FEPIX vs. VIGAX
Compare and contrast key facts about Fidelity Total Bond Fund (FEPIX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
FEPIX is managed by Fidelity. 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: FEPIX or VIGAX.
Key characteristics
| FEPIX | VIGAX | |
|---|---|---|
| YTD Return | -0.66% | 11.39% |
| 1Y Return | 2.86% | 36.63% |
| 3Y Return (Ann) | -2.02% | 9.98% |
| 5Y Return (Ann) | 1.18% | 17.45% |
| 10Y Return (Ann) | 2.07% | 15.09% |
| Sharpe Ratio | 0.52 | 2.37 |
| Daily Std Dev | 6.32% | 15.67% |
| Max Drawdown | -17.77% | -50.66% |
| Current Drawdown | -8.51% | -0.26% |
Correlation
The correlation between FEPIX 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
FEPIX vs. VIGAX - Performance Comparison
In the year-to-date period, FEPIX achieves a -0.66% return, which is significantly lower than VIGAX's 11.39% return. Over the past 10 years, FEPIX has underperformed VIGAX with an annualized return of 2.07%, while VIGAX has yielded a comparatively higher 15.09% 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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FEPIX vs. VIGAX - Expense Ratio Comparison
FEPIX has a 0.50% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Risk-Adjusted Performance
FEPIX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Bond Fund (FEPIX) 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
FEPIX vs. VIGAX - Dividend Comparison
FEPIX's dividend yield for the trailing twelve months is around 4.28%, more than VIGAX's 0.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEPIX Fidelity Total Bond Fund | 4.28% | 4.10% | 3.28% | 2.20% | 5.18% | 2.98% | 3.13% | 2.92% | 3.19% | 3.65% | 3.09% | 3.87% |
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
FEPIX vs. VIGAX - Drawdown Comparison
The maximum FEPIX drawdown since its inception was -17.77%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for FEPIX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
FEPIX vs. VIGAX - Volatility Comparison
The current volatility for Fidelity Total Bond Fund (FEPIX) is 1.27%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.07%. This indicates that FEPIX 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.