BILDX vs. FTHRX
Compare and contrast key facts about DoubleLine Infrastructure Income Fund (BILDX) and Fidelity Intermediate Bond Fund (FTHRX).
BILDX is managed by DoubleLine. It was launched on Apr 1, 2016. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BILDX or FTHRX.
Correlation
The correlation between BILDX and FTHRX is 0.87, 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
BILDX vs. FTHRX - Performance Comparison
Key characteristics
BILDX:
1.67
FTHRX:
1.36
BILDX:
2.47
FTHRX:
2.11
BILDX:
1.30
FTHRX:
1.25
BILDX:
0.95
FTHRX:
0.58
BILDX:
5.63
FTHRX:
4.01
BILDX:
1.25%
FTHRX:
1.15%
BILDX:
4.23%
FTHRX:
3.39%
BILDX:
-16.22%
FTHRX:
-13.96%
BILDX:
-1.02%
FTHRX:
-3.01%
Returns By Period
In the year-to-date period, BILDX achieves a 1.31% return, which is significantly higher than FTHRX's 0.40% return.
BILDX
1.31%
1.52%
1.11%
6.35%
0.96%
N/A
FTHRX
0.40%
0.50%
0.30%
4.40%
0.36%
1.61%
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BILDX vs. FTHRX - Expense Ratio Comparison
BILDX has a 0.57% expense ratio, which is higher than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
BILDX vs. FTHRX — Risk-Adjusted Performance Rank
BILDX
FTHRX
BILDX vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Infrastructure Income Fund (BILDX) and Fidelity Intermediate Bond Fund (FTHRX). 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
BILDX vs. FTHRX - Dividend Comparison
BILDX's dividend yield for the trailing twelve months is around 4.08%, more than FTHRX's 3.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BILDX DoubleLine Infrastructure Income Fund | 4.08% | 4.09% | 3.42% | 3.00% | 2.80% | 2.89% | 3.40% | 3.17% | 3.16% | 1.74% | 0.00% | 0.00% |
FTHRX Fidelity Intermediate Bond Fund | 3.20% | 3.49% | 2.94% | 2.04% | 1.60% | 2.19% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
BILDX vs. FTHRX - Drawdown Comparison
The maximum BILDX drawdown since its inception was -16.22%, which is greater than FTHRX's maximum drawdown of -13.96%. Use the drawdown chart below to compare losses from any high point for BILDX and FTHRX. For additional features, visit the drawdowns tool.
Volatility
BILDX vs. FTHRX - Volatility Comparison
DoubleLine Infrastructure Income Fund (BILDX) has a higher volatility of 1.14% compared to Fidelity Intermediate Bond Fund (FTHRX) at 0.73%. This indicates that BILDX's price experiences larger fluctuations and is considered to be riskier than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.