BGHSX vs. FAGIX
Compare and contrast key facts about BrandywineGLOBAL - High Yield Fund (BGHSX) and Fidelity Capital & Income Fund (FAGIX).
BGHSX is managed by Franklin Templeton Investments. It was launched on Dec 3, 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: BGHSX or FAGIX.
Correlation
The correlation between BGHSX and FAGIX is -0.32. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BGHSX vs. FAGIX - Performance Comparison
Loading data...
Key characteristics
BGHSX:
2.24%
FAGIX:
6.91%
BGHSX:
-0.40%
FAGIX:
-37.80%
BGHSX:
-0.40%
FAGIX:
-2.40%
Returns By Period
BGHSX
N/A
N/A
N/A
N/A
N/A
N/A
FAGIX
0.01%
3.40%
-0.68%
6.37%
6.98%
4.60%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGHSX vs. FAGIX - Expense Ratio Comparison
BGHSX has a 0.54% expense ratio, which is lower than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
BGHSX vs. FAGIX — Risk-Adjusted Performance Rank
BGHSX
FAGIX
BGHSX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - High Yield Fund (BGHSX) 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.
Loading data...
Dividends
BGHSX vs. FAGIX - Dividend Comparison
BGHSX has not paid dividends to shareholders, while FAGIX's dividend yield for the trailing twelve months is around 4.59%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGHSX BrandywineGLOBAL - High Yield Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FAGIX Fidelity Capital & Income Fund | 4.59% | 5.03% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.28% | 4.01% | 4.12% | 5.01% | 8.08% |
Drawdowns
BGHSX vs. FAGIX - Drawdown Comparison
The maximum BGHSX drawdown since its inception was -0.40%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for BGHSX and FAGIX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
BGHSX vs. FAGIX - Volatility Comparison
Loading data...