BIMIX vs. FTHRX
Compare and contrast key facts about Baird Intermediate Bond Fund Class Institutional (BIMIX) and Fidelity Intermediate Bond Fund (FTHRX).
BIMIX is managed by Baird. It was launched on Sep 29, 2000. 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: BIMIX or FTHRX.
Correlation
The correlation between BIMIX and FTHRX is 0.88, 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
BIMIX vs. FTHRX - Performance Comparison
Key characteristics
BIMIX:
2.06
FTHRX:
1.88
BIMIX:
3.14
FTHRX:
2.97
BIMIX:
1.39
FTHRX:
1.37
BIMIX:
0.88
FTHRX:
0.82
BIMIX:
6.66
FTHRX:
5.98
BIMIX:
1.01%
FTHRX:
1.09%
BIMIX:
3.26%
FTHRX:
3.48%
BIMIX:
-14.15%
FTHRX:
-13.96%
BIMIX:
-0.34%
FTHRX:
-0.82%
Returns By Period
In the year-to-date period, BIMIX achieves a 2.93% return, which is significantly higher than FTHRX's 2.66% return. Over the past 10 years, BIMIX has outperformed FTHRX with an annualized return of 1.83%, while FTHRX has yielded a comparatively lower 1.70% annualized return.
BIMIX
2.93%
1.01%
2.16%
6.50%
1.05%
1.83%
FTHRX
2.66%
0.88%
1.78%
6.06%
1.00%
1.70%
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BIMIX vs. FTHRX - Expense Ratio Comparison
BIMIX has a 0.30% expense ratio, which is lower than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
BIMIX vs. FTHRX — Risk-Adjusted Performance Rank
BIMIX
FTHRX
BIMIX vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund Class Institutional (BIMIX) 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
BIMIX vs. FTHRX - Dividend Comparison
BIMIX's dividend yield for the trailing twelve months is around 3.93%, more than FTHRX's 3.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.93% | 3.89% | 3.20% | 2.18% | 1.58% | 2.16% | 2.53% | 2.52% | 2.33% | 2.29% | 2.27% | 2.41% |
FTHRX Fidelity Intermediate Bond Fund | 3.17% | 3.49% | 2.94% | 2.04% | 1.60% | 2.19% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
BIMIX vs. FTHRX - Drawdown Comparison
The maximum BIMIX drawdown since its inception was -14.15%, roughly equal to the maximum FTHRX drawdown of -13.96%. Use the drawdown chart below to compare losses from any high point for BIMIX and FTHRX. For additional features, visit the drawdowns tool.
Volatility
BIMIX vs. FTHRX - Volatility Comparison
Baird Intermediate Bond Fund Class Institutional (BIMIX) has a higher volatility of 0.99% compared to Fidelity Intermediate Bond Fund (FTHRX) at 0.91%. This indicates that BIMIX'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.