GSRAX vs. FAGIX
Compare and contrast key facts about Goldman Sachs Rising Dividend Growth Fund (GSRAX) and Fidelity Capital & Income Fund (FAGIX).
GSRAX is managed by Goldman Sachs. It was launched on Mar 23, 2004. 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: GSRAX or FAGIX.
Correlation
The correlation between GSRAX and FAGIX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GSRAX vs. FAGIX - Performance Comparison
Key characteristics
GSRAX:
0.17
FAGIX:
2.12
GSRAX:
0.31
FAGIX:
3.02
GSRAX:
1.05
FAGIX:
1.42
GSRAX:
0.07
FAGIX:
2.10
GSRAX:
0.45
FAGIX:
12.91
GSRAX:
6.23%
FAGIX:
0.85%
GSRAX:
16.29%
FAGIX:
5.19%
GSRAX:
-69.73%
FAGIX:
-37.80%
GSRAX:
-39.19%
FAGIX:
-0.42%
Returns By Period
In the year-to-date period, GSRAX achieves a 5.30% return, which is significantly higher than FAGIX's 2.03% return. Over the past 10 years, GSRAX has underperformed FAGIX with an annualized return of -3.90%, while FAGIX has yielded a comparatively higher 4.97% annualized return.
GSRAX
5.30%
0.43%
-6.17%
2.81%
4.56%
-3.90%
FAGIX
2.03%
-0.13%
6.02%
11.79%
4.56%
4.97%
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GSRAX vs. FAGIX - Expense Ratio Comparison
GSRAX has a 1.03% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
GSRAX vs. FAGIX — Risk-Adjusted Performance Rank
GSRAX
FAGIX
GSRAX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Rising Dividend Growth Fund (GSRAX) 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
GSRAX vs. FAGIX - Dividend Comparison
GSRAX's dividend yield for the trailing twelve months is around 1.63%, less than FAGIX's 4.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSRAX Goldman Sachs Rising Dividend Growth Fund | 1.63% | 1.71% | 3.60% | 2.38% | 2.60% | 4.01% | 2.72% | 3.69% | 1.81% | 1.41% | 0.92% | 0.63% |
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
GSRAX vs. FAGIX - Drawdown Comparison
The maximum GSRAX drawdown since its inception was -69.73%, which is greater than FAGIX's maximum drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for GSRAX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
GSRAX vs. FAGIX - Volatility Comparison
Goldman Sachs Rising Dividend Growth Fund (GSRAX) has a higher volatility of 2.79% compared to Fidelity Capital & Income Fund (FAGIX) at 1.85%. This indicates that GSRAX's price experiences larger fluctuations and is considered to be riskier than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.