Correlation
The correlation between VWESX and FAGIX is -0.05. 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.
VWESX vs. FAGIX
Compare and contrast key facts about Vanguard Long-Term Investment-Grade Fund Investor Shares (VWESX) and Fidelity Capital & Income Fund (FAGIX).
VWESX is managed by Vanguard. It was launched on Jul 9, 1973. 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: VWESX or FAGIX.
Performance
VWESX vs. FAGIX - Performance Comparison
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Key characteristics
VWESX:
-0.01
FAGIX:
1.05
VWESX:
-0.02
FAGIX:
1.41
VWESX:
1.00
FAGIX:
1.20
VWESX:
-0.03
FAGIX:
0.98
VWESX:
-0.13
FAGIX:
3.70
VWESX:
5.39%
FAGIX:
1.92%
VWESX:
10.63%
FAGIX:
7.03%
VWESX:
-35.84%
FAGIX:
-37.80%
VWESX:
-25.50%
FAGIX:
-1.13%
Returns By Period
In the year-to-date period, VWESX achieves a -1.57% return, which is significantly lower than FAGIX's 1.30% return. Over the past 10 years, VWESX has underperformed FAGIX with an annualized return of 1.75%, while FAGIX has yielded a comparatively higher 6.19% annualized return.
VWESX
-1.57%
-2.91%
-4.93%
-0.19%
-1.17%
-3.97%
1.75%
FAGIX
1.30%
2.42%
0.22%
7.09%
8.29%
9.02%
6.19%
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VWESX vs. FAGIX - Expense Ratio Comparison
VWESX has a 0.22% expense ratio, which is lower than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
VWESX vs. FAGIX — Risk-Adjusted Performance Rank
VWESX
FAGIX
VWESX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Investment-Grade Fund Investor Shares (VWESX) 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.
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Dividends
VWESX vs. FAGIX - Dividend Comparison
VWESX's dividend yield for the trailing twelve months is around 5.19%, more than FAGIX's 4.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWESX Vanguard Long-Term Investment-Grade Fund Investor Shares | 5.19% | 5.02% | 4.55% | 4.43% | 5.28% | 6.89% | 5.01% | 4.30% | 5.49% | 6.16% | 5.92% | 5.41% |
FAGIX Fidelity Capital & Income Fund | 4.93% | 5.03% | 5.29% | 11.38% | 6.56% | 4.88% | 5.00% | 7.39% | 5.05% | 4.12% | 5.01% | 8.08% |
Drawdowns
VWESX vs. FAGIX - Drawdown Comparison
The maximum VWESX drawdown since its inception was -35.84%, smaller than the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for VWESX and FAGIX.
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Volatility
VWESX vs. FAGIX - Volatility Comparison
Vanguard Long-Term Investment-Grade Fund Investor Shares (VWESX) has a higher volatility of 2.53% compared to Fidelity Capital & Income Fund (FAGIX) at 1.74%. This indicates that VWESX's price experiences larger fluctuations and is considered to be riskier than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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