Correlation
The correlation between BFFAX and FTBFX is -0.02. 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.
BFFAX vs. FTBFX
Compare and contrast key facts about American Funds The Bond Fund of America Class F-3 (BFFAX) and Fidelity Total Bond Fund (FTBFX).
BFFAX is managed by American Funds. It was launched on May 28, 1974. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFFAX or FTBFX.
Performance
BFFAX vs. FTBFX - Performance Comparison
Loading data...
Key characteristics
BFFAX:
1.21
FTBFX:
1.22
BFFAX:
1.52
FTBFX:
1.73
BFFAX:
1.18
FTBFX:
1.21
BFFAX:
0.40
FTBFX:
0.75
BFFAX:
2.61
FTBFX:
3.36
BFFAX:
2.14%
FTBFX:
1.83%
BFFAX:
5.38%
FTBFX:
5.28%
BFFAX:
-19.76%
FTBFX:
-17.61%
BFFAX:
-8.45%
FTBFX:
-3.26%
Returns By Period
The year-to-date returns for both stocks are quite close, with BFFAX having a 2.07% return and FTBFX slightly lower at 1.97%.
BFFAX
2.07%
-0.86%
1.22%
6.44%
1.27%
-1.08%
N/A
FTBFX
1.97%
-0.69%
0.92%
6.49%
2.30%
0.53%
2.36%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BFFAX vs. FTBFX - Expense Ratio Comparison
BFFAX has a 0.20% expense ratio, which is lower than FTBFX's 0.45% expense ratio.
Risk-Adjusted Performance
BFFAX vs. FTBFX — Risk-Adjusted Performance Rank
BFFAX
FTBFX
BFFAX vs. FTBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America Class F-3 (BFFAX) and Fidelity Total Bond Fund (FTBFX). 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.
Loading data...
Dividends
BFFAX vs. FTBFX - Dividend Comparison
BFFAX's dividend yield for the trailing twelve months is around 4.64%, more than FTBFX's 4.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFFAX American Funds The Bond Fund of America Class F-3 | 4.64% | 4.66% | 3.94% | 3.09% | 1.79% | 5.38% | 2.66% | 2.72% | 2.01% | 0.00% | 0.00% | 0.00% |
FTBFX Fidelity Total Bond Fund | 4.50% | 4.51% | 4.15% | 3.33% | 2.24% | 5.22% | 3.03% | 3.19% | 2.98% | 3.21% | 3.71% | 3.14% |
Drawdowns
BFFAX vs. FTBFX - Drawdown Comparison
The maximum BFFAX drawdown since its inception was -19.76%, which is greater than FTBFX's maximum drawdown of -17.61%. Use the drawdown chart below to compare losses from any high point for BFFAX and FTBFX.
Loading data...
Volatility
BFFAX vs. FTBFX - Volatility Comparison
American Funds The Bond Fund of America Class F-3 (BFFAX) and Fidelity Total Bond Fund (FTBFX) have volatilities of 1.54% and 1.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...