CIF vs. FAGIX
Compare and contrast key facts about MFS Intermediate High Income Fund (CIF) and Fidelity Capital & Income Fund (FAGIX).
CIF is a passively managed fund by MFS that tracks the performance of the Barclays U.S. High-Yield Corporate 2% Issuer Capped Index. It was launched on Jul 21, 1988. FAGIX is managed by Fidelity. It was launched on Nov 1, 1977.
Performance
CIF vs. FAGIX - Performance Comparison
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CIF vs. FAGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIF MFS Intermediate High Income Fund | -2.21% | 8.97% | 11.42% | 11.85% | -32.24% | 17.80% | 0.27% | 43.26% | -19.93% | 25.66% |
FAGIX Fidelity Capital & Income Fund | -0.85% | 12.38% | 10.69% | 13.02% | -11.50% | 11.13% | 9.95% | 18.96% | -7.17% | 11.66% |
Returns By Period
In the year-to-date period, CIF achieves a -2.21% return, which is significantly lower than FAGIX's -0.85% return. Over the past 10 years, CIF has underperformed FAGIX with an annualized return of 6.17%, while FAGIX has yielded a comparatively higher 7.42% annualized return.
CIF
- 1D
- 2.85%
- 1M
- -3.86%
- YTD
- -2.21%
- 6M
- -3.39%
- 1Y
- 5.09%
- 3Y*
- 9.56%
- 5Y*
- 0.78%
- 10Y*
- 6.17%
FAGIX
- 1D
- -0.56%
- 1M
- -3.17%
- YTD
- -0.85%
- 6M
- 0.91%
- 1Y
- 12.88%
- 3Y*
- 10.34%
- 5Y*
- 5.79%
- 10Y*
- 7.42%
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CIF vs. FAGIX - Expense Ratio Comparison
CIF has a 1.50% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Return for Risk
CIF vs. FAGIX — Risk / Return Rank
CIF
FAGIX
CIF vs. FAGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Intermediate High Income Fund (CIF) 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.
| CIF | FAGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 1.91 | -1.53 |
Sortino ratioReturn per unit of downside risk | 0.60 | 2.63 | -2.03 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.39 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 2.79 | -2.28 |
Martin ratioReturn relative to average drawdown | 1.92 | 11.77 | -9.85 |
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
| CIF | FAGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 1.91 | -1.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.90 | -0.85 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.96 | -0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.85 | -0.70 |
Correlation
The correlation between CIF and FAGIX is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CIF vs. FAGIX - Dividend Comparison
CIF's dividend yield for the trailing twelve months is around 10.96%, more than FAGIX's 4.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIF MFS Intermediate High Income Fund | 10.96% | 10.46% | 10.23% | 10.02% | 11.22% | 8.40% | 9.01% | 8.63% | 11.71% | 9.16% | 9.91% | 10.05% |
FAGIX Fidelity Capital & Income Fund | 4.43% | 4.74% | 5.02% | 5.28% | 10.25% | 6.08% | 4.59% | 5.00% | 5.67% | 5.05% | 4.57% | 4.51% |
Drawdowns
CIF vs. FAGIX - Drawdown Comparison
The maximum CIF drawdown since its inception was -69.23%, which is greater than FAGIX's maximum drawdown of -37.97%. Use the drawdown chart below to compare losses from any high point for CIF and FAGIX.
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Drawdown Indicators
| CIF | FAGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.23% | -37.97% | -31.26% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -4.41% | -5.27% |
Max Drawdown (5Y)Largest decline over 5 years | -44.92% | -15.42% | -29.50% |
Max Drawdown (10Y)Largest decline over 10 years | -45.24% | -28.45% | -16.79% |
Current DrawdownCurrent decline from peak | -23.30% | -3.49% | -19.81% |
Average DrawdownAverage peak-to-trough decline | -17.80% | -7.01% | -10.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 1.05% | +1.60% |
Volatility
CIF vs. FAGIX - Volatility Comparison
MFS Intermediate High Income Fund (CIF) has a higher volatility of 5.35% compared to Fidelity Capital & Income Fund (FAGIX) at 2.47%. This indicates that CIF's price experiences larger fluctuations and is considered to be riskier than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIF | FAGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 2.47% | +2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 4.53% | +3.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.40% | 6.95% | +6.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 6.47% | +10.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 7.78% | +11.65% |