FSTGX vs. PHIYX
Compare and contrast key facts about Fidelity Intermediate Government Income Fund (FSTGX) and PIMCO High Yield Fund (PHIYX).
FSTGX is managed by Fidelity. It was launched on May 2, 1988. PHIYX is managed by PIMCO. It was launched on Dec 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTGX or PHIYX.
Correlation
The correlation between FSTGX and PHIYX is 0.23, 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
FSTGX vs. PHIYX - Performance Comparison
Key characteristics
FSTGX:
0.55
PHIYX:
2.19
FSTGX:
0.81
PHIYX:
3.30
FSTGX:
1.10
PHIYX:
1.46
FSTGX:
0.19
PHIYX:
3.00
FSTGX:
1.57
PHIYX:
12.79
FSTGX:
1.28%
PHIYX:
0.58%
FSTGX:
3.64%
PHIYX:
3.37%
FSTGX:
-14.47%
PHIYX:
-32.73%
FSTGX:
-7.36%
PHIYX:
-0.86%
Returns By Period
In the year-to-date period, FSTGX achieves a 1.92% return, which is significantly lower than PHIYX's 6.04% return. Over the past 10 years, FSTGX has underperformed PHIYX with an annualized return of 0.61%, while PHIYX has yielded a comparatively higher 4.14% annualized return.
FSTGX
1.92%
-0.41%
1.08%
2.30%
-0.27%
0.61%
PHIYX
6.04%
0.00%
4.00%
7.26%
2.90%
4.14%
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FSTGX vs. PHIYX - Expense Ratio Comparison
FSTGX has a 0.45% expense ratio, which is lower than PHIYX's 0.56% expense ratio.
Risk-Adjusted Performance
FSTGX vs. PHIYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Government Income Fund (FSTGX) and PIMCO High Yield Fund (PHIYX). 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
FSTGX vs. PHIYX - Dividend Comparison
FSTGX's dividend yield for the trailing twelve months is around 2.80%, less than PHIYX's 5.58% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Intermediate Government Income Fund | 2.80% | 2.11% | 1.43% | 0.85% | 1.19% | 1.85% | 1.84% | 1.47% | 1.22% | 1.76% | 1.25% | 1.65% |
PIMCO High Yield Fund | 5.58% | 5.62% | 5.42% | 4.53% | 4.56% | 5.04% | 5.63% | 5.12% | 5.38% | 6.16% | 6.58% | 5.94% |
Drawdowns
FSTGX vs. PHIYX - Drawdown Comparison
The maximum FSTGX drawdown since its inception was -14.47%, smaller than the maximum PHIYX drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for FSTGX and PHIYX. For additional features, visit the drawdowns tool.
Volatility
FSTGX vs. PHIYX - Volatility Comparison
Fidelity Intermediate Government Income Fund (FSTGX) has a higher volatility of 1.02% compared to PIMCO High Yield Fund (PHIYX) at 0.62%. This indicates that FSTGX's price experiences larger fluctuations and is considered to be riskier than PHIYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.