FEPAX vs. ABNDX
Compare and contrast key facts about Fidelity Advisor Total Bond Fund Class A (FEPAX) and American Funds The Bond Fund of America (ABNDX).
FEPAX is managed by Fidelity. It was launched on Oct 15, 2002. ABNDX is managed by American Funds. It was launched on May 28, 1974.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEPAX or ABNDX.
Correlation
The correlation between FEPAX and ABNDX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FEPAX vs. ABNDX - Performance Comparison
Key characteristics
FEPAX:
0.37
ABNDX:
0.07
FEPAX:
0.57
ABNDX:
0.14
FEPAX:
1.07
ABNDX:
1.02
FEPAX:
0.16
ABNDX:
0.03
FEPAX:
1.02
ABNDX:
0.18
FEPAX:
1.89%
ABNDX:
2.25%
FEPAX:
5.20%
ABNDX:
5.57%
FEPAX:
-18.69%
ABNDX:
-20.29%
FEPAX:
-8.32%
ABNDX:
-12.68%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with FEPAX at -1.17% and ABNDX at -1.17%. Over the past 10 years, FEPAX has outperformed ABNDX with an annualized return of 1.40%, while ABNDX has yielded a comparatively lower 0.77% annualized return.
FEPAX
-1.17%
-2.17%
-0.73%
0.98%
-0.35%
1.40%
ABNDX
-1.17%
-1.69%
-0.73%
0.15%
-0.80%
0.77%
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FEPAX vs. ABNDX - Expense Ratio Comparison
FEPAX has a 0.75% expense ratio, which is higher than ABNDX's 0.55% expense ratio.
Risk-Adjusted Performance
FEPAX vs. ABNDX — Risk-Adjusted Performance Rank
FEPAX
ABNDX
FEPAX vs. ABNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Total Bond Fund Class A (FEPAX) and American Funds The Bond Fund of America (ABNDX). 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
FEPAX vs. ABNDX - Dividend Comparison
FEPAX's dividend yield for the trailing twelve months is around 3.91%, less than ABNDX's 4.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEPAX Fidelity Advisor Total Bond Fund Class A | 3.91% | 3.86% | 3.85% | 3.02% | 1.93% | 2.22% | 2.63% | 2.87% | 2.44% | 2.62% | 3.39% | 2.83% |
ABNDX American Funds The Bond Fund of America | 4.34% | 4.29% | 3.58% | 2.71% | 1.45% | 1.87% | 2.32% | 2.39% | 1.84% | 1.71% | 2.01% | 2.13% |
Drawdowns
FEPAX vs. ABNDX - Drawdown Comparison
The maximum FEPAX drawdown since its inception was -18.69%, smaller than the maximum ABNDX drawdown of -20.29%. Use the drawdown chart below to compare losses from any high point for FEPAX and ABNDX. For additional features, visit the drawdowns tool.
Volatility
FEPAX vs. ABNDX - Volatility Comparison
The current volatility for Fidelity Advisor Total Bond Fund Class A (FEPAX) is 1.19%, while American Funds The Bond Fund of America (ABNDX) has a volatility of 1.28%. This indicates that FEPAX experiences smaller price fluctuations and is considered to be less risky than ABNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.