FEPAX vs. VIGAX
Compare and contrast key facts about Fidelity Advisor Total Bond Fund Class A (FEPAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
FEPAX is managed by Fidelity. It was launched on Oct 15, 2002. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEPAX or VIGAX.
Key characteristics
| FEPAX | VIGAX | |
|---|---|---|
| YTD Return | -0.12% | 13.14% |
| 1Y Return | 3.59% | 38.98% |
| 3Y Return (Ann) | -2.04% | 10.54% |
| 5Y Return (Ann) | 1.06% | 17.99% |
| 10Y Return (Ann) | 1.87% | 15.26% |
| Sharpe Ratio | 0.66 | 2.46 |
| Daily Std Dev | 6.22% | 15.73% |
| Max Drawdown | -17.95% | -50.66% |
| Current Drawdown | -8.51% | 0.00% |
Correlation
The correlation between FEPAX and VIGAX 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
FEPAX vs. VIGAX - Performance Comparison
In the year-to-date period, FEPAX achieves a -0.12% return, which is significantly lower than VIGAX's 13.14% return. Over the past 10 years, FEPAX has underperformed VIGAX with an annualized return of 1.87%, while VIGAX has yielded a comparatively higher 15.26% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FEPAX vs. VIGAX - Expense Ratio Comparison
FEPAX has a 0.75% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Risk-Adjusted Performance
FEPAX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Total Bond Fund Class A (FEPAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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. VIGAX - Dividend Comparison
FEPAX's dividend yield for the trailing twelve months is around 4.01%, more than VIGAX's 0.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEPAX Fidelity Advisor Total Bond Fund Class A | 4.01% | 3.85% | 3.02% | 1.95% | 4.93% | 2.73% | 2.87% | 2.67% | 2.89% | 3.39% | 2.83% | 3.59% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.52% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
Drawdowns
FEPAX vs. VIGAX - Drawdown Comparison
The maximum FEPAX drawdown since its inception was -17.95%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for FEPAX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
FEPAX vs. VIGAX - Volatility Comparison
The current volatility for Fidelity Advisor Total Bond Fund Class A (FEPAX) is 1.24%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.25%. This indicates that FEPAX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.