BIMSX vs. FBNDX
Compare and contrast key facts about Baird Intermediate Bond Fund (BIMSX) and Fidelity Investment Grade Bond Fund (FBNDX).
BIMSX is managed by Baird. It was launched on Sep 29, 2000. FBNDX is managed by Fidelity. It was launched on Aug 6, 1971.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIMSX or FBNDX.
Correlation
The correlation between BIMSX and FBNDX is -0.15. 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
BIMSX vs. FBNDX - Performance Comparison
Loading data...
Key characteristics
BIMSX:
1.82
FBNDX:
0.91
BIMSX:
2.77
FBNDX:
1.45
BIMSX:
1.35
FBNDX:
1.17
BIMSX:
0.78
FBNDX:
0.49
BIMSX:
5.70
FBNDX:
2.58
BIMSX:
1.04%
FBNDX:
2.12%
BIMSX:
3.27%
FBNDX:
5.60%
BIMSX:
-14.54%
FBNDX:
-27.42%
BIMSX:
-1.82%
FBNDX:
-5.66%
Returns By Period
In the year-to-date period, BIMSX achieves a 2.35% return, which is significantly higher than FBNDX's 1.96% return. Over the past 10 years, BIMSX has underperformed FBNDX with an annualized return of 1.62%, while FBNDX has yielded a comparatively higher 2.01% annualized return.
BIMSX
2.35%
0.74%
2.28%
6.12%
0.38%
1.62%
FBNDX
1.96%
1.13%
0.97%
5.45%
0.01%
2.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BIMSX vs. FBNDX - Expense Ratio Comparison
BIMSX has a 0.55% expense ratio, which is higher than FBNDX's 0.45% expense ratio.
Risk-Adjusted Performance
BIMSX vs. FBNDX — Risk-Adjusted Performance Rank
BIMSX
FBNDX
BIMSX vs. FBNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Intermediate Bond Fund (BIMSX) and Fidelity Investment Grade Bond Fund (FBNDX). 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
BIMSX vs. FBNDX - Dividend Comparison
BIMSX's dividend yield for the trailing twelve months is around 3.52%, less than FBNDX's 3.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMSX Baird Intermediate Bond Fund | 3.52% | 3.44% | 2.80% | 1.83% | 1.24% | 1.83% | 2.17% | 2.13% | 1.95% | 1.90% | 1.93% | 2.06% |
FBNDX Fidelity Investment Grade Bond Fund | 3.63% | 4.00% | 3.56% | 2.66% | 1.59% | 4.80% | 2.75% | 2.86% | 2.37% | 2.29% | 2.90% | 2.56% |
Drawdowns
BIMSX vs. FBNDX - Drawdown Comparison
The maximum BIMSX drawdown since its inception was -14.54%, smaller than the maximum FBNDX drawdown of -27.42%. Use the drawdown chart below to compare losses from any high point for BIMSX and FBNDX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
BIMSX vs. FBNDX - Volatility Comparison
The current volatility for Baird Intermediate Bond Fund (BIMSX) is 1.09%, while Fidelity Investment Grade Bond Fund (FBNDX) has a volatility of 1.75%. This indicates that BIMSX experiences smaller price fluctuations and is considered to be less risky than FBNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...