FIPDX vs. FAGIX
Compare and contrast key facts about Fidelity Inflation-Protected Bond Index Fund (FIPDX) and Fidelity Capital & Income Fund (FAGIX).
FIPDX is managed by Fidelity. It was launched on May 16, 2012. 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: FIPDX or FAGIX.
Key characteristics
| FIPDX | FAGIX | |
|---|---|---|
| YTD Return | 0.20% | 5.02% |
| 1Y Return | 0.93% | 14.10% |
| 3Y Return (Ann) | -1.41% | 3.74% |
| 5Y Return (Ann) | 2.32% | 6.78% |
| 10Y Return (Ann) | 1.91% | 6.16% |
| Sharpe Ratio | 0.24 | 3.00 |
| Daily Std Dev | 5.75% | 4.71% |
| Max Drawdown | -14.29% | -37.80% |
| Current Drawdown | -9.07% | -0.30% |
Correlation
The correlation between FIPDX and FAGIX is 0.05, 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
FIPDX vs. FAGIX - Performance Comparison
In the year-to-date period, FIPDX achieves a 0.20% return, which is significantly lower than FAGIX's 5.02% return. Over the past 10 years, FIPDX has underperformed FAGIX with an annualized return of 1.91%, while FAGIX has yielded a comparatively higher 6.16% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIPDX vs. FAGIX - Expense Ratio Comparison
FIPDX has a 0.05% expense ratio, which is lower than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
FIPDX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Inflation-Protected Bond Index Fund (FIPDX) 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
FIPDX vs. FAGIX - Dividend Comparison
FIPDX's dividend yield for the trailing twelve months is around 3.73%, less than FAGIX's 5.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIPDX Fidelity Inflation-Protected Bond Index Fund | 3.73% | 3.59% | 8.87% | 4.76% | 1.24% | 1.96% | 2.31% | 1.25% | 1.59% | 0.38% | 1.10% | 0.66% |
FAGIX Fidelity Capital & Income Fund | 5.19% | 5.29% | 11.37% | 6.55% | 4.88% | 4.98% | 7.31% | 5.03% | 4.12% | 5.00% | 8.04% | 5.47% |
Drawdowns
FIPDX vs. FAGIX - Drawdown Comparison
The maximum FIPDX drawdown since its inception was -14.29%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FIPDX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
FIPDX vs. FAGIX - Volatility Comparison
The current volatility for Fidelity Inflation-Protected Bond Index Fund (FIPDX) is 1.09%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 1.64%. This indicates that FIPDX 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.