FAGIX vs. SPHIX
Compare and contrast key facts about Fidelity Capital & Income Fund (FAGIX) and Fidelity High Income Fund (SPHIX).
FAGIX is managed by Fidelity. It was launched on Nov 1, 1977. SPHIX is managed by Fidelity. It was launched on Aug 29, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAGIX or SPHIX.
Correlation
The correlation between FAGIX and SPHIX is 0.35, 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. SPHIX - Performance Comparison
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Key characteristics
FAGIX:
0.89
SPHIX:
2.01
FAGIX:
1.26
SPHIX:
2.78
FAGIX:
1.18
SPHIX:
1.47
FAGIX:
0.86
SPHIX:
1.86
FAGIX:
3.24
SPHIX:
7.73
FAGIX:
1.93%
SPHIX:
1.00%
FAGIX:
6.91%
SPHIX:
3.80%
FAGIX:
-37.80%
SPHIX:
-31.35%
FAGIX:
-2.49%
SPHIX:
-1.50%
Returns By Period
In the year-to-date period, FAGIX achieves a -0.09% return, which is significantly lower than SPHIX's 0.57% return. Over the past 10 years, FAGIX has outperformed SPHIX with an annualized return of 6.08%, while SPHIX has yielded a comparatively lower 4.00% annualized return.
FAGIX
-0.09%
3.72%
-0.78%
6.26%
9.15%
6.08%
SPHIX
0.57%
2.63%
0.67%
7.70%
4.85%
4.00%
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FAGIX vs. SPHIX - Expense Ratio Comparison
FAGIX has a 0.67% expense ratio, which is lower than SPHIX's 0.70% expense ratio.
Risk-Adjusted Performance
FAGIX vs. SPHIX — Risk-Adjusted Performance Rank
FAGIX
SPHIX
FAGIX vs. SPHIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Capital & Income Fund (FAGIX) and Fidelity High Income Fund (SPHIX). 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
FAGIX vs. SPHIX - Dividend Comparison
FAGIX's dividend yield for the trailing twelve months is around 4.59%, less than SPHIX's 5.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGIX Fidelity Capital & Income Fund | 4.59% | 5.03% | 5.29% | 11.37% | 6.55% | 4.88% | 5.00% | 7.39% | 5.05% | 4.12% | 5.01% | 8.08% |
SPHIX Fidelity High Income Fund | 5.77% | 6.09% | 5.43% | 5.17% | 4.74% | 4.71% | 5.11% | 6.01% | 5.40% | 5.45% | 6.26% | 6.98% |
Drawdowns
FAGIX vs. SPHIX - Drawdown Comparison
The maximum FAGIX drawdown since its inception was -37.80%, which is greater than SPHIX's maximum drawdown of -31.35%. Use the drawdown chart below to compare losses from any high point for FAGIX and SPHIX. For additional features, visit the drawdowns tool.
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Volatility
FAGIX vs. SPHIX - Volatility Comparison
Fidelity Capital & Income Fund (FAGIX) has a higher volatility of 2.21% compared to Fidelity High Income Fund (SPHIX) at 1.24%. This indicates that FAGIX's price experiences larger fluctuations and is considered to be riskier than SPHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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