FFRIX vs. VWEHX
Compare and contrast key facts about Fidelity Advisor Floating Rate High Income Fund Class I (FFRIX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX).
FFRIX is managed by Fidelity. It was launched on Aug 16, 2000. VWEHX is managed by Vanguard. It was launched on Dec 27, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFRIX or VWEHX.
Correlation
The correlation between FFRIX and VWEHX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FFRIX vs. VWEHX - Performance Comparison
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Key characteristics
FFRIX:
1.69
VWEHX:
2.33
FFRIX:
2.64
VWEHX:
3.59
FFRIX:
1.62
VWEHX:
1.58
FFRIX:
1.63
VWEHX:
3.07
FFRIX:
7.63
VWEHX:
12.42
FFRIX:
0.70%
VWEHX:
0.64%
FFRIX:
3.17%
VWEHX:
3.45%
FFRIX:
-22.13%
VWEHX:
-30.17%
FFRIX:
-0.68%
VWEHX:
0.00%
Returns By Period
In the year-to-date period, FFRIX achieves a 0.03% return, which is significantly lower than VWEHX's 2.29% return. Both investments have delivered pretty close results over the past 10 years, with FFRIX having a 4.49% annualized return and VWEHX not far behind at 4.47%.
FFRIX
0.03%
2.01%
1.34%
5.38%
7.48%
4.49%
VWEHX
2.29%
2.82%
2.59%
8.00%
5.49%
4.47%
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FFRIX vs. VWEHX - Expense Ratio Comparison
FFRIX has a 0.72% expense ratio, which is higher than VWEHX's 0.23% expense ratio.
Risk-Adjusted Performance
FFRIX vs. VWEHX — Risk-Adjusted Performance Rank
FFRIX
VWEHX
FFRIX vs. VWEHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Floating Rate High Income Fund Class I (FFRIX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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.
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Dividends
FFRIX vs. VWEHX - Dividend Comparison
FFRIX's dividend yield for the trailing twelve months is around 7.39%, more than VWEHX's 6.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFRIX Fidelity Advisor Floating Rate High Income Fund Class I | 7.39% | 8.29% | 8.21% | 5.00% | 3.20% | 3.79% | 5.11% | 4.66% | 3.95% | 3.86% | 4.21% | 3.94% |
VWEHX Vanguard High-Yield Corporate Fund Investor Shares | 6.15% | 6.13% | 5.68% | 5.11% | 4.15% | 4.62% | 5.25% | 5.93% | 5.30% | 5.39% | 5.88% | 5.59% |
Drawdowns
FFRIX vs. VWEHX - Drawdown Comparison
The maximum FFRIX drawdown since its inception was -22.13%, smaller than the maximum VWEHX drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for FFRIX and VWEHX. For additional features, visit the drawdowns tool.
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Volatility
FFRIX vs. VWEHX - Volatility Comparison
The current volatility for Fidelity Advisor Floating Rate High Income Fund Class I (FFRIX) is 0.79%, while Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) has a volatility of 1.24%. This indicates that FFRIX experiences smaller price fluctuations and is considered to be less risky than VWEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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