FEPIX vs. DIPSX
Compare and contrast key facts about Fidelity Total Bond Fund (FEPIX) and DFA Inflation-Protected Securities Portfolio (DIPSX).
FEPIX is managed by Fidelity. DIPSX is managed by Dimensional Fund Advisors LP. It was launched on Sep 17, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEPIX or DIPSX.
Correlation
The correlation between FEPIX and DIPSX is 0.75, 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
FEPIX vs. DIPSX - Performance Comparison
Key characteristics
FEPIX:
0.33
DIPSX:
0.19
FEPIX:
0.50
DIPSX:
0.29
FEPIX:
1.06
DIPSX:
1.04
FEPIX:
0.16
DIPSX:
0.08
FEPIX:
1.02
DIPSX:
0.62
FEPIX:
1.71%
DIPSX:
1.45%
FEPIX:
5.29%
DIPSX:
4.72%
FEPIX:
-18.31%
DIPSX:
-15.57%
FEPIX:
-6.53%
DIPSX:
-8.20%
Returns By Period
In the year-to-date period, FEPIX achieves a 2.17% return, which is significantly higher than DIPSX's 1.37% return. Over the past 10 years, FEPIX has underperformed DIPSX with an annualized return of 1.90%, while DIPSX has yielded a comparatively higher 2.17% annualized return.
FEPIX
2.17%
-0.63%
1.38%
2.38%
0.24%
1.90%
DIPSX
1.37%
-1.38%
0.08%
1.09%
1.70%
2.17%
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FEPIX vs. DIPSX - Expense Ratio Comparison
FEPIX has a 0.50% expense ratio, which is higher than DIPSX's 0.11% expense ratio.
Risk-Adjusted Performance
FEPIX vs. DIPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Bond Fund (FEPIX) and DFA Inflation-Protected Securities Portfolio (DIPSX). 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
FEPIX vs. DIPSX - Dividend Comparison
FEPIX's dividend yield for the trailing twelve months is around 3.95%, more than DIPSX's 2.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEPIX Fidelity Total Bond Fund | 3.95% | 4.09% | 3.28% | 2.16% | 2.47% | 2.88% | 3.13% | 2.69% | 2.92% | 3.65% | 3.09% | 3.87% |
DIPSX DFA Inflation-Protected Securities Portfolio | 2.15% | 3.74% | 8.15% | 4.82% | 1.28% | 1.97% | 2.28% | 2.64% | 1.75% | 0.60% | 1.91% | 1.37% |
Drawdowns
FEPIX vs. DIPSX - Drawdown Comparison
The maximum FEPIX drawdown since its inception was -18.31%, which is greater than DIPSX's maximum drawdown of -15.57%. Use the drawdown chart below to compare losses from any high point for FEPIX and DIPSX. For additional features, visit the drawdowns tool.
Volatility
FEPIX vs. DIPSX - Volatility Comparison
Fidelity Total Bond Fund (FEPIX) has a higher volatility of 1.56% compared to DFA Inflation-Protected Securities Portfolio (DIPSX) at 1.42%. This indicates that FEPIX's price experiences larger fluctuations and is considered to be riskier than DIPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.