.84% | 10.51% | 3.92% | -3.06% | 16.83% | 1.10% | 24.14% | -3.77% | 13.35% |
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, TWEIX achieves a 3.53% return, which is significantly higher than FDETX's -1.95% return. Over the past 10 years, TWEIX has underperformed FDETX with an annualized return of 8.76%, while FDETX has yielded a comparatively higher 15.03% annualized return.
TWEIX
- 1D
- 0.92%
- 1M
- -4.70%
- YTD
- 3.53%
- 6M
- 5.61%
- 1Y
- 11.13%
- 3Y*
- 9.80%
- 5Y*
- 7.37%
- 10Y*
- 8.76%
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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TWEIX vs. FDETX - Expense Ratio Comparison
TWEIX has a 0.94% expense ratio, which is higher than FDETX's 0.56% expense ratio.
Return for Risk
TWEIX vs. FDETX — Risk / Return Rank
TWEIX
FDETX
TWEIX vs. FDETX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Equity Income Fund (TWEIX) 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.
| TWEIX | FDETX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.52 | -0.59 |
Sortino ratioReturn per unit of downside risk | 1.35 | 2.14 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.34 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 2.29 | -1.02 |
Martin ratioReturn relative to average drawdown | 4.91 | 10.41 | -5.50 |
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
| TWEIX | FDETX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.52 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.85 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.80 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.63 | +0.12 |
Correlation
The correlation between TWEIX 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
TWEIX vs. FDETX - Dividend Comparison
TWEIX's dividend yield for the trailing twelve months is around 10.02%, less than FDETX's 10.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWEIX American Century Equity Income Fund | 10.02% | 10.35% | 11.51% | 8.02% | 8.76% | 6.83% | 2.00% | 7.38% | 8.79% | 11.95% | 7.88% | 10.49% |
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
TWEIX vs. FDETX - Drawdown Comparison
The maximum TWEIX drawdown since its inception was -39.30%, smaller than the maximum FDETX drawdown of -66.86%. Use the drawdown chart below to compare losses from any high point for TWEIX and FDETX.
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Drawdown Indicators
| TWEIX | FDETX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.30% | -66.86% | +27.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.86% | -12.42% | +3.56% |
Max Drawdown (5Y)Largest decline over 5 years | -13.69% | -21.72% | +8.03% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -36.61% | +3.79% |
Current DrawdownCurrent decline from peak | -4.90% | -6.71% | +1.81% |
Average DrawdownAverage peak-to-trough decline | -4.17% | -11.26% | +7.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.73% | -0.38% |
Volatility
TWEIX vs. FDETX - Volatility Comparison
The current volatility for American Century Equity Income Fund (TWEIX) is 3.04%, while Fidelity Advisor Capital Development Fund Class O (FDETX) has a volatility of 5.73%. This indicates that TWEIX 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
| TWEIX | FDETX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 5.73% | -2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 10.07% | -3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.60% | 18.62% | -7.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.71% | 17.62% | -6.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.35% | 18.85% | -5.50% |