BCAAX vs. FAGIX
Compare and contrast key facts about BrandywineGLOBAL - Corporate Credit Fund (BCAAX) and Fidelity Capital & Income Fund (FAGIX).
BCAAX is managed by Franklin Templeton Investments. It was launched on Sep 29, 2002. 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: BCAAX or FAGIX.
Key characteristics
| BCAAX | FAGIX | |
|---|---|---|
| YTD Return | 6.69% | 8.36% |
| 1Y Return | 13.21% | 13.91% |
| 3Y Return (Ann) | 3.56% | 3.24% |
| 5Y Return (Ann) | 2.88% | 6.83% |
| 10Y Return (Ann) | 1.75% | 6.20% |
| Sharpe Ratio | 3.87 | 2.88 |
| Daily Std Dev | 3.41% | 5.13% |
| Max Drawdown | -36.67% | -37.79% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between BCAAX and FAGIX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BCAAX vs. FAGIX - Performance Comparison
In the year-to-date period, BCAAX achieves a 6.69% return, which is significantly lower than FAGIX's 8.36% return. Over the past 10 years, BCAAX has underperformed FAGIX with an annualized return of 1.75%, while FAGIX has yielded a comparatively higher 6.20% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BCAAX vs. FAGIX - Expense Ratio Comparison
BCAAX has a 0.86% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
BCAAX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - Corporate Credit Fund (BCAAX) 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
BCAAX vs. FAGIX - Dividend Comparison
BCAAX's dividend yield for the trailing twelve months is around 6.62%, more than FAGIX's 5.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCAAX BrandywineGLOBAL - Corporate Credit Fund | 6.62% | 6.25% | 5.84% | 4.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FAGIX Fidelity Capital & Income Fund | 5.17% | 5.29% | 11.37% | 6.55% | 4.88% | 4.98% | 7.31% | 5.03% | 4.12% | 5.00% | 8.04% | 5.47% |
Drawdowns
BCAAX vs. FAGIX - Drawdown Comparison
The maximum BCAAX drawdown since its inception was -36.67%, roughly equal to the maximum FAGIX drawdown of -37.79%. Use the drawdown chart below to compare losses from any high point for BCAAX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
BCAAX vs. FAGIX - Volatility Comparison
The current volatility for BrandywineGLOBAL - Corporate Credit Fund (BCAAX) is 0.60%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 1.38%. This indicates that BCAAX 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.