FAHCX vs. FAGIX
Compare and contrast key facts about Fidelity Advisor High Income Advantage Fund Class I (FAHCX) and Fidelity Capital & Income Fund (FAGIX).
FAHCX is managed by Fidelity. It was launched on Jul 3, 1995. 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: FAHCX or FAGIX.
Correlation
The correlation between FAHCX and FAGIX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FAHCX vs. FAGIX - Performance Comparison
Key characteristics
FAHCX:
2.14
FAGIX:
2.12
FAHCX:
3.05
FAGIX:
3.02
FAHCX:
1.42
FAGIX:
1.42
FAHCX:
3.44
FAGIX:
2.10
FAHCX:
12.97
FAGIX:
12.91
FAHCX:
0.83%
FAGIX:
0.85%
FAHCX:
5.03%
FAGIX:
5.19%
FAHCX:
-48.54%
FAGIX:
-37.80%
FAHCX:
-0.27%
FAGIX:
-0.42%
Returns By Period
The year-to-date returns for both stocks are quite close, with FAHCX having a 2.08% return and FAGIX slightly lower at 2.03%. Over the past 10 years, FAHCX has outperformed FAGIX with an annualized return of 5.77%, while FAGIX has yielded a comparatively lower 4.97% annualized return.
FAHCX
2.08%
0.08%
5.85%
11.37%
5.24%
5.77%
FAGIX
2.03%
-0.13%
6.02%
11.79%
4.56%
4.97%
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FAHCX vs. FAGIX - Expense Ratio Comparison
FAHCX has a 0.74% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
FAHCX vs. FAGIX — Risk-Adjusted Performance Rank
FAHCX
FAGIX
FAHCX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor High Income Advantage Fund Class I (FAHCX) 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
FAHCX vs. FAGIX - Dividend Comparison
FAHCX's dividend yield for the trailing twelve months is around 4.85%, less than FAGIX's 4.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAHCX Fidelity Advisor High Income Advantage Fund Class I | 4.85% | 4.96% | 5.12% | 4.73% | 3.23% | 3.71% | 4.45% | 6.08% | 4.94% | 4.74% | 5.28% | 4.71% |
FAGIX Fidelity Capital & Income Fund | 4.91% | 5.03% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.28% | 4.01% | 4.12% | 5.01% | 8.08% |
Drawdowns
FAHCX vs. FAGIX - Drawdown Comparison
The maximum FAHCX drawdown since its inception was -48.54%, which is greater than FAGIX's maximum drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FAHCX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
FAHCX vs. FAGIX - Volatility Comparison
Fidelity Advisor High Income Advantage Fund Class I (FAHCX) and Fidelity Capital & Income Fund (FAGIX) have volatilities of 1.82% and 1.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.