FIWGX vs. FAGIX
Compare and contrast key facts about Strategic Advisers Fidelity Core Income Fund (FIWGX) and Fidelity Capital & Income Fund (FAGIX).
FIWGX is managed by Fidelity. It was launched on Oct 16, 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: FIWGX or FAGIX.
Key characteristics
| FIWGX | FAGIX | |
|---|---|---|
| YTD Return | 2.50% | 11.35% |
| 1Y Return | 8.33% | 16.38% |
| 3Y Return (Ann) | -1.70% | 1.39% |
| 5Y Return (Ann) | -0.08% | 4.96% |
| Sharpe Ratio | 1.30 | 3.36 |
| Sortino Ratio | 1.93 | 5.15 |
| Omega Ratio | 1.23 | 1.74 |
| Calmar Ratio | 0.49 | 1.50 |
| Martin Ratio | 4.73 | 23.53 |
| Ulcer Index | 1.60% | 0.68% |
| Daily Std Dev | 5.87% | 4.74% |
| Max Drawdown | -20.11% | -37.80% |
| Current Drawdown | -8.92% | -0.68% |
Correlation
The correlation between FIWGX and FAGIX is 0.21, 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
FIWGX vs. FAGIX - Performance Comparison
In the year-to-date period, FIWGX achieves a 2.50% return, which is significantly lower than FAGIX's 11.35% 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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FIWGX vs. FAGIX - Expense Ratio Comparison
FIWGX has a 0.46% expense ratio, which is lower than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
FIWGX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Core Income Fund (FIWGX) 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
FIWGX vs. FAGIX - Dividend Comparison
FIWGX's dividend yield for the trailing twelve months is around 4.18%, less than FAGIX's 5.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | 4.18% | 3.80% | 3.01% | 2.02% | 2.50% | 3.01% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FAGIX Fidelity Capital & Income Fund | 5.03% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.27% | 4.01% | 4.12% | 5.00% | 8.04% | 5.47% |
Drawdowns
FIWGX vs. FAGIX - Drawdown Comparison
The maximum FIWGX drawdown since its inception was -20.11%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FIWGX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
FIWGX vs. FAGIX - Volatility Comparison
Strategic Advisers Fidelity Core Income Fund (FIWGX) has a higher volatility of 1.77% compared to Fidelity Capital & Income Fund (FAGIX) at 1.16%. This indicates that FIWGX'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.