EFIPX vs. BDHIX
Compare and contrast key facts about Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) and BlackRock Dynamic High Income Portfolio (BDHIX).
EFIPX is managed by Fidelity. It was launched on Feb 2, 1984. BDHIX is managed by Blackrock. It was launched on Nov 2, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EFIPX or BDHIX.
Correlation
The correlation between EFIPX and BDHIX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
EFIPX vs. BDHIX - Performance Comparison
Key characteristics
EFIPX:
1.91
BDHIX:
1.49
EFIPX:
2.90
BDHIX:
2.06
EFIPX:
1.39
BDHIX:
1.29
EFIPX:
2.48
BDHIX:
1.14
EFIPX:
8.37
BDHIX:
7.52
EFIPX:
0.56%
BDHIX:
1.25%
EFIPX:
2.48%
BDHIX:
6.34%
EFIPX:
-12.17%
BDHIX:
-29.13%
EFIPX:
-0.90%
BDHIX:
-4.03%
Returns By Period
In the year-to-date period, EFIPX achieves a -0.35% return, which is significantly higher than BDHIX's -0.46% return. Over the past 10 years, EFIPX has underperformed BDHIX with an annualized return of 1.84%, while BDHIX has yielded a comparatively higher 4.83% annualized return.
EFIPX
-0.35%
-0.36%
1.91%
4.25%
1.46%
1.84%
BDHIX
-0.46%
-2.83%
1.43%
9.42%
2.95%
4.83%
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EFIPX vs. BDHIX - Expense Ratio Comparison
EFIPX has a 0.50% expense ratio, which is lower than BDHIX's 0.65% expense ratio.
Risk-Adjusted Performance
EFIPX vs. BDHIX — Risk-Adjusted Performance Rank
EFIPX
BDHIX
EFIPX vs. BDHIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) and BlackRock Dynamic High Income Portfolio (BDHIX). 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
EFIPX vs. BDHIX - Dividend Comparison
EFIPX's dividend yield for the trailing twelve months is around 3.36%, less than BDHIX's 6.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFIPX Fidelity Advisor Limited Term Bond Fund Class I | 3.36% | 3.34% | 2.37% | 1.59% | 1.23% | 1.86% | 2.41% | 2.27% | 1.75% | 1.56% | 1.82% | 1.89% |
BDHIX BlackRock Dynamic High Income Portfolio | 6.66% | 6.63% | 6.40% | 6.23% | 4.92% | 5.20% | 5.66% | 7.39% | 5.92% | 6.15% | 6.87% | 0.65% |
Drawdowns
EFIPX vs. BDHIX - Drawdown Comparison
The maximum EFIPX drawdown since its inception was -12.17%, smaller than the maximum BDHIX drawdown of -29.13%. Use the drawdown chart below to compare losses from any high point for EFIPX and BDHIX. For additional features, visit the drawdowns tool.
Volatility
EFIPX vs. BDHIX - Volatility Comparison
The current volatility for Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) is 0.66%, while BlackRock Dynamic High Income Portfolio (BDHIX) has a volatility of 2.51%. This indicates that EFIPX experiences smaller price fluctuations and is considered to be less risky than BDHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.