ANAGX vs. FEPIX
Compare and contrast key facts about AB Global Bond Fund (ANAGX) and Fidelity Total Bond Fund (FEPIX).
ANAGX is managed by AllianceBernstein. It was launched on Mar 26, 1992. FEPIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANAGX or FEPIX.
Correlation
The correlation between ANAGX and FEPIX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ANAGX vs. FEPIX - Performance Comparison
Key characteristics
ANAGX:
0.59
FEPIX:
0.33
ANAGX:
0.86
FEPIX:
0.50
ANAGX:
1.10
FEPIX:
1.06
ANAGX:
0.22
FEPIX:
0.16
ANAGX:
2.05
FEPIX:
1.02
ANAGX:
1.16%
FEPIX:
1.71%
ANAGX:
4.04%
FEPIX:
5.29%
ANAGX:
-45.19%
FEPIX:
-18.31%
ANAGX:
-6.82%
FEPIX:
-6.53%
Returns By Period
In the year-to-date period, ANAGX achieves a 1.95% return, which is significantly lower than FEPIX's 2.17% return. Over the past 10 years, ANAGX has underperformed FEPIX with an annualized return of 1.27%, while FEPIX has yielded a comparatively higher 1.90% annualized return.
ANAGX
1.95%
-0.00%
1.69%
2.52%
-0.51%
1.27%
FEPIX
2.17%
-0.63%
1.38%
2.38%
0.24%
1.90%
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ANAGX vs. FEPIX - Expense Ratio Comparison
ANAGX has a 0.80% expense ratio, which is higher than FEPIX's 0.50% expense ratio.
Risk-Adjusted Performance
ANAGX vs. FEPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Global Bond Fund (ANAGX) and Fidelity Total Bond Fund (FEPIX). 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.
Dividends
ANAGX vs. FEPIX - Dividend Comparison
ANAGX's dividend yield for the trailing twelve months is around 3.15%, less than FEPIX's 3.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANAGX AB Global Bond Fund | 3.15% | 3.15% | 8.27% | 2.79% | 1.70% | 3.21% | 2.84% | 2.24% | 2.18% | 3.63% | 4.50% | 2.40% |
FEPIX Fidelity Total Bond Fund | 3.95% | 4.09% | 3.28% | 2.16% | 2.47% | 2.88% | 3.13% | 2.69% | 2.92% | 3.65% | 3.09% | 3.87% |
Drawdowns
ANAGX vs. FEPIX - Drawdown Comparison
The maximum ANAGX drawdown since its inception was -45.19%, which is greater than FEPIX's maximum drawdown of -18.31%. Use the drawdown chart below to compare losses from any high point for ANAGX and FEPIX. For additional features, visit the drawdowns tool.
Volatility
ANAGX vs. FEPIX - Volatility Comparison
The current volatility for AB Global Bond Fund (ANAGX) is 1.07%, while Fidelity Total Bond Fund (FEPIX) has a volatility of 1.56%. This indicates that ANAGX experiences smaller price fluctuations and is considered to be less risky than FEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.