FCBFX vs. FAGIX
Compare and contrast key facts about Fidelity Corporate Bond Fund (FCBFX) and Fidelity Capital & Income Fund (FAGIX).
FCBFX is managed by Fidelity. It was launched on May 4, 2010. FAGIX is managed by Fidelity. It was launched on Nov 1, 1977.
Performance
FCBFX vs. FAGIX - Performance Comparison
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FCBFX vs. FAGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCBFX Fidelity Corporate Bond Fund | -1.20% | 7.86% | 2.82% | 8.82% | -17.11% | -1.59% | 10.59% | 14.48% | -2.56% | 6.83% |
FAGIX Fidelity Capital & Income Fund | -0.85% | 12.38% | 10.69% | 13.02% | -11.50% | 11.13% | 9.95% | 18.96% | -7.17% | 11.66% |
Returns By Period
In the year-to-date period, FCBFX achieves a -1.20% return, which is significantly lower than FAGIX's -0.85% return. Over the past 10 years, FCBFX has underperformed FAGIX with an annualized return of 2.84%, while FAGIX has yielded a comparatively higher 7.42% annualized return.
FCBFX
- 1D
- 0.57%
- 1M
- -2.76%
- YTD
- -1.20%
- 6M
- -0.42%
- 1Y
- 4.08%
- 3Y*
- 4.82%
- 5Y*
- 0.46%
- 10Y*
- 2.84%
FAGIX
- 1D
- -0.56%
- 1M
- -3.17%
- YTD
- -0.85%
- 6M
- 0.91%
- 1Y
- 12.88%
- 3Y*
- 10.34%
- 5Y*
- 5.79%
- 10Y*
- 7.42%
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FCBFX vs. FAGIX - Expense Ratio Comparison
FCBFX has a 0.44% expense ratio, which is lower than FAGIX's 0.67% expense ratio.
Return for Risk
FCBFX vs. FAGIX — Risk / Return Rank
FCBFX
FAGIX
FCBFX vs. FAGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Corporate Bond Fund (FCBFX) 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.
| FCBFX | FAGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.91 | -0.94 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.63 | -1.26 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.39 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.79 | -1.24 |
Martin ratioReturn relative to average drawdown | 5.00 | 11.77 | -6.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCBFX | FAGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.91 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.90 | -0.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.96 | -0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.85 | -0.16 |
Correlation
The correlation between FCBFX and FAGIX is 0.11, 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.
Dividends
FCBFX vs. FAGIX - Dividend Comparison
FCBFX's dividend yield for the trailing twelve months is around 3.85%, less than FAGIX's 4.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCBFX Fidelity Corporate Bond Fund | 3.85% | 4.11% | 3.95% | 3.74% | 2.53% | 2.82% | 3.19% | 3.28% | 3.65% | 3.16% | 3.55% | 3.01% |
FAGIX Fidelity Capital & Income Fund | 4.43% | 4.74% | 5.02% | 5.28% | 10.25% | 6.08% | 4.59% | 5.00% | 5.67% | 5.05% | 4.57% | 4.51% |
Drawdowns
FCBFX vs. FAGIX - Drawdown Comparison
The maximum FCBFX drawdown since its inception was -23.23%, smaller than the maximum FAGIX drawdown of -37.97%. Use the drawdown chart below to compare losses from any high point for FCBFX and FAGIX.
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Drawdown Indicators
| FCBFX | FAGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.23% | -37.97% | +14.74% |
Max Drawdown (1Y)Largest decline over 1 year | -3.31% | -4.41% | +1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -23.21% | -15.42% | -7.79% |
Max Drawdown (10Y)Largest decline over 10 years | -23.23% | -28.45% | +5.22% |
Current DrawdownCurrent decline from peak | -2.76% | -3.49% | +0.73% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -7.01% | +3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 1.05% | -0.02% |
Volatility
FCBFX vs. FAGIX - Volatility Comparison
The current volatility for Fidelity Corporate Bond Fund (FCBFX) is 1.85%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 2.47%. This indicates that FCBFX 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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Volatility by Period
| FCBFX | FAGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 2.47% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 2.86% | 4.53% | -1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.78% | 6.95% | -2.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.68% | 6.47% | +0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.94% | 7.78% | -1.84% |