Correlation
The correlation between FPCIX and AMCPX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
FPCIX vs. AMCPX
Compare and contrast key facts about Strategic Advisers Core Income Fund (FPCIX) and American Funds AMCAP Fund Class A (AMCPX).
FPCIX is managed by Fidelity. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPCIX or AMCPX.
Performance
FPCIX vs. AMCPX - Performance Comparison
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Key characteristics
FPCIX:
1.19
AMCPX:
0.65
FPCIX:
1.55
AMCPX:
0.91
FPCIX:
1.19
AMCPX:
1.13
FPCIX:
0.55
AMCPX:
0.59
FPCIX:
2.80
AMCPX:
2.14
FPCIX:
2.05%
AMCPX:
5.41%
FPCIX:
5.46%
AMCPX:
21.07%
FPCIX:
-18.98%
AMCPX:
-52.55%
FPCIX:
-5.47%
AMCPX:
-3.23%
Returns By Period
In the year-to-date period, FPCIX achieves a 2.43% return, which is significantly higher than AMCPX's 1.57% return. Over the past 10 years, FPCIX has underperformed AMCPX with an annualized return of 2.07%, while AMCPX has yielded a comparatively higher 10.46% annualized return.
FPCIX
2.43%
-0.88%
1.10%
6.49%
1.84%
-0.12%
2.07%
AMCPX
1.57%
7.08%
-0.14%
13.68%
14.53%
11.72%
10.46%
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FPCIX vs. AMCPX - Expense Ratio Comparison
FPCIX has a 0.31% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Risk-Adjusted Performance
FPCIX vs. AMCPX — Risk-Adjusted Performance Rank
FPCIX
AMCPX
FPCIX vs. AMCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Core Income Fund (FPCIX) and American Funds AMCAP Fund Class A (AMCPX). 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.
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Dividends
FPCIX vs. AMCPX - Dividend Comparison
FPCIX's dividend yield for the trailing twelve months is around 4.53%, less than AMCPX's 8.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPCIX Strategic Advisers Core Income Fund | 4.53% | 4.55% | 3.89% | 3.49% | 3.16% | 4.99% | 3.75% | 2.93% | 2.70% | 3.67% | 3.11% | 3.08% |
AMCPX American Funds AMCAP Fund Class A | 8.06% | 8.19% | 3.26% | 7.54% | 5.94% | 3.88% | 4.90% | 10.89% | 5.37% | 3.81% | 8.86% | 9.33% |
Drawdowns
FPCIX vs. AMCPX - Drawdown Comparison
The maximum FPCIX drawdown since its inception was -18.98%, smaller than the maximum AMCPX drawdown of -52.55%. Use the drawdown chart below to compare losses from any high point for FPCIX and AMCPX.
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Volatility
FPCIX vs. AMCPX - Volatility Comparison
The current volatility for Strategic Advisers Core Income Fund (FPCIX) is 1.45%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.47%. This indicates that FPCIX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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