FBKWX vs. NEFRX
Compare and contrast key facts about Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Loomis Sayles Core Plus Bond Fund (NEFRX).
FBKWX is managed by Fidelity. It was launched on Oct 15, 2002. NEFRX is managed by Natixis Funds. It was launched on Nov 7, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBKWX or NEFRX.
Correlation
The correlation between FBKWX and NEFRX is -0.01. 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
FBKWX vs. NEFRX - Performance Comparison
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Key characteristics
FBKWX:
1.07
NEFRX:
0.77
FBKWX:
1.67
NEFRX:
1.13
FBKWX:
1.20
NEFRX:
1.13
FBKWX:
0.62
NEFRX:
0.32
FBKWX:
3.34
NEFRX:
1.75
FBKWX:
1.77%
NEFRX:
2.40%
FBKWX:
5.27%
NEFRX:
5.48%
FBKWX:
-18.08%
NEFRX:
-20.25%
FBKWX:
-3.58%
NEFRX:
-8.71%
Returns By Period
In the year-to-date period, FBKWX achieves a 1.90% return, which is significantly lower than NEFRX's 2.14% return. Over the past 10 years, FBKWX has outperformed NEFRX with an annualized return of 2.15%, while NEFRX has yielded a comparatively lower 1.55% annualized return.
FBKWX
1.90%
1.23%
1.07%
5.90%
0.45%
2.15%
NEFRX
2.14%
1.06%
0.72%
4.47%
-0.61%
1.55%
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FBKWX vs. NEFRX - Expense Ratio Comparison
FBKWX has a 0.36% expense ratio, which is lower than NEFRX's 0.71% expense ratio.
Risk-Adjusted Performance
FBKWX vs. NEFRX — Risk-Adjusted Performance Rank
FBKWX
NEFRX
FBKWX vs. NEFRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Loomis Sayles Core Plus Bond Fund (NEFRX). 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
FBKWX vs. NEFRX - Dividend Comparison
FBKWX's dividend yield for the trailing twelve months is around 4.60%, more than NEFRX's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBKWX Fidelity Advisor Total Bond Fund Class Z | 4.60% | 4.60% | 4.23% | 3.42% | 2.29% | 2.62% | 3.02% | 3.31% | 2.84% | 3.06% | 3.81% | 0.22% |
NEFRX Loomis Sayles Core Plus Bond Fund | 3.97% | 3.92% | 3.59% | 3.09% | 2.14% | 2.04% | 2.52% | 2.88% | 2.68% | 3.18% | 2.59% | 3.26% |
Drawdowns
FBKWX vs. NEFRX - Drawdown Comparison
The maximum FBKWX drawdown since its inception was -18.08%, smaller than the maximum NEFRX drawdown of -20.25%. Use the drawdown chart below to compare losses from any high point for FBKWX and NEFRX. For additional features, visit the drawdowns tool.
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Volatility
FBKWX vs. NEFRX - Volatility Comparison
Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Loomis Sayles Core Plus Bond Fund (NEFRX) have volatilities of 1.67% and 1.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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