FSTZX vs. FAGIX
Compare and contrast key facts about Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) and Fidelity Capital & Income Fund (FAGIX).
FSTZX is managed by Fidelity Investments. It was launched on Jan 17, 2022. 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: FSTZX or FAGIX.
Correlation
The correlation between FSTZX and FAGIX is 0.28, 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
FSTZX vs. FAGIX - Performance Comparison
Key characteristics
FSTZX:
3.42
FAGIX:
2.12
FSTZX:
5.24
FAGIX:
3.02
FSTZX:
1.79
FAGIX:
1.42
FSTZX:
7.96
FAGIX:
2.10
FSTZX:
24.75
FAGIX:
12.91
FSTZX:
0.25%
FAGIX:
0.85%
FSTZX:
1.83%
FAGIX:
5.19%
FSTZX:
-5.30%
FAGIX:
-37.80%
FSTZX:
0.00%
FAGIX:
-0.42%
Returns By Period
In the year-to-date period, FSTZX achieves a 1.35% return, which is significantly lower than FAGIX's 2.03% return.
FSTZX
1.35%
0.82%
2.56%
6.25%
N/A
N/A
FAGIX
2.03%
-0.13%
6.02%
11.79%
4.56%
4.97%
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FSTZX vs. FAGIX - Expense Ratio Comparison
FSTZX has a 0.00% expense ratio, which is lower than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
FSTZX vs. FAGIX — Risk-Adjusted Performance Rank
FSTZX
FAGIX
FSTZX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) 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
FSTZX vs. FAGIX - Dividend Comparison
FSTZX's dividend yield for the trailing twelve months is around 2.72%, less than FAGIX's 4.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTZX Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 2.72% | 2.78% | 2.55% | 5.25% | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FAGIX Fidelity Capital & Income Fund | 4.91% | 5.03% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.28% | 4.01% | 4.12% | 5.01% | 8.08% |
Drawdowns
FSTZX vs. FAGIX - Drawdown Comparison
The maximum FSTZX drawdown since its inception was -5.30%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FSTZX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
FSTZX vs. FAGIX - Volatility Comparison
The current volatility for Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) is 0.52%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 1.85%. This indicates that FSTZX 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.