FCFBX vs. FADMX
Compare and contrast key facts about Frost Credit Fund A Class Shares (FCFBX) and Fidelity Strategic Income Fund (FADMX).
FCFBX is managed by Fidelity. It was launched on Dec 3, 2012. FADMX is managed by Fidelity. It was launched on Oct 31, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCFBX or FADMX.
Correlation
The correlation between FCFBX and FADMX is 0.20, 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
FCFBX vs. FADMX - Performance Comparison
Key characteristics
FCFBX:
2.39
FADMX:
1.86
FCFBX:
3.53
FADMX:
2.80
FCFBX:
1.50
FADMX:
1.35
FCFBX:
2.37
FADMX:
1.57
FCFBX:
9.71
FADMX:
7.35
FCFBX:
0.69%
FADMX:
0.98%
FCFBX:
2.80%
FADMX:
3.88%
FCFBX:
-16.34%
FADMX:
-16.68%
FCFBX:
-1.23%
FADMX:
-1.11%
Returns By Period
The year-to-date returns for both stocks are quite close, with FCFBX having a 0.83% return and FADMX slightly lower at 0.80%.
FCFBX
0.83%
-0.50%
1.32%
6.92%
6.51%
N/A
FADMX
0.80%
0.17%
0.99%
7.49%
3.74%
N/A
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FCFBX vs. FADMX - Expense Ratio Comparison
FCFBX has a 1.11% expense ratio, which is higher than FADMX's 0.66% expense ratio.
Risk-Adjusted Performance
FCFBX vs. FADMX — Risk-Adjusted Performance Rank
FCFBX
FADMX
FCFBX vs. FADMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Frost Credit Fund A Class Shares (FCFBX) and Fidelity Strategic Income Fund (FADMX). 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
FCFBX vs. FADMX - Dividend Comparison
FCFBX's dividend yield for the trailing twelve months is around 5.88%, more than FADMX's 4.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
FCFBX Frost Credit Fund A Class Shares | 5.88% | 5.79% | 5.94% | 5.00% | 3.64% | 3.71% | 4.55% | 2.74% |
FADMX Fidelity Strategic Income Fund | 4.15% | 4.21% | 4.32% | 3.67% | 2.75% | 3.33% | 3.46% | 2.61% |
Drawdowns
FCFBX vs. FADMX - Drawdown Comparison
The maximum FCFBX drawdown since its inception was -16.34%, roughly equal to the maximum FADMX drawdown of -16.68%. Use the drawdown chart below to compare losses from any high point for FCFBX and FADMX. For additional features, visit the drawdowns tool.
Volatility
FCFBX vs. FADMX - Volatility Comparison
The current volatility for Frost Credit Fund A Class Shares (FCFBX) is 1.52%, while Fidelity Strategic Income Fund (FADMX) has a volatility of 1.86%. This indicates that FCFBX experiences smaller price fluctuations and is considered to be less risky than FADMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.