LSYIX vs. FAGIX
Compare and contrast key facts about Lord Abbett Short Duration High Yield Fund (LSYIX) and Fidelity Capital & Income Fund (FAGIX).
LSYIX is managed by Lord Abbett. It was launched on Apr 30, 2020. 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: LSYIX or FAGIX.
Correlation
The correlation between LSYIX and FAGIX is 0.79, 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
LSYIX vs. FAGIX - Performance Comparison
Key characteristics
LSYIX:
3.54
FAGIX:
2.42
LSYIX:
6.85
FAGIX:
3.46
LSYIX:
2.02
FAGIX:
1.48
LSYIX:
8.13
FAGIX:
3.95
LSYIX:
27.71
FAGIX:
15.08
LSYIX:
0.44%
FAGIX:
0.85%
LSYIX:
3.44%
FAGIX:
5.29%
LSYIX:
-10.36%
FAGIX:
-37.80%
LSYIX:
0.00%
FAGIX:
-0.77%
Returns By Period
In the year-to-date period, LSYIX achieves a 1.19% return, which is significantly lower than FAGIX's 1.67% return.
LSYIX
1.19%
0.89%
5.93%
12.32%
N/A
N/A
FAGIX
1.67%
0.49%
8.86%
13.41%
5.50%
5.55%
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LSYIX vs. FAGIX - Expense Ratio Comparison
LSYIX has a 0.45% expense ratio, which is lower than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
LSYIX vs. FAGIX — Risk-Adjusted Performance Rank
LSYIX
FAGIX
LSYIX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYIX) 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
LSYIX vs. FAGIX - Dividend Comparison
LSYIX's dividend yield for the trailing twelve months is around 10.42%, more than FAGIX's 6.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSYIX Lord Abbett Short Duration High Yield Fund | 10.42% | 10.51% | 9.79% | 8.36% | 7.86% | 4.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FAGIX Fidelity Capital & Income Fund | 6.10% | 6.59% | 6.60% | 6.02% | 3.41% | 3.78% | 4.25% | 5.99% | 4.01% | 4.12% | 5.00% | 8.04% |
Drawdowns
LSYIX vs. FAGIX - Drawdown Comparison
The maximum LSYIX drawdown since its inception was -10.36%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for LSYIX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
LSYIX vs. FAGIX - Volatility Comparison
The current volatility for Lord Abbett Short Duration High Yield Fund (LSYIX) is 0.92%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 2.13%. This indicates that LSYIX 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.