ARTFX vs. FAGIX
Compare and contrast key facts about Artisan High Income Fund (ARTFX) and Fidelity Capital & Income Fund (FAGIX).
ARTFX is managed by Artisan Partners Funds. It was launched on Mar 19, 2014. FAGIX is managed by Fidelity. It was launched on Nov 1, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTFX or FAGIX.
Correlation
The correlation between ARTFX and FAGIX is 0.71, 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.
Performance
ARTFX vs. FAGIX - Performance Comparison
Key characteristics
ARTFX:
3.04
FAGIX:
2.18
ARTFX:
5.42
FAGIX:
3.11
ARTFX:
1.77
FAGIX:
1.43
ARTFX:
5.79
FAGIX:
2.17
ARTFX:
21.65
FAGIX:
13.30
ARTFX:
0.45%
FAGIX:
0.85%
ARTFX:
3.18%
FAGIX:
5.19%
ARTFX:
-21.42%
FAGIX:
-37.80%
ARTFX:
-0.33%
FAGIX:
-0.23%
Returns By Period
In the year-to-date period, ARTFX achieves a 1.13% return, which is significantly lower than FAGIX's 2.23% return. Over the past 10 years, ARTFX has outperformed FAGIX with an annualized return of 6.01%, while FAGIX has yielded a comparatively lower 5.01% annualized return.
ARTFX
1.13%
0.58%
4.66%
9.79%
5.54%
6.01%
FAGIX
2.23%
0.55%
5.91%
11.89%
4.60%
5.01%
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ARTFX vs. FAGIX - Expense Ratio Comparison
ARTFX has a 0.96% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
ARTFX vs. FAGIX — Risk-Adjusted Performance Rank
ARTFX
FAGIX
ARTFX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan High Income Fund (ARTFX) and Fidelity Capital & Income Fund (FAGIX). 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.
Dividends
ARTFX vs. FAGIX - Dividend Comparison
ARTFX's dividend yield for the trailing twelve months is around 7.02%, more than FAGIX's 4.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARTFX Artisan High Income Fund | 7.02% | 7.10% | 7.23% | 6.65% | 7.47% | 5.84% | 6.15% | 6.39% | 5.84% | 6.29% | 6.89% | 3.40% |
FAGIX Fidelity Capital & Income Fund | 4.90% | 5.03% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.28% | 4.01% | 4.12% | 5.01% | 8.08% |
Drawdowns
ARTFX vs. FAGIX - Drawdown Comparison
The maximum ARTFX drawdown since its inception was -21.42%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for ARTFX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
ARTFX vs. FAGIX - Volatility Comparison
The current volatility for Artisan High Income Fund (ARTFX) is 0.71%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 1.90%. This indicates that ARTFX experiences smaller price fluctuations and is considered to be less risky than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.