AIBAX vs. FXAIX
Compare and contrast key facts about American Funds Intermediate Bond Fund of America (AIBAX) and Fidelity 500 Index Fund (FXAIX).
AIBAX is managed by American Funds. It was launched on Feb 19, 1988. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIBAX or FXAIX.
Correlation
The correlation between AIBAX and FXAIX is -0.14. 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.
Performance
AIBAX vs. FXAIX - Performance Comparison
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Key characteristics
AIBAX:
1.56
FXAIX:
0.52
AIBAX:
2.46
FXAIX:
0.88
AIBAX:
1.30
FXAIX:
1.13
AIBAX:
0.81
FXAIX:
0.56
AIBAX:
5.08
FXAIX:
2.18
AIBAX:
1.19%
FXAIX:
4.85%
AIBAX:
3.78%
FXAIX:
19.47%
AIBAX:
-12.76%
FXAIX:
-33.79%
AIBAX:
-1.29%
FXAIX:
-7.66%
Returns By Period
In the year-to-date period, AIBAX achieves a 2.29% return, which is significantly higher than FXAIX's -3.38% return. Over the past 10 years, AIBAX has underperformed FXAIX with an annualized return of 1.17%, while FXAIX has yielded a comparatively higher 12.44% annualized return.
AIBAX
2.29%
0.32%
2.48%
6.12%
0.26%
1.17%
FXAIX
-3.38%
7.51%
-5.01%
9.78%
15.87%
12.44%
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AIBAX vs. FXAIX - Expense Ratio Comparison
AIBAX has a 0.63% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
AIBAX vs. FXAIX — Risk-Adjusted Performance Rank
AIBAX
FXAIX
AIBAX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Intermediate Bond Fund of America (AIBAX) and Fidelity 500 Index Fund (FXAIX). 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
AIBAX vs. FXAIX - Dividend Comparison
AIBAX's dividend yield for the trailing twelve months is around 3.65%, more than FXAIX's 1.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIBAX American Funds Intermediate Bond Fund of America | 3.65% | 3.99% | 3.32% | 2.14% | 0.91% | 3.25% | 3.56% | 1.66% | 1.11% | 1.72% | 1.43% | 1.24% |
FXAIX Fidelity 500 Index Fund | 1.32% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% |
Drawdowns
AIBAX vs. FXAIX - Drawdown Comparison
The maximum AIBAX drawdown since its inception was -12.76%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for AIBAX and FXAIX. For additional features, visit the drawdowns tool.
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Volatility
AIBAX vs. FXAIX - Volatility Comparison
The current volatility for American Funds Intermediate Bond Fund of America (AIBAX) is 1.32%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 6.81%. This indicates that AIBAX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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