FLATX vs. FAGIX
Compare and contrast key facts about Fidelity Latin America Fund (FLATX) and Fidelity Capital & Income Fund (FAGIX).
FLATX is managed by Fidelity. It was launched on Apr 19, 1993. 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: FLATX or FAGIX.
Correlation
The correlation between FLATX and FAGIX is 0.58, 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.
Performance
FLATX vs. FAGIX - Performance Comparison
Key characteristics
Returns By Period
FLATX
N/A
N/A
N/A
N/A
N/A
N/A
FAGIX
-1.09%
-0.60%
-0.13%
7.26%
7.34%
4.49%
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FLATX vs. FAGIX - Expense Ratio Comparison
FLATX has a 1.04% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
FLATX vs. FAGIX — Risk-Adjusted Performance Rank
FLATX
FAGIX
FLATX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Latin America Fund (FLATX) 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
FLATX vs. FAGIX - Dividend Comparison
FLATX has not paid dividends to shareholders, while FAGIX's dividend yield for the trailing twelve months is around 5.04%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLATX Fidelity Latin America Fund | 2.40% | 2.40% | 4.14% | 9.18% | 2.77% | 0.06% | 2.32% | 2.35% | 1.52% | 2.48% | 3.04% | 11.01% |
FAGIX Fidelity Capital & Income Fund | 5.04% | 5.03% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.28% | 4.01% | 4.12% | 5.01% | 8.08% |
Drawdowns
FLATX vs. FAGIX - Drawdown Comparison
Volatility
FLATX vs. FAGIX - Volatility Comparison
The current volatility for Fidelity Latin America Fund (FLATX) is 0.00%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 4.43%. This indicates that FLATX 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.