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FAGIX vs FBNDX
FAGIX vs FBNDX Comparison
Open Charts FAGIX vs FBNDX
Fidelity Capital & Income
Price$9.89
Change+$0.06 (+0.61%)
VolumeN/A
Net Assets13.22B
Fidelity Investment Grade Bond
Price$7.16
Change+$0.03 (+0.42%)
VolumeN/A
Net Assets10.57B
FAGIX vs FBNDX Comparison Chart
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FAGIX vs. FBNDX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FAGIX is a StrongBuy and FBNDX is a Hold.
FUNDAMENTALS
Fundamentals
FAGIX has more cash in the bank: 13.2B vs. FBNDX (10.6B). FAGIX pays higher dividends than FBNDX: FAGIX (5.05) vs FBNDX (3.91). FAGIX was incepted earlier than FBNDX: FAGIX (48 years) vs FBNDX (54 years). FAGIX (0.99) is less costly to investors than FBNDX (0.44). FBNDX is a more actively managed with annual turnover of: 232.00 vs. FAGIX (36.00). FAGIX (0) and FBNDX (0) have matching initial minimum investment requirements. FBNDX annual gain was more profitable for investors over the last year : 5.96 vs. FAGIX (4.99). FAGIX return over 5 years is better than : 40.00 vs. FBNDX (-3.62).
| FAGIX | FBNDX | FAGIX / FBNDX | |
| Total Expense Ratio | 0.97 | 0.44 | 220% |
| Annual Report Gross Expense Ratio | 0.99 | 0.44 | 225% |
| Fund Existence | 48 years | 54 years | - |
| Gain YTD | -2.985 | 1.383 | -216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 10.6B | 125% |
| Annual Yield % from dividends | 5.05 | 3.91 | 129% |
| Returns for 1 year | 4.99 | 5.96 | 84% |
| Returns for 3 years | 10.45 | 4.75 | 220% |
| Returns for 5 years | 40.00 | -3.62 | -1,105% |
| Returns for 10 years | 51.05 | 16.24 | 314% |
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