LSBDX vs. FAGIX
Compare and contrast key facts about Loomis Sayles Bond Fund (LSBDX) and Fidelity Capital & Income Fund (FAGIX).
LSBDX is managed by Loomis Sayles Funds. It was launched on May 15, 1991. 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: LSBDX or FAGIX.
Key characteristics
| LSBDX | FAGIX | |
|---|---|---|
| YTD Return | 7.57% | 8.36% |
| 1Y Return | 13.78% | 13.91% |
| 3Y Return (Ann) | 0.41% | 3.24% |
| 5Y Return (Ann) | 1.87% | 6.83% |
| 10Y Return (Ann) | 2.20% | 6.20% |
| Sharpe Ratio | 2.35 | 2.88 |
| Daily Std Dev | 5.90% | 5.13% |
| Max Drawdown | -30.57% | -37.79% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between LSBDX and FAGIX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LSBDX vs. FAGIX - Performance Comparison
In the year-to-date period, LSBDX achieves a 7.57% return, which is significantly lower than FAGIX's 8.36% return. Over the past 10 years, LSBDX has underperformed FAGIX with an annualized return of 2.20%, while FAGIX has yielded a comparatively higher 6.20% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LSBDX vs. FAGIX - Expense Ratio Comparison
Both LSBDX and FAGIX have an expense ratio of 0.67%.
Risk-Adjusted Performance
LSBDX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Bond Fund (LSBDX) 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
LSBDX vs. FAGIX - Dividend Comparison
LSBDX's dividend yield for the trailing twelve months is around 5.30%, more than FAGIX's 5.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSBDX Loomis Sayles Bond Fund | 5.30% | 5.09% | 5.13% | 2.88% | 3.83% | 3.84% | 3.78% | 5.86% | 3.13% | 7.37% | 7.04% | 5.46% |
FAGIX Fidelity Capital & Income Fund | 5.17% | 5.29% | 11.37% | 6.55% | 4.88% | 4.98% | 7.31% | 5.03% | 4.12% | 5.00% | 8.04% | 5.47% |
Drawdowns
LSBDX vs. FAGIX - Drawdown Comparison
The maximum LSBDX drawdown since its inception was -30.57%, smaller than the maximum FAGIX drawdown of -37.79%. Use the drawdown chart below to compare losses from any high point for LSBDX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
LSBDX vs. FAGIX - Volatility Comparison
The current volatility for Loomis Sayles Bond Fund (LSBDX) is 0.91%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 1.38%. This indicates that LSBDX 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.