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.
Correlation
The correlation between LSBDX and FAGIX is 0.35, 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
LSBDX vs. FAGIX - Performance Comparison
Key characteristics
LSBDX:
2.32
FAGIX:
0.89
LSBDX:
3.50
FAGIX:
1.26
LSBDX:
1.45
FAGIX:
1.18
LSBDX:
1.41
FAGIX:
0.86
LSBDX:
12.10
FAGIX:
3.24
LSBDX:
0.78%
FAGIX:
1.93%
LSBDX:
4.07%
FAGIX:
6.91%
LSBDX:
-30.58%
FAGIX:
-37.80%
LSBDX:
-0.34%
FAGIX:
-2.49%
Returns By Period
In the year-to-date period, LSBDX achieves a 2.43% return, which is significantly higher than FAGIX's -0.09% return. Over the past 10 years, LSBDX has underperformed FAGIX with an annualized return of 1.72%, while FAGIX has yielded a comparatively higher 4.62% annualized return.
LSBDX
2.43%
1.89%
2.05%
9.39%
3.74%
1.72%
FAGIX
-0.09%
2.77%
-0.78%
6.15%
6.87%
4.62%
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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 Rank
LSBDX
FAGIX
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 5.43%, more than FAGIX's 4.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSBDX Loomis Sayles Bond Fund | 5.43% | 5.51% | 5.09% | 5.15% | 2.89% | 3.28% | 3.70% | 3.44% | 3.72% | 2.12% | 3.52% | 4.33% |
FAGIX Fidelity Capital & Income Fund | 4.59% | 5.03% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.28% | 4.01% | 4.12% | 5.01% | 8.08% |
Drawdowns
LSBDX vs. FAGIX - Drawdown Comparison
The maximum LSBDX drawdown since its inception was -30.58%, smaller than the maximum FAGIX drawdown of -37.80%. 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 1.29%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 2.21%. 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.