SPHIX vs. THOPX
Compare and contrast key facts about Fidelity High Income Fund (SPHIX) and Thompson Bond Fund (THOPX).
SPHIX is managed by Fidelity. It was launched on Aug 29, 1990. THOPX is managed by Thompson IM. It was launched on Feb 10, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPHIX or THOPX.
Correlation
The correlation between SPHIX and THOPX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SPHIX vs. THOPX - Performance Comparison
Key characteristics
SPHIX:
2.26
THOPX:
4.36
SPHIX:
3.13
THOPX:
6.86
SPHIX:
1.54
THOPX:
2.10
SPHIX:
2.09
THOPX:
5.72
SPHIX:
9.25
THOPX:
31.62
SPHIX:
0.94%
THOPX:
0.29%
SPHIX:
3.84%
THOPX:
2.12%
SPHIX:
-31.35%
THOPX:
-43.95%
SPHIX:
-2.25%
THOPX:
-0.66%
Returns By Period
In the year-to-date period, SPHIX achieves a -0.21% return, which is significantly lower than THOPX's 1.92% return. Over the past 10 years, SPHIX has outperformed THOPX with an annualized return of 3.92%, while THOPX has yielded a comparatively lower 3.34% annualized return.
SPHIX
-0.21%
-1.51%
1.01%
8.38%
5.06%
3.92%
THOPX
1.92%
-0.48%
3.45%
9.12%
5.14%
3.34%
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SPHIX vs. THOPX - Expense Ratio Comparison
SPHIX has a 0.70% expense ratio, which is lower than THOPX's 0.71% expense ratio.
Risk-Adjusted Performance
SPHIX vs. THOPX — Risk-Adjusted Performance Rank
SPHIX
THOPX
SPHIX vs. THOPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity High Income Fund (SPHIX) and Thompson Bond Fund (THOPX). 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
SPHIX vs. THOPX - Dividend Comparison
SPHIX's dividend yield for the trailing twelve months is around 6.29%, more than THOPX's 5.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPHIX Fidelity High Income Fund | 6.29% | 6.09% | 5.43% | 5.17% | 4.74% | 4.71% | 5.11% | 6.01% | 5.40% | 5.45% | 6.26% | 6.98% |
THOPX Thompson Bond Fund | 5.11% | 5.34% | 5.88% | 3.93% | 3.59% | 5.16% | 3.48% | 3.07% | 3.06% | 4.25% | 4.58% | 4.01% |
Drawdowns
SPHIX vs. THOPX - Drawdown Comparison
The maximum SPHIX drawdown since its inception was -31.35%, smaller than the maximum THOPX drawdown of -43.95%. Use the drawdown chart below to compare losses from any high point for SPHIX and THOPX. For additional features, visit the drawdowns tool.
Volatility
SPHIX vs. THOPX - Volatility Comparison
Fidelity High Income Fund (SPHIX) has a higher volatility of 2.43% compared to Thompson Bond Fund (THOPX) at 1.15%. This indicates that SPHIX's price experiences larger fluctuations and is considered to be riskier than THOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.