Correlation
The correlation between FSTGX and EVGOX is -0.02. 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.
FSTGX vs. EVGOX
Compare and contrast key facts about Fidelity Intermediate Government Income Fund (FSTGX) and Eaton Vance Government Opportunities Fund (EVGOX).
FSTGX is managed by Fidelity. It was launched on May 2, 1988. EVGOX is managed by Eaton Vance. It was launched on Aug 23, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTGX or EVGOX.
Performance
FSTGX vs. EVGOX - Performance Comparison
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Key characteristics
FSTGX:
1.72
EVGOX:
1.34
FSTGX:
2.47
EVGOX:
1.98
FSTGX:
1.31
EVGOX:
1.25
FSTGX:
0.69
EVGOX:
1.23
FSTGX:
4.26
EVGOX:
3.29
FSTGX:
1.30%
EVGOX:
2.67%
FSTGX:
3.49%
EVGOX:
6.59%
FSTGX:
-13.16%
EVGOX:
-17.65%
FSTGX:
-3.05%
EVGOX:
-1.96%
Returns By Period
In the year-to-date period, FSTGX achieves a 2.52% return, which is significantly lower than EVGOX's 3.99% return. Both investments have delivered pretty close results over the past 10 years, with FSTGX having a 1.08% annualized return and EVGOX not far ahead at 1.10%.
FSTGX
2.52%
-0.51%
2.16%
5.54%
1.74%
-0.53%
1.08%
EVGOX
3.99%
-1.49%
2.71%
7.84%
1.73%
0.56%
1.10%
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FSTGX vs. EVGOX - Expense Ratio Comparison
FSTGX has a 0.45% expense ratio, which is lower than EVGOX's 1.05% expense ratio.
Risk-Adjusted Performance
FSTGX vs. EVGOX — Risk-Adjusted Performance Rank
FSTGX
EVGOX
FSTGX vs. EVGOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Government Income Fund (FSTGX) and Eaton Vance Government Opportunities Fund (EVGOX). 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
FSTGX vs. EVGOX - Dividend Comparison
FSTGX's dividend yield for the trailing twelve months is around 2.80%, less than EVGOX's 5.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTGX Fidelity Intermediate Government Income Fund | 2.80% | 2.95% | 2.11% | 1.43% | 0.92% | 2.66% | 1.85% | 1.84% | 1.47% | 2.06% | 1.88% | 1.25% |
EVGOX Eaton Vance Government Opportunities Fund | 5.11% | 5.76% | 5.55% | 2.75% | 1.78% | 2.19% | 3.26% | 3.35% | 3.53% | 3.30% | 3.81% | 4.16% |
Drawdowns
FSTGX vs. EVGOX - Drawdown Comparison
The maximum FSTGX drawdown since its inception was -13.16%, smaller than the maximum EVGOX drawdown of -17.65%. Use the drawdown chart below to compare losses from any high point for FSTGX and EVGOX.
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Volatility
FSTGX vs. EVGOX - Volatility Comparison
The current volatility for Fidelity Intermediate Government Income Fund (FSTGX) is 0.97%, while Eaton Vance Government Opportunities Fund (EVGOX) has a volatility of 1.46%. This indicates that FSTGX experiences smaller price fluctuations and is considered to be less risky than EVGOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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