FBKWX vs. VWIUX
Compare and contrast key facts about Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX).
FBKWX is managed by Fidelity. It was launched on Oct 15, 2002. VWIUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBKWX or VWIUX.
Correlation
The correlation between FBKWX and VWIUX is 0.32, 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
FBKWX vs. VWIUX - Performance Comparison
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Key characteristics
FBKWX:
3.46%
VWIUX:
4.30%
FBKWX:
-0.32%
VWIUX:
-11.49%
FBKWX:
-0.32%
VWIUX:
-2.07%
Returns By Period
FBKWX
N/A
N/A
N/A
N/A
N/A
N/A
VWIUX
-0.60%
1.67%
-0.52%
1.49%
1.31%
2.23%
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FBKWX vs. VWIUX - Expense Ratio Comparison
FBKWX has a 0.36% expense ratio, which is higher than VWIUX's 0.09% expense ratio.
Risk-Adjusted Performance
FBKWX vs. VWIUX — Risk-Adjusted Performance Rank
FBKWX
VWIUX
FBKWX vs. VWIUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX). 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. VWIUX - Dividend Comparison
FBKWX's dividend yield for the trailing twelve months is around 4.60%, more than VWIUX's 2.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBKWX Fidelity Advisor Total Bond Fund Class Z | 4.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | 2.94% | 3.10% | 2.79% | 2.50% | 2.16% | 2.40% | 2.68% | 2.89% | 2.83% | 2.92% | 2.97% | 3.13% |
Drawdowns
FBKWX vs. VWIUX - Drawdown Comparison
The maximum FBKWX drawdown since its inception was -0.32%, smaller than the maximum VWIUX drawdown of -11.49%. Use the drawdown chart below to compare losses from any high point for FBKWX and VWIUX. For additional features, visit the drawdowns tool.
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Volatility
FBKWX vs. VWIUX - Volatility Comparison
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