FIQTX vs. FAGIX
Compare and contrast key facts about Fidelity Advisor High Income Advantage Fund Class Z (FIQTX) and Fidelity Capital & Income Fund (FAGIX).
FIQTX is managed by Fidelity. It was launched on Oct 2, 2018. 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: FIQTX or FAGIX.
Correlation
The correlation between FIQTX and FAGIX is 0.97, 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
FIQTX vs. FAGIX - Performance Comparison
Key characteristics
FIQTX:
2.31
FAGIX:
2.18
FIQTX:
3.30
FAGIX:
3.11
FIQTX:
1.46
FAGIX:
1.43
FIQTX:
4.03
FAGIX:
2.17
FIQTX:
14.25
FAGIX:
13.30
FIQTX:
0.82%
FAGIX:
0.85%
FIQTX:
5.03%
FAGIX:
5.19%
FIQTX:
-28.49%
FAGIX:
-37.80%
FIQTX:
-0.09%
FAGIX:
-0.23%
Returns By Period
The year-to-date returns for both stocks are quite close, with FIQTX having a 2.27% return and FAGIX slightly lower at 2.23%.
FIQTX
2.27%
0.72%
5.90%
11.57%
5.38%
N/A
FAGIX
2.23%
0.55%
5.91%
11.89%
4.60%
5.01%
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FIQTX vs. FAGIX - Expense Ratio Comparison
FIQTX has a 0.64% expense ratio, which is lower than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
FIQTX vs. FAGIX — Risk-Adjusted Performance Rank
FIQTX
FAGIX
FIQTX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor High Income Advantage Fund Class Z (FIQTX) 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
FIQTX vs. FAGIX - Dividend Comparison
FIQTX's dividend yield for the trailing twelve months is around 4.93%, which matches FAGIX's 4.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIQTX Fidelity Advisor High Income Advantage Fund Class Z | 4.93% | 5.05% | 5.22% | 4.84% | 3.32% | 3.81% | 4.53% | 2.55% | 0.00% | 0.00% | 0.00% | 0.00% |
FAGIX Fidelity Capital & Income Fund | 4.90% | 5.03% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.28% | 4.01% | 4.12% | 5.01% | 8.08% |
Drawdowns
FIQTX vs. FAGIX - Drawdown Comparison
The maximum FIQTX drawdown since its inception was -28.49%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FIQTX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
FIQTX vs. FAGIX - Volatility Comparison
Fidelity Advisor High Income Advantage Fund Class Z (FIQTX) and Fidelity Capital & Income Fund (FAGIX) have volatilities of 1.89% and 1.90%, 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.