CPIEX vs. FAGIX
Compare and contrast key facts about Counterpoint Tactical Equity Fund (CPIEX) and Fidelity Capital & Income Fund (FAGIX).
CPIEX is managed by Counterpoint Mutual Funds. It was launched on Nov 29, 2015. 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: CPIEX or FAGIX.
Correlation
The correlation between CPIEX and FAGIX is 0.31, 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.
Performance
CPIEX vs. FAGIX - Performance Comparison
Key characteristics
CPIEX:
1.63
FAGIX:
0.19
CPIEX:
2.18
FAGIX:
0.28
CPIEX:
1.29
FAGIX:
1.04
CPIEX:
2.77
FAGIX:
0.16
CPIEX:
7.39
FAGIX:
0.82
CPIEX:
2.92%
FAGIX:
1.44%
CPIEX:
13.21%
FAGIX:
6.33%
CPIEX:
-50.21%
FAGIX:
-37.80%
CPIEX:
-3.17%
FAGIX:
-7.44%
Returns By Period
In the year-to-date period, CPIEX achieves a 4.07% return, which is significantly higher than FAGIX's -5.16% return.
CPIEX
4.07%
3.14%
7.51%
20.26%
14.98%
N/A
FAGIX
-5.16%
-4.78%
-4.05%
1.19%
7.17%
4.04%
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CPIEX vs. FAGIX - Expense Ratio Comparison
CPIEX has a 1.75% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
CPIEX vs. FAGIX — Risk-Adjusted Performance Rank
CPIEX
FAGIX
CPIEX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Counterpoint Tactical Equity Fund (CPIEX) 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
CPIEX vs. FAGIX - Dividend Comparison
CPIEX's dividend yield for the trailing twelve months is around 0.07%, less than FAGIX's 4.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPIEX Counterpoint Tactical Equity Fund | 0.07% | 0.08% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FAGIX Fidelity Capital & Income Fund | 4.82% | 5.03% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.28% | 4.01% | 4.12% | 5.01% | 8.08% |
Drawdowns
CPIEX vs. FAGIX - Drawdown Comparison
The maximum CPIEX drawdown since its inception was -50.21%, which is greater than FAGIX's maximum drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for CPIEX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
CPIEX vs. FAGIX - Volatility Comparison
The current volatility for Counterpoint Tactical Equity Fund (CPIEX) is 2.90%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 3.41%. This indicates that CPIEX 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.