CGDG vs. FBNDX
Compare and contrast key facts about Capital Group Dividend Growers ETF (CGDG) and Fidelity Investment Grade Bond Fund (FBNDX).
CGDG is an actively managed fund by Capital Group. It was launched on Sep 26, 2023. 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: CGDG or FBNDX.
Correlation
The correlation between CGDG and FBNDX is -0.80. 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
CGDG vs. FBNDX - Performance Comparison
Loading data...
Key characteristics
CGDG:
4.56%
FBNDX:
5.60%
CGDG:
-0.60%
FBNDX:
-27.42%
CGDG:
-0.60%
FBNDX:
-5.66%
Returns By Period
CGDG
N/A
N/A
N/A
N/A
N/A
N/A
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.
CGDG vs. FBNDX - Expense Ratio Comparison
CGDG has a 0.47% expense ratio, which is higher than FBNDX's 0.45% expense ratio.
Risk-Adjusted Performance
CGDG vs. FBNDX — Risk-Adjusted Performance Rank
CGDG
FBNDX
CGDG vs. FBNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group Dividend Growers ETF (CGDG) 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
CGDG vs. FBNDX - Dividend Comparison
CGDG's dividend yield for the trailing twelve months is around 2.09%, less than FBNDX's 3.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGDG Capital Group Dividend Growers ETF | 2.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
CGDG vs. FBNDX - Drawdown Comparison
The maximum CGDG drawdown since its inception was -0.60%, smaller than the maximum FBNDX drawdown of -27.42%. Use the drawdown chart below to compare losses from any high point for CGDG and FBNDX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
CGDG vs. FBNDX - Volatility Comparison
Loading data...