FAGIX vs. AAPL
Compare and contrast key facts about Fidelity Capital & Income Fund (FAGIX) and Apple Inc. (AAPL).
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: FAGIX or AAPL.
Key characteristics
| FAGIX | AAPL | |
|---|---|---|
| YTD Return | 5.02% | -1.14% |
| 1Y Return | 14.10% | 10.51% |
| 3Y Return (Ann) | 3.74% | 15.23% |
| 5Y Return (Ann) | 6.78% | 33.07% |
| 10Y Return (Ann) | 6.16% | 25.86% |
| Sharpe Ratio | 3.00 | 0.54 |
| Daily Std Dev | 4.71% | 20.23% |
| Max Drawdown | -37.80% | -81.80% |
| Current Drawdown | -0.30% | -3.92% |
Correlation
The correlation between FAGIX and AAPL is 0.28, 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
FAGIX vs. AAPL - Performance Comparison
In the year-to-date period, FAGIX achieves a 5.02% return, which is significantly higher than AAPL's -1.14% return. Over the past 10 years, FAGIX has underperformed AAPL with an annualized return of 6.16%, while AAPL has yielded a comparatively higher 25.86% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FAGIX vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Capital & Income Fund (FAGIX) and Apple Inc. (AAPL). 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
FAGIX vs. AAPL - Dividend Comparison
FAGIX's dividend yield for the trailing twelve months is around 5.19%, more than AAPL's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGIX Fidelity Capital & Income Fund | 5.19% | 5.29% | 11.37% | 6.55% | 4.88% | 4.98% | 7.31% | 5.03% | 4.12% | 5.00% | 8.04% | 5.47% |
AAPL Apple Inc. | 0.51% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
FAGIX vs. AAPL - Drawdown Comparison
The maximum FAGIX drawdown since its inception was -37.80%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for FAGIX and AAPL. For additional features, visit the drawdowns tool.
Volatility
FAGIX vs. AAPL - Volatility Comparison
The current volatility for Fidelity Capital & Income Fund (FAGIX) is 1.64%, while Apple Inc. (AAPL) has a volatility of 7.45%. This indicates that FAGIX experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.