FCFAX vs. FBNDX

In the year-to-date period, FCFAX achieves a 0.63% return, which is significantly lower than FBNDX's 1.95% return. Over the past 10 years, FCFAX has outperformed FBNDX with an annualized return of 4.02%, while FBNDX has yielded a comparatively lower 1.72% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FCFAX has a 0.96% expense ratio, which is higher than FBNDX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Frost Credit Fund (FCFAX) and Fidelity Investment Grade Bond Fund (FBNDX). 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.

The current FCFAX Sharpe Ratio is 2.00, which is higher than the FBNDX Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of FCFAX and FBNDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCFAX's dividend yield for the trailing twelve months is around 5.91%, more than FBNDX's 3.60% yield.

The maximum FCFAX drawdown since its inception was -16.33%, smaller than the maximum FBNDX drawdown of -20.16%. Use the drawdown chart below to compare losses from any high point for FCFAX and FBNDX. For additional features, visit the drawdowns tool.