FEQIX vs. FAGIX
Compare and contrast key facts about Fidelity Equity-Income Fund (FEQIX) and Fidelity Capital & Income Fund (FAGIX).
FEQIX is managed by Fidelity. It was launched on May 16, 1966. 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: FEQIX or FAGIX.
Performance
FEQIX vs. FAGIX - Performance Comparison
Returns By Period
In the year-to-date period, FEQIX achieves a 20.09% return, which is significantly higher than FAGIX's 12.00% return. Over the past 10 years, FEQIX has outperformed FAGIX with an annualized return of 5.53%, while FAGIX has yielded a comparatively lower 5.12% annualized return.
FEQIX
20.09%
0.87%
10.38%
23.62%
7.31%
5.53%
FAGIX
12.00%
1.47%
6.77%
16.43%
5.16%
5.12%
Key characteristics
| FEQIX | FAGIX | |
|---|---|---|
| Sharpe Ratio | 2.42 | 3.36 |
| Sortino Ratio | 3.35 | 5.16 |
| Omega Ratio | 1.44 | 1.74 |
| Calmar Ratio | 2.49 | 1.63 |
| Martin Ratio | 17.07 | 23.55 |
| Ulcer Index | 1.41% | 0.69% |
| Daily Std Dev | 9.94% | 4.77% |
| Max Drawdown | -62.07% | -37.80% |
| Current Drawdown | -0.39% | -0.10% |
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FEQIX vs. FAGIX - Expense Ratio Comparison
FEQIX has a 0.57% expense ratio, which is lower than FAGIX's 0.67% expense ratio.
Correlation
The correlation between FEQIX and FAGIX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
FEQIX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity-Income Fund (FEQIX) 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
FEQIX vs. FAGIX - Dividend Comparison
FEQIX's dividend yield for the trailing twelve months is around 1.54%, less than FAGIX's 5.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQIX Fidelity Equity-Income Fund | 1.54% | 1.78% | 1.93% | 1.55% | 1.50% | 1.82% | 2.73% | 2.03% | 2.37% | 7.35% | 8.14% | 2.18% |
FAGIX Fidelity Capital & Income Fund | 5.00% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.27% | 4.01% | 4.12% | 5.00% | 8.04% | 5.47% |
Drawdowns
FEQIX vs. FAGIX - Drawdown Comparison
The maximum FEQIX drawdown since its inception was -62.07%, which is greater than FAGIX's maximum drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FEQIX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
FEQIX vs. FAGIX - Volatility Comparison
Fidelity Equity-Income Fund (FEQIX) has a higher volatility of 3.18% compared to Fidelity Capital & Income Fund (FAGIX) at 1.24%. This indicates that FEQIX's price experiences larger fluctuations and is considered to be riskier than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.