BRHYX vs. FAGIX
Compare and contrast key facts about BlackRock High Yield K (BRHYX) and Fidelity Capital & Income Fund (FAGIX).
BRHYX is managed by BlackRock. It was launched on Jan 5, 2001. 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: BRHYX or FAGIX.
Correlation
The correlation between BRHYX and FAGIX is 0.74, 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
BRHYX vs. FAGIX - Performance Comparison
Key characteristics
BRHYX:
2.77
FAGIX:
2.12
BRHYX:
4.49
FAGIX:
3.02
BRHYX:
1.65
FAGIX:
1.42
BRHYX:
5.35
FAGIX:
2.10
BRHYX:
17.31
FAGIX:
12.91
BRHYX:
0.57%
FAGIX:
0.85%
BRHYX:
3.56%
FAGIX:
5.19%
BRHYX:
-34.77%
FAGIX:
-37.80%
BRHYX:
-0.14%
FAGIX:
-0.42%
Returns By Period
In the year-to-date period, BRHYX achieves a 1.41% return, which is significantly lower than FAGIX's 2.03% return. Both investments have delivered pretty close results over the past 10 years, with BRHYX having a 4.95% annualized return and FAGIX not far ahead at 4.97%.
BRHYX
1.41%
0.70%
3.59%
9.87%
4.44%
4.95%
FAGIX
2.03%
-0.13%
6.02%
11.79%
4.56%
4.97%
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BRHYX vs. FAGIX - Expense Ratio Comparison
BRHYX has a 0.48% expense ratio, which is lower than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
BRHYX vs. FAGIX — Risk-Adjusted Performance Rank
BRHYX
FAGIX
BRHYX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock High Yield K (BRHYX) 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
BRHYX vs. FAGIX - Dividend Comparison
BRHYX's dividend yield for the trailing twelve months is around 7.07%, more than FAGIX's 4.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRHYX BlackRock High Yield K | 7.07% | 7.14% | 6.75% | 5.95% | 4.81% | 5.22% | 5.68% | 6.32% | 5.74% | 5.67% | 5.78% | 5.98% |
FAGIX Fidelity Capital & Income Fund | 4.91% | 5.03% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.28% | 4.01% | 4.12% | 5.01% | 8.08% |
Drawdowns
BRHYX vs. FAGIX - Drawdown Comparison
The maximum BRHYX drawdown since its inception was -34.77%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for BRHYX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
BRHYX vs. FAGIX - Volatility Comparison
The current volatility for BlackRock High Yield K (BRHYX) is 0.90%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 1.85%. This indicates that BRHYX 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.