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.
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.
Performance
CSOIX vs. FAGIX - Performance Comparison
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Key characteristics
CSOIX:
2.38
FAGIX:
1.15
CSOIX:
4.06
FAGIX:
1.51
CSOIX:
1.73
FAGIX:
1.22
CSOIX:
2.39
FAGIX:
1.05
CSOIX:
11.13
FAGIX:
3.96
CSOIX:
0.64%
FAGIX:
1.92%
CSOIX:
3.01%
FAGIX:
7.05%
CSOIX:
-20.04%
FAGIX:
-37.80%
CSOIX:
0.00%
FAGIX:
-0.65%
Returns By Period
In the year-to-date period, CSOIX achieves a 1.26% return, which is significantly lower than FAGIX's 1.80% return. Over the past 10 years, CSOIX has underperformed FAGIX with an annualized return of 5.37%, while FAGIX has yielded a comparatively higher 6.19% annualized return.
CSOIX
1.26%
0.64%
1.44%
6.37%
7.60%
7.14%
5.37%
FAGIX
1.80%
1.60%
0.71%
7.61%
7.31%
8.53%
6.19%
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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 6.74%, more than FAGIX's 4.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSOIX Credit Suisse Strategic Income Fund | 6.74% | 7.68% | 8.04% | 5.88% | 3.93% | 4.95% | 5.35% | 5.46% | 5.17% | 7.21% | 6.86% | 8.70% |
FAGIX Fidelity Capital & Income Fund | 4.51% | 5.03% | 5.29% | 11.38% | 6.56% | 4.88% | 5.00% | 7.39% | 5.05% | 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.
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Volatility
CSOIX vs. FAGIX - Volatility Comparison
The current volatility for Credit Suisse Strategic Income Fund (CSOIX) is 0.66%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 1.85%. This indicates that CSOIX 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.
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