FCFBX vs. FSTAX
Compare and contrast key facts about Frost Credit Fund A Class Shares (FCFBX) and Fidelity Advisor Strategic Income Fund Class A (FSTAX).
FCFBX is managed by Fidelity. It was launched on Dec 3, 2012. FSTAX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCFBX or FSTAX.
Correlation
The correlation between FCFBX and FSTAX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FCFBX vs. FSTAX - Performance Comparison
Key characteristics
FCFBX:
2.90
FSTAX:
1.72
FCFBX:
4.44
FSTAX:
2.51
FCFBX:
1.59
FSTAX:
1.32
FCFBX:
5.52
FSTAX:
1.00
FCFBX:
16.66
FSTAX:
7.79
FCFBX:
0.44%
FSTAX:
0.82%
FCFBX:
2.53%
FSTAX:
3.73%
FCFBX:
-16.34%
FSTAX:
-17.81%
FCFBX:
-1.33%
FSTAX:
-2.33%
Returns By Period
In the year-to-date period, FCFBX achieves a -0.32% return, which is significantly higher than FSTAX's -0.53% return.
FCFBX
-0.32%
-0.71%
2.17%
7.12%
4.14%
N/A
FSTAX
-0.53%
-1.32%
1.43%
5.51%
1.67%
2.85%
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FCFBX vs. FSTAX - Expense Ratio Comparison
FCFBX has a 1.11% expense ratio, which is higher than FSTAX's 0.97% expense ratio.
Risk-Adjusted Performance
FCFBX vs. FSTAX — Risk-Adjusted Performance Rank
FCFBX
FSTAX
FCFBX vs. FSTAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Frost Credit Fund A Class Shares (FCFBX) and Fidelity Advisor Strategic Income Fund Class A (FSTAX). 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. FSTAX - Dividend Comparison
FCFBX's dividend yield for the trailing twelve months is around 5.81%, more than FSTAX's 3.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCFBX Frost Credit Fund A Class Shares | 5.81% | 5.79% | 5.94% | 5.00% | 3.64% | 3.71% | 4.55% | 2.74% | 0.00% | 0.00% | 0.00% | 0.00% |
FSTAX Fidelity Advisor Strategic Income Fund Class A | 3.94% | 3.92% | 4.03% | 3.37% | 2.44% | 3.06% | 3.17% | 3.39% | 2.87% | 3.23% | 3.45% | 5.08% |
Drawdowns
FCFBX vs. FSTAX - Drawdown Comparison
The maximum FCFBX drawdown since its inception was -16.34%, smaller than the maximum FSTAX drawdown of -17.81%. Use the drawdown chart below to compare losses from any high point for FCFBX and FSTAX. For additional features, visit the drawdowns tool.
Volatility
FCFBX vs. FSTAX - Volatility Comparison
The current volatility for Frost Credit Fund A Class Shares (FCFBX) is 0.62%, while Fidelity Advisor Strategic Income Fund Class A (FSTAX) has a volatility of 1.24%. This indicates that FCFBX experiences smaller price fluctuations and is considered to be less risky than FSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.