DFAPX vs. FTHRX
Compare and contrast key facts about DFA Investment Grade Portfolio (DFAPX) and Fidelity Intermediate Bond Fund (FTHRX).
DFAPX is managed by Dimensional Fund Advisors LP. It was launched on Mar 7, 2011. 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: DFAPX or FTHRX.
Correlation
The correlation between DFAPX and FTHRX is 0.89, 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
DFAPX vs. FTHRX - Performance Comparison
Key characteristics
DFAPX:
0.71
FTHRX:
1.19
DFAPX:
1.05
FTHRX:
1.82
DFAPX:
1.12
FTHRX:
1.22
DFAPX:
0.28
FTHRX:
0.52
DFAPX:
1.88
FTHRX:
3.62
DFAPX:
1.79%
FTHRX:
1.13%
DFAPX:
4.77%
FTHRX:
3.43%
DFAPX:
-19.45%
FTHRX:
-13.96%
DFAPX:
-7.14%
FTHRX:
-3.11%
Returns By Period
In the year-to-date period, DFAPX achieves a 1.12% return, which is significantly higher than FTHRX's 0.30% return. Over the past 10 years, DFAPX has outperformed FTHRX with an annualized return of 1.68%, while FTHRX has yielded a comparatively lower 1.57% annualized return.
DFAPX
1.12%
1.53%
0.20%
3.78%
-0.12%
1.68%
FTHRX
0.30%
0.50%
0.40%
3.99%
0.34%
1.57%
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DFAPX vs. FTHRX - Expense Ratio Comparison
DFAPX has a 0.20% expense ratio, which is lower than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
DFAPX vs. FTHRX — Risk-Adjusted Performance Rank
DFAPX
FTHRX
DFAPX vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Investment Grade Portfolio (DFAPX) 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
DFAPX vs. FTHRX - Dividend Comparison
DFAPX's dividend yield for the trailing twelve months is around 3.76%, more than FTHRX's 3.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAPX DFA Investment Grade Portfolio | 3.76% | 3.80% | 3.31% | 2.62% | 1.88% | 2.12% | 2.73% | 2.67% | 2.22% | 2.12% | 2.14% | 2.42% |
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
DFAPX vs. FTHRX - Drawdown Comparison
The maximum DFAPX drawdown since its inception was -19.45%, which is greater than FTHRX's maximum drawdown of -13.96%. Use the drawdown chart below to compare losses from any high point for DFAPX and FTHRX. For additional features, visit the drawdowns tool.
Volatility
DFAPX vs. FTHRX - Volatility Comparison
DFA Investment Grade Portfolio (DFAPX) has a higher volatility of 1.44% compared to Fidelity Intermediate Bond Fund (FTHRX) at 0.92%. This indicates that DFAPX'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.