FGBAX vs. FTHRX
Compare and contrast key facts about Fidelity Advisor Investment Grade Bond Fund Class A (FGBAX) and Fidelity Intermediate Bond Fund (FTHRX).
FGBAX is managed by Fidelity. It was launched on Aug 27, 2002. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGBAX or FTHRX.
Correlation
The correlation between FGBAX and FTHRX is 0.91, 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
FGBAX vs. FTHRX - Performance Comparison
Key characteristics
FGBAX:
0.20
FTHRX:
0.77
FGBAX:
0.32
FTHRX:
1.16
FGBAX:
1.04
FTHRX:
1.14
FGBAX:
0.07
FTHRX:
0.35
FGBAX:
0.51
FTHRX:
2.23
FGBAX:
2.17%
FTHRX:
1.22%
FGBAX:
5.51%
FTHRX:
3.58%
FGBAX:
-20.61%
FTHRX:
-13.96%
FGBAX:
-12.19%
FTHRX:
-4.35%
Returns By Period
In the year-to-date period, FGBAX achieves a -1.27% return, which is significantly lower than FTHRX's -0.70% return. Over the past 10 years, FGBAX has underperformed FTHRX with an annualized return of 1.01%, while FTHRX has yielded a comparatively higher 1.42% annualized return.
FGBAX
-1.27%
-2.17%
-1.27%
0.13%
-0.88%
1.01%
FTHRX
-0.70%
-1.25%
0.39%
2.12%
0.28%
1.42%
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FGBAX vs. FTHRX - Expense Ratio Comparison
FGBAX has a 0.75% expense ratio, which is higher than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
FGBAX vs. FTHRX — Risk-Adjusted Performance Rank
FGBAX
FTHRX
FGBAX vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Investment Grade Bond Fund Class A (FGBAX) and Fidelity Intermediate Bond Fund (FTHRX). 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
FGBAX vs. FTHRX - Dividend Comparison
FGBAX's dividend yield for the trailing twelve months is around 3.44%, more than FTHRX's 3.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGBAX Fidelity Advisor Investment Grade Bond Fund Class A | 3.44% | 3.40% | 3.27% | 2.34% | 1.23% | 1.55% | 2.43% | 2.53% | 1.86% | 2.16% | 2.58% | 2.25% |
FTHRX Fidelity Intermediate Bond Fund | 3.22% | 3.19% | 2.94% | 2.04% | 1.60% | 2.19% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
FGBAX vs. FTHRX - Drawdown Comparison
The maximum FGBAX drawdown since its inception was -20.61%, which is greater than FTHRX's maximum drawdown of -13.96%. Use the drawdown chart below to compare losses from any high point for FGBAX and FTHRX. For additional features, visit the drawdowns tool.
Volatility
FGBAX vs. FTHRX - Volatility Comparison
Fidelity Advisor Investment Grade Bond Fund Class A (FGBAX) has a higher volatility of 1.28% compared to Fidelity Intermediate Bond Fund (FTHRX) at 0.78%. This indicates that FGBAX's price experiences larger fluctuations and is considered to be riskier than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.