Intrinsic Value of S&P & Nasdaq Contact Us

Fidelity Capital and Income Fund FAGIX

NASDAQ

SharesGrow Intrinsic Value
N/A
Negative cash flow

Fidelity Capital and Income Fund (FAGIX) current share price is $11.14. The gold spot price is $4,825.20 per troy ounce. Using the formula: FAGIX in gold = $11.14 × 31.1035 ÷ $4,825.20 = 0.0718 grams of gold per share.

The Real Wealth Growth Rate measures the Compound Annual Growth Rate (CAGR) of FAGIX when denominated in gold. A positive rate means the stock has outperformed gold as a store of value, while a negative rate indicates gold has been a better wealth preserver than holding FAGIX shares over the measured period.

FAGIX in US Dollars
Gold in US Dollars
FAGIX in Gold (grams per share)

Real Wealth Growth Rate

FAGIX
Computing…

"Real Wealth Growth Rate" measures the annualised compound growth rate (CAGR) of a stock when priced in gold — hard money that cannot be printed. A positive value means genuine wealth creation. A negative value means purchasing power is shrinking, even if the dollar price rises.

Step 1 — Express share price in grams of gold
$$\text{FAGIX}_{\text{gold}}(t) = \frac{P_{\text{FAGIX}}(t) \times 31.1035}{P_{\text{gold}}(t)}$$
$P_\text{FAGIX}$ = stock price in USD, $P_\text{gold}$ = gold spot in USD/troy oz, $31.1035$ = grams per troy ounce.
Step 2 — Real Wealth Growth Rate (CAGR in gold terms)
$$\text{Real Wealth Growth Rate} = \left(\frac{\text{FAGIX}_{\text{gold}}^{(T)}}{\text{FAGIX}_{\text{gold}}^{(0)}}\right)^{\!\frac{1}{T}} - 1$$
$\text{FAGIX}_\text{gold}^{(0)}$ = initial gold-price, $\text{FAGIX}_\text{gold}^{(T)}$ = current gold-price, $T$ = number of years. A positive result means the stock outpaces gold.

Real Wealth Growth Rate Rankings — 20 Years

Computing…

People Also View

FBALX
FBALX
Fidelity Balanced Fund
$32.90
+0.70%
FTBFX
FTBFX
Fidelity Total Bond
$9.62
+0.10%
FNMIX
FNMIX
Fidelity Advisor New Markets Income Fund
$13.92
+0.29%
FRESX
FRESX
Fidelity Real Estate Investment Portfolio
$41.21
+0.44%
SPHIX
SPHIX
Fidelity High Income Fund
$8.14
+0.12%
Contact Us
🎓
SharesGrow Academy
Learn how to calculate Intrinsic Value and find undervalued stocks.
Weekly live sessions
Send us a message