SPHIX vs. AHITX

In the year-to-date period, SPHIX achieves a 1.34% return, which is significantly higher than AHITX's 1.19% return. Over the past 10 years, SPHIX has underperformed AHITX with an annualized return of 4.06%, while AHITX has yielded a comparatively higher 4.81% annualized return.

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SPHIX has a 0.70% expense ratio, which is higher than AHITX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity High Income Fund (SPHIX) and American Funds American High-Income Trust (AHITX). 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 SPHIX Sharpe Ratio is 2.19, which is comparable to the AHITX Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of SPHIX and AHITX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SPHIX's dividend yield for the trailing twelve months is around 6.21%, less than AHITX's 6.31% yield.

The maximum SPHIX drawdown since its inception was -31.35%, smaller than the maximum AHITX drawdown of -34.94%. Use the drawdown chart below to compare losses from any high point for SPHIX and AHITX. For additional features, visit the drawdowns tool.

Fidelity High Income Fund (SPHIX) and American Funds American High-Income Trust (AHITX) have volatilities of 1.25% and 1.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.