WSHFX vs. FDEIX
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) and Fidelity Advisor Capital Development Fund Class I (FDEIX).
WSHFX is managed by American Funds. It was launched on Aug 5, 2008. FDEIX is managed by Fidelity. It was launched on Jul 12, 2005.
Performance
WSHFX vs. FDEIX - Performance Comparison
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WSHFX vs. FDEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | -3.20% | 17.13% | 18.94% | 17.15% | -8.50% | 28.36% | 7.62% | 24.82% | -6.27% | 19.91% |
FDEIX Fidelity Advisor Capital Development Fund Class I | -2.02% | 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, WSHFX achieves a -3.20% return, which is significantly lower than FDEIX's -2.02% return. Over the past 10 years, WSHFX has underperformed FDEIX with an annualized return of 11.99%, while FDEIX has yielded a comparatively higher 14.87% annualized return.
WSHFX
- 1D
- 2.21%
- 1M
- -5.86%
- YTD
- -3.20%
- 6M
- -1.44%
- 1Y
- 12.87%
- 3Y*
- 16.05%
- 5Y*
- 11.11%
- 10Y*
- 11.99%
FDEIX
- 1D
- 3.23%
- 1M
- -5.26%
- YTD
- -2.02%
- 6M
- 2.93%
- 1Y
- 27.31%
- 3Y*
- 22.59%
- 5Y*
- 14.80%
- 10Y*
- 14.87%
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WSHFX vs. FDEIX - Expense Ratio Comparison
WSHFX has a 0.64% expense ratio, which is lower than FDEIX's 0.71% expense ratio.
Return for Risk
WSHFX vs. FDEIX — Risk / Return Rank
WSHFX
FDEIX
WSHFX vs. FDEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) 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.
| WSHFX | FDEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.50 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.33 | 2.12 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.34 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 2.27 | -0.93 |
Martin ratioReturn relative to average drawdown | 5.96 | 10.35 | -4.39 |
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
| WSHFX | FDEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.50 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.85 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.79 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.51 | -0.03 |
Correlation
The correlation between WSHFX and FDEIX is 0.92, 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
WSHFX vs. FDEIX - Dividend Comparison
WSHFX's dividend yield for the trailing twelve months is around 10.44%, which matches FDEIX's 10.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSHFX American Funds Washington Mutual Investors Fund Class F-1 | 10.44% | 10.08% | 10.05% | 6.11% | 6.28% | 6.01% | 3.02% | 6.17% | 4.28% | 7.19% | 6.32% | 6.18% |
FDEIX Fidelity Advisor Capital Development Fund Class I | 10.49% | 10.28% | 8.81% | 4.21% | 5.46% | 5.49% | 4.32% | 7.30% | 15.57% | 5.32% | 2.82% | 5.75% |
Drawdowns
WSHFX vs. FDEIX - Drawdown Comparison
The maximum WSHFX drawdown since its inception was -53.94%, smaller than the maximum FDEIX drawdown of -57.82%. Use the drawdown chart below to compare losses from any high point for WSHFX and FDEIX.
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Drawdown Indicators
| WSHFX | FDEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.94% | -57.82% | +3.88% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -12.44% | +2.08% |
Max Drawdown (5Y)Largest decline over 5 years | -18.69% | -21.81% | +3.12% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -36.61% | +1.94% |
Current DrawdownCurrent decline from peak | -6.36% | -6.72% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -8.19% | +0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 2.73% | -0.40% |
Volatility
WSHFX vs. FDEIX - Volatility Comparison
The current volatility for American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) is 4.41%, while Fidelity Advisor Capital Development Fund Class I (FDEIX) has a volatility of 5.70%. This indicates that WSHFX 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
| WSHFX | FDEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 5.70% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 10.05% | -1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 18.66% | -3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 17.60% | -3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 18.84% | -2.51% |