Fidelity Advisor Total Bond Fund Class Z (FBKWX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FBKWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FBKWX
FBKWX charges 0.36% annually. There are 47 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | FBKWX vs VTBNX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Sep 1995 | FBKWX vs VBTIX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | FBKWX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | FBKWX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Feb 2010 | FBKWX vs VBMPX |
Best Risk-Adjusted Alternatives to FBKWX
FBKWX has a PortfoliosLab risk / return rank of 22. There are 61 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | FBKWX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | 15.70B | Feb 2015 | FBKWX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 99 | — | Mar 2011 | FBKWX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | FBKWX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | FBKWX vs FJTDX |
Top Performing FBKWX Alternatives (YTD)
FBKWX is at 0.29% YTD. There are 48 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 3.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 3.40% | — | Oct 2018 | FBKWX vs FIWDX | |
| Fidelity Strategic Income Fund | 3.37% | — | Oct 1994 | FBKWX vs FADMX | |
| Fidelity Advisor Strategic Income Fund Class I | 3.36% | — | Jul 1995 | FBKWX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 3.28% | — | Sep 1996 | FBKWX vs FSTAX | |
| Fidelity Advisor Strategic Income Fund Class M | 3.28% | — | Oct 1994 | FBKWX vs FSIAX |
Lowest Volatility Alternatives to FBKWX
FBKWX has 3.94% 1-year volatility. There are 67 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.61% | — | Feb 2015 | FBKWX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | FBKWX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.78% | 15.70B | Feb 2015 | FBKWX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.18% | — | Mar 2011 | FBKWX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.27% | — | May 2018 | FBKWX vs FJTDX |
Lowest Drawdown Alternatives to FBKWX
FBKWX has a 1-year max drawdown of -2.88%. There are 51 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | FBKWX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | FBKWX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | FBKWX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | FBKWX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | FBKWX vs VUBFX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 65 | 9.79% | — | Feb 1988 | FBKWX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FBKWX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FBKWX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FBKWX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | FBKWX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FBKWX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FBKWX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FBKWX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FBKWX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FBKWX vs FTIHX |
Often Compared With FBKWX
Investors most often compare FBKWX with BND, ABNDX, BMNSX. These 19 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FBKWX with Any Fund or Stock
Compare FBKWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FBKWX with funds that move differently
Fidelity Advisor Total Bond Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FBKWX.
Explore FBKWX Diversifiers