ARSQX vs. FXNAX
Compare and contrast key facts about Aristotle Value Equity Fund (ARSQX) and Fidelity U.S. Bond Index Fund (FXNAX).
ARSQX is managed by Aristotle. It was launched on Aug 31, 2016. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARSQX or FXNAX.
Key characteristics
| ARSQX | FXNAX |
|---|
Correlation
The correlation between ARSQX and FXNAX is -0.09. 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
ARSQX vs. FXNAX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ARSQX vs. FXNAX - Expense Ratio Comparison
ARSQX has a 0.69% expense ratio, which is higher than FXNAX's 0.03% expense ratio.
Risk-Adjusted Performance
ARSQX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aristotle Value Equity Fund (ARSQX) and Fidelity U.S. Bond Index Fund (FXNAX). 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
ARSQX vs. FXNAX - Dividend Comparison
ARSQX has not paid dividends to shareholders, while FXNAX's dividend yield for the trailing twelve months is around 2.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSQX Aristotle Value Equity Fund | 1.17% | 1.17% | 1.92% | 2.28% | 0.51% | 0.89% | 1.33% | 0.94% | 0.26% | 0.00% | 0.00% | 0.00% |
FXNAX Fidelity U.S. Bond Index Fund | 2.91% | 2.91% | 2.43% | 2.06% | 3.07% | 2.67% | 2.73% | 2.58% | 2.54% | 2.75% | 2.59% | 2.39% |
Drawdowns
ARSQX vs. FXNAX - Drawdown Comparison
Volatility
ARSQX vs. FXNAX - Volatility Comparison
The current volatility for Aristotle Value Equity Fund (ARSQX) is 0.00%, while Fidelity U.S. Bond Index Fund (FXNAX) has a volatility of 1.78%. This indicates that ARSQX experiences smaller price fluctuations and is considered to be less risky than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.