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 -0.15. 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
DFAPX vs. FTHRX - Performance Comparison
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Key characteristics
DFAPX:
0.93
FTHRX:
1.60
DFAPX:
1.34
FTHRX:
2.56
DFAPX:
1.16
FTHRX:
1.31
DFAPX:
0.42
FTHRX:
0.81
DFAPX:
2.44
FTHRX:
5.28
DFAPX:
1.87%
FTHRX:
1.10%
DFAPX:
5.07%
FTHRX:
3.54%
DFAPX:
-19.45%
FTHRX:
-13.96%
DFAPX:
-6.32%
FTHRX:
-1.39%
Returns By Period
The year-to-date returns for both investments are quite close, with DFAPX having a 2.01% return and FTHRX slightly higher at 2.07%. Both investments have delivered pretty close results over the past 10 years, with DFAPX having a 1.80% annualized return and FTHRX not far behind at 1.72%.
DFAPX
2.01%
1.21%
0.95%
4.89%
-0.41%
1.80%
FTHRX
2.07%
0.39%
1.99%
5.79%
0.49%
1.72%
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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.
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Dividends
DFAPX vs. FTHRX - Dividend Comparison
DFAPX's dividend yield for the trailing twelve months is around 3.70%, more than FTHRX's 3.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAPX DFA Investment Grade Portfolio | 3.70% | 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 | 3.23% | 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.
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Volatility
DFAPX vs. FTHRX - Volatility Comparison
DFA Investment Grade Portfolio (DFAPX) has a higher volatility of 1.66% compared to Fidelity Intermediate Bond Fund (FTHRX) at 1.13%. 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.
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