FEPIX vs. STYAX
Compare and contrast key facts about Fidelity Total Bond Fund (FEPIX) and Allspring Core Plus Bond Fund (STYAX).
FEPIX is managed by Fidelity. STYAX is managed by Allspring Global Investments. It was launched on Jul 13, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEPIX or STYAX.
Correlation
The correlation between FEPIX and STYAX 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
FEPIX vs. STYAX - Performance Comparison
Key characteristics
FEPIX:
0.41
STYAX:
0.41
FEPIX:
0.61
STYAX:
0.59
FEPIX:
1.07
STYAX:
1.07
FEPIX:
0.20
STYAX:
0.15
FEPIX:
1.27
STYAX:
1.22
FEPIX:
1.71%
STYAX:
1.73%
FEPIX:
5.30%
STYAX:
5.20%
FEPIX:
-18.31%
STYAX:
-20.21%
FEPIX:
-6.72%
STYAX:
-9.95%
Returns By Period
In the year-to-date period, FEPIX achieves a 1.95% return, which is significantly higher than STYAX's 1.43% return. Both investments have delivered pretty close results over the past 10 years, with FEPIX having a 1.84% annualized return and STYAX not far behind at 1.80%.
FEPIX
1.95%
-0.95%
1.16%
2.09%
0.20%
1.84%
STYAX
1.43%
-0.98%
1.02%
1.70%
-0.07%
1.80%
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FEPIX vs. STYAX - Expense Ratio Comparison
FEPIX has a 0.50% expense ratio, which is lower than STYAX's 0.69% expense ratio.
Risk-Adjusted Performance
FEPIX vs. STYAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Bond Fund (FEPIX) and Allspring Core Plus Bond Fund (STYAX). 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. STYAX - Dividend Comparison
FEPIX's dividend yield for the trailing twelve months is around 3.99%, more than STYAX's 3.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEPIX Fidelity Total Bond Fund | 3.96% | 4.09% | 3.28% | 2.16% | 2.47% | 2.88% | 3.13% | 2.69% | 2.92% | 3.65% | 3.09% | 3.87% |
STYAX Allspring Core Plus Bond Fund | 3.68% | 3.94% | 2.84% | 1.60% | 2.36% | 3.12% | 2.71% | 2.62% | 2.78% | 1.89% | 1.93% | 2.04% |
Drawdowns
FEPIX vs. STYAX - Drawdown Comparison
The maximum FEPIX drawdown since its inception was -18.31%, smaller than the maximum STYAX drawdown of -20.21%. Use the drawdown chart below to compare losses from any high point for FEPIX and STYAX. For additional features, visit the drawdowns tool.
Volatility
FEPIX vs. STYAX - Volatility Comparison
Fidelity Total Bond Fund (FEPIX) has a higher volatility of 1.54% compared to Allspring Core Plus Bond Fund (STYAX) at 1.32%. This indicates that FEPIX's price experiences larger fluctuations and is considered to be riskier than STYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.