CSOIX vs. FAGIX
Compare and contrast key facts about Credit Suisse Strategic Income Fund (CSOIX) and Fidelity Capital & Income Fund (FAGIX).
CSOIX is managed by Credit Suisse (New York, NY). It was launched on Sep 28, 2012. 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: CSOIX or FAGIX.
Correlation
The correlation between CSOIX and FAGIX is 0.33, 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
CSOIX vs. FAGIX - Performance Comparison
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Key characteristics
CSOIX:
1.92
FAGIX:
0.89
CSOIX:
3.20
FAGIX:
1.26
CSOIX:
1.57
FAGIX:
1.18
CSOIX:
1.87
FAGIX:
0.86
CSOIX:
8.39
FAGIX:
3.24
CSOIX:
0.67%
FAGIX:
1.93%
CSOIX:
2.93%
FAGIX:
6.91%
CSOIX:
-20.04%
FAGIX:
-37.80%
CSOIX:
-1.21%
FAGIX:
-2.49%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with CSOIX at -0.09% and FAGIX at -0.09%. Over the past 10 years, CSOIX has outperformed FAGIX with an annualized return of 5.31%, while FAGIX has yielded a comparatively lower 4.62% annualized return.
CSOIX
-0.09%
1.41%
0.79%
5.62%
7.66%
5.31%
FAGIX
-0.09%
2.77%
-0.78%
6.15%
6.87%
4.62%
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CSOIX vs. FAGIX - Expense Ratio Comparison
CSOIX has a 0.79% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
CSOIX vs. FAGIX — Risk-Adjusted Performance Rank
CSOIX
FAGIX
CSOIX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Credit Suisse Strategic Income Fund (CSOIX) 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.
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Dividends
CSOIX vs. FAGIX - Dividend Comparison
CSOIX's dividend yield for the trailing twelve months is around 6.84%, more than FAGIX's 4.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSOIX Credit Suisse Strategic Income Fund | 6.84% | 7.68% | 8.04% | 5.88% | 3.93% | 4.95% | 5.35% | 5.46% | 5.17% | 7.21% | 6.86% | 6.50% |
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
CSOIX vs. FAGIX - Drawdown Comparison
The maximum CSOIX drawdown since its inception was -20.04%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for CSOIX and FAGIX. For additional features, visit the drawdowns tool.
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Volatility
CSOIX vs. FAGIX - Volatility Comparison
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