KORP vs. FAGIX
Compare and contrast key facts about American Century Diversified Corporate Bond ETF (KORP) and Fidelity Capital & Income Fund (FAGIX).
KORP is an actively managed fund by American Century Investments. It was launched on Jan 11, 2018. 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: KORP or FAGIX.
Correlation
The correlation between KORP and FAGIX is 0.33, 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
KORP vs. FAGIX - Performance Comparison
Key characteristics
KORP:
0.50
FAGIX:
2.25
KORP:
0.75
FAGIX:
3.30
KORP:
1.09
FAGIX:
1.45
KORP:
0.39
FAGIX:
1.64
KORP:
1.58
FAGIX:
12.84
KORP:
1.73%
FAGIX:
0.86%
KORP:
5.43%
FAGIX:
4.91%
KORP:
-14.90%
FAGIX:
-37.80%
KORP:
-4.85%
FAGIX:
-2.07%
Returns By Period
In the year-to-date period, KORP achieves a -1.28% return, which is significantly lower than FAGIX's 0.30% return.
KORP
-1.28%
-2.36%
-0.44%
2.48%
0.96%
N/A
FAGIX
0.30%
-1.32%
3.32%
10.62%
4.15%
5.15%
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KORP vs. FAGIX - Expense Ratio Comparison
KORP has a 0.29% expense ratio, which is lower than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
KORP vs. FAGIX — Risk-Adjusted Performance Rank
KORP
FAGIX
KORP vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Diversified Corporate Bond ETF (KORP) 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
KORP vs. FAGIX - Dividend Comparison
KORP's dividend yield for the trailing twelve months is around 5.15%, more than FAGIX's 4.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KORP American Century Diversified Corporate Bond ETF | 5.15% | 5.09% | 4.43% | 2.89% | 1.86% | 3.22% | 3.19% | 3.26% | 0.00% | 0.00% | 0.00% | 0.00% |
FAGIX Fidelity Capital & Income Fund | 4.55% | 4.56% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.27% | 4.01% | 4.12% | 5.00% | 8.04% |
Drawdowns
KORP vs. FAGIX - Drawdown Comparison
The maximum KORP drawdown since its inception was -14.90%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for KORP and FAGIX. For additional features, visit the drawdowns tool.
Volatility
KORP vs. FAGIX - Volatility Comparison
American Century Diversified Corporate Bond ETF (KORP) and Fidelity Capital & Income Fund (FAGIX) have volatilities of 1.56% and 1.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.