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.
Performance
FEPAX vs. VIGAX - Performance Comparison
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FEPAX vs. VIGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEPAX Fidelity Advisor Total Bond Fund Class A | -0.54% | 7.18% | 1.16% | 6.54% | -13.76% | -0.56% | 9.02% | 9.55% | -1.07% | 3.79% |
VIGAX Vanguard Growth Index Fund Admiral Shares | -13.83% | 19.43% | 32.67% | 46.76% | -33.14% | 27.26% | 40.18% | 37.23% | -3.35% | 27.80% |
Returns By Period
In the year-to-date period, FEPAX achieves a -0.54% return, which is significantly higher than VIGAX's -13.83% return. Over the past 10 years, FEPAX has underperformed VIGAX with an annualized return of 2.14%, while VIGAX has yielded a comparatively higher 15.56% annualized return.
FEPAX
- 1D
- 0.53%
- 1M
- -2.35%
- YTD
- -0.54%
- 6M
- 0.34%
- 1Y
- 3.90%
- 3Y*
- 3.68%
- 5Y*
- 0.30%
- 10Y*
- 2.14%
VIGAX
- 1D
- -0.57%
- 1M
- -8.83%
- YTD
- -13.83%
- 6M
- -12.31%
- 1Y
- 13.72%
- 3Y*
- 19.56%
- 5Y*
- 10.93%
- 10Y*
- 15.56%
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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.
Return for Risk
FEPAX vs. VIGAX — Risk / Return Rank
FEPAX
VIGAX
FEPAX vs. VIGAX - Risk-Adjusted Trends 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.
| FEPAX | VIGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.61 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.04 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.15 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 0.66 | +1.03 |
Martin ratioReturn relative to average drawdown | 5.18 | 2.37 | +2.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FEPAX | VIGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.61 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.49 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.73 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.43 | +0.40 |
Correlation
The correlation between FEPAX and VIGAX is -0.08. 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.
Dividends
FEPAX vs. VIGAX - Dividend Comparison
FEPAX's dividend yield for the trailing twelve months is around 3.75%, more than VIGAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEPAX Fidelity Advisor Total Bond Fund Class A | 3.75% | 4.07% | 3.18% | 3.51% | 2.29% | 1.68% | 4.93% | 2.73% | 2.87% | 2.49% | 3.28% | 3.01% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.46% | 0.40% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% |
Drawdowns
FEPAX vs. VIGAX - Drawdown Comparison
The maximum FEPAX drawdown since its inception was -18.52%, 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.
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Drawdown Indicators
| FEPAX | VIGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.52% | -50.66% | +32.14% |
Max Drawdown (1Y)Largest decline over 1 year | -2.91% | -16.51% | +13.60% |
Max Drawdown (5Y)Largest decline over 5 years | -18.52% | -35.63% | +17.11% |
Max Drawdown (10Y)Largest decline over 10 years | -18.52% | -35.63% | +17.11% |
Current DrawdownCurrent decline from peak | -2.35% | -16.51% | +14.16% |
Average DrawdownAverage peak-to-trough decline | -2.63% | -12.02% | +9.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 4.57% | -3.62% |
Volatility
FEPAX vs. VIGAX - Volatility Comparison
The current volatility for Fidelity Advisor Total Bond Fund Class A (FEPAX) is 1.54%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.52%. 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.
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Volatility by Period
| FEPAX | VIGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.54% | 5.52% | -3.98% |
Volatility (6M)Calculated over the trailing 6-month period | 2.58% | 12.10% | -9.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.36% | 22.69% | -18.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.62% | 22.30% | -16.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.70% | 21.49% | -16.79% |