FCBFX vs. FXNAX
Compare and contrast key facts about Fidelity Corporate Bond Fund (FCBFX) and Fidelity U.S. Bond Index Fund (FXNAX).
FCBFX is managed by Fidelity. It was launched on May 4, 2010. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCBFX or FXNAX.
Correlation
The correlation between FCBFX and FXNAX is -0.10. 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
FCBFX vs. FXNAX - Performance Comparison
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Key characteristics
FCBFX:
0.88
FXNAX:
0.92
FCBFX:
1.39
FXNAX:
1.47
FCBFX:
1.16
FXNAX:
1.17
FCBFX:
0.44
FXNAX:
0.39
FCBFX:
2.70
FXNAX:
2.43
FCBFX:
2.04%
FXNAX:
2.16%
FCBFX:
5.86%
FXNAX:
5.32%
FCBFX:
-23.12%
FXNAX:
-19.64%
FCBFX:
-7.35%
FXNAX:
-8.49%
Returns By Period
In the year-to-date period, FCBFX achieves a 1.37% return, which is significantly lower than FXNAX's 1.77% return. Over the past 10 years, FCBFX has outperformed FXNAX with an annualized return of 2.48%, while FXNAX has yielded a comparatively lower 1.35% annualized return.
FCBFX
1.37%
1.71%
0.13%
5.51%
0.37%
2.48%
FXNAX
1.77%
0.68%
0.89%
5.25%
-1.07%
1.35%
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FCBFX vs. FXNAX - Expense Ratio Comparison
FCBFX has a 0.44% expense ratio, which is higher than FXNAX's 0.03% expense ratio.
Risk-Adjusted Performance
FCBFX vs. FXNAX — Risk-Adjusted Performance Rank
FCBFX
FXNAX
FCBFX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Corporate Bond Fund (FCBFX) and Fidelity U.S. Bond Index Fund (FXNAX). 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
FCBFX vs. FXNAX - Dividend Comparison
FCBFX's dividend yield for the trailing twelve months is around 4.05%, more than FXNAX's 3.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCBFX Fidelity Corporate Bond Fund | 4.05% | 3.94% | 3.74% | 3.37% | 2.53% | 2.58% | 3.29% | 3.64% | 3.17% | 3.26% | 3.32% | 3.07% |
FXNAX Fidelity U.S. Bond Index Fund | 3.17% | 3.40% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% |
Drawdowns
FCBFX vs. FXNAX - Drawdown Comparison
The maximum FCBFX drawdown since its inception was -23.12%, which is greater than FXNAX's maximum drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for FCBFX and FXNAX. For additional features, visit the drawdowns tool.
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Volatility
FCBFX vs. FXNAX - Volatility Comparison
Fidelity Corporate Bond Fund (FCBFX) and Fidelity U.S. Bond Index Fund (FXNAX) 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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