PINCX vs. FAGIX

In the year-to-date period, PINCX achieves a 1.99% return, which is significantly higher than FAGIX's -0.09% return. Over the past 10 years, PINCX has underperformed FAGIX with an annualized return of 0.99%, while FAGIX has yielded a comparatively higher 6.08% annualized return.

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PINCX has a 0.73% expense ratio, which is higher than FAGIX's 0.67% expense ratio.

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.

The current PINCX Sharpe Ratio is 1.01, which is comparable to the FAGIX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of PINCX and FAGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PINCX's dividend yield for the trailing twelve months is around 8.98%, more than FAGIX's 4.59% yield.

The maximum PINCX drawdown since its inception was -30.53%, 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.

The current volatility for Putnam Income Fund (PINCX) is 1.70%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 2.21%. 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.