FAGIX vs FCBFX

Both FAGIX and FCBFX are mutual funds. FAGIX has a higher 5-year return than FCBFX (6.7% vs 6.2%). FAGIX has a higher expense ratio than FCBFX (0.67% vs 0.45%). Below is the comparison between FAGIX and FCBFX.

FAGIX FCBFX
Segment Taxable Fixed Income: High Yield Bond Taxable Fixed Income: Corporate Bond
Issuer Fidelity Investments Fidelity Investments
Net Assets $11.28B $2.2B
Expense Ratio 0.67% 0.45%
Management Style active active
Dividend Yield 4.17% 2.72%
Minimum Investment $2,500.00 $2,500.00
YTD Return 2.16% 8.09%
1-Year Return 6.22% 9.21%
3-Year Return 5.00% 6.66%
5-Year Return 6.70% 6.20%
10-Year Return 6.83% 5.66%

FAGIX description

The Fund seeks to provide a combination income and capital growth. The Fund seeks to invest in equity and debt securities, including defaulted securities, with an emphasis on lower-quality debt securities. The Fund seeks to invest in companies in troubled or uncertain financial condition.

FAGIX performance & returns

YTD Return 2.16%
1-Month Return 0.99%
3-Month Return 5.80%
1-Year Return 6.22%
3-Year Return 5.00%
5-Year Return 6.70%
10-Year Return 6.83%
FAGIX expense ratio is 0.67%.

FAGIX holdings

Top 10 Holdings (11.27% of Total Assets)

Name Symbol % Assets
Ally Financial Inc. 8% N/A 2.49%
ALTICE FRANCE S.A 7.38% N/A 1.30%
CSC Holdings, LLC 5.75% N/A 1.06%
Bank of America Corporation 5.88% N/A 1.04%
Sprint Capital Corporation 8.75% N/A 0.93%
CCO Holdings, LLC/ CCO Holdings Capital Corp. 5% N/A 0.93%
Sprint Capital Corporation 6.88% N/A 0.91%
Adobe Inc ADBE 0.90%
Pacific Gas and Electric Company 6.05% N/A 0.90%
TransDigm, Inc. 5.5% N/A 0.81%

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FCBFX description

The Fund seeks high level of current income. The Fund invests at least 80% of assets in investment-grade corporate bonds and other corporate debt securities and repurchase agreements for those securities; and the Fund manages the fund to have similar overall interest rate risk to the Barclays U.S. Credit Bond Index.

FCBFX performance & returns

YTD Return 8.09%
1-Month Return -0.16%
3-Month Return 0.25%
1-Year Return 9.21%
3-Year Return 6.66%
5-Year Return 6.20%
10-Year Return 5.66%
FCBFX expense ratio is 0.45%.

FCBFX holdings

Top 10 Holdings (10.68% of Total Assets)

Name Symbol % Assets
United States Treasury Bonds 2% N/A 4.72%
CVS Health Corp 4.3% N/A 0.80%
Quest Diagnostics Incorporated 2.95% N/A 0.74%
WELLTOWER INC 2.7% N/A 0.67%
Royal Bank of Scotland Group plc 6% N/A 0.66%
Bank of America Corporation 3.19% N/A 0.64%
National Securities Clearing Corporation 1.2% N/A 0.64%
The Boeing Company 5.15% N/A 0.62%
The Boeing Company 5.04% N/A 0.61%
Anheuser-Busch InBev Worldwide Inc. 3.5% N/A 0.58%

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