PINCX vs. FAGIX
Compare and contrast key facts about Putnam Income Fund (PINCX) and Fidelity Capital & Income Fund (FAGIX).
PINCX is managed by Putnam. It was launched on Nov 1, 1954. 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: PINCX or FAGIX.
Correlation
The correlation between PINCX and FAGIX is 0.10, 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
PINCX vs. FAGIX - Performance Comparison
Key characteristics
PINCX:
0.95
FAGIX:
2.12
PINCX:
1.36
FAGIX:
3.02
PINCX:
1.17
FAGIX:
1.42
PINCX:
0.30
FAGIX:
2.10
PINCX:
2.54
FAGIX:
12.91
PINCX:
1.98%
FAGIX:
0.85%
PINCX:
5.31%
FAGIX:
5.19%
PINCX:
-30.55%
FAGIX:
-37.80%
PINCX:
-10.96%
FAGIX:
-0.42%
Returns By Period
In the year-to-date period, PINCX achieves a 1.23% return, which is significantly lower than FAGIX's 2.03% return. Over the past 10 years, PINCX has underperformed FAGIX with an annualized return of 0.99%, while FAGIX has yielded a comparatively higher 4.97% annualized return.
PINCX
1.23%
1.02%
-0.36%
5.43%
-1.57%
0.99%
FAGIX
2.03%
-0.13%
6.02%
11.79%
4.56%
4.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PINCX vs. FAGIX - Expense Ratio Comparison
PINCX has a 0.73% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
PINCX vs. FAGIX — Risk-Adjusted Performance Rank
PINCX
FAGIX
PINCX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Income Fund (PINCX) 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
PINCX vs. FAGIX - Dividend Comparison
PINCX's dividend yield for the trailing twelve months is around 9.05%, more than FAGIX's 4.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINCX Putnam Income Fund | 8.63% | 9.12% | 7.35% | 7.70% | 3.70% | 2.35% | 3.33% | 3.57% | 3.46% | 3.21% | 3.03% | 4.21% |
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
PINCX vs. FAGIX - Drawdown Comparison
The maximum PINCX drawdown since its inception was -30.55%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for PINCX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
PINCX vs. FAGIX - Volatility Comparison
The current volatility for Putnam Income Fund (PINCX) is 1.41%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 1.85%. This indicates that PINCX 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.