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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCBFX or FAGIX.
Correlation
The correlation between FCBFX and FAGIX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FCBFX vs. FAGIX - Performance Comparison
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Key characteristics
FCBFX:
0.88
FAGIX:
0.89
FCBFX:
1.39
FAGIX:
1.26
FCBFX:
1.16
FAGIX:
1.18
FCBFX:
0.44
FAGIX:
0.86
FCBFX:
2.70
FAGIX:
3.24
FCBFX:
2.04%
FAGIX:
1.93%
FCBFX:
5.86%
FAGIX:
6.91%
FCBFX:
-23.12%
FAGIX:
-37.80%
FCBFX:
-7.35%
FAGIX:
-2.49%
Returns By Period
In the year-to-date period, FCBFX achieves a 1.37% return, which is significantly higher than FAGIX's -0.09% return. Over the past 10 years, FCBFX has underperformed FAGIX with an annualized return of 2.48%, while FAGIX has yielded a comparatively higher 6.08% annualized return.
FCBFX
1.37%
1.71%
0.13%
5.51%
0.37%
2.48%
FAGIX
-0.09%
3.72%
-0.78%
6.26%
9.15%
6.08%
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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.
Risk-Adjusted Performance
FCBFX vs. FAGIX — Risk-Adjusted Performance Rank
FCBFX
FAGIX
FCBFX vs. FAGIX - Risk-Adjusted Performance 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.
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Dividends
FCBFX vs. FAGIX - Dividend Comparison
FCBFX's dividend yield for the trailing twelve months is around 4.05%, less than FAGIX's 4.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCBFX Fidelity Corporate Bond Fund | 4.05% | 3.94% | 3.74% | 3.37% | 2.53% | 2.58% | 3.29% | 3.64% | 3.17% | 3.26% | 3.32% | 3.07% |
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% |
Drawdowns
FCBFX vs. FAGIX - Drawdown Comparison
The maximum FCBFX drawdown since its inception was -23.12%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FCBFX and FAGIX. For additional features, visit the drawdowns tool.
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Volatility
FCBFX vs. FAGIX - Volatility Comparison
The current volatility for Fidelity Corporate Bond Fund (FCBFX) is 1.67%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 2.21%. 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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