FHIGX vs. VWITX

In the year-to-date period, FHIGX achieves a -2.65% return, which is significantly lower than VWITX's -1.36% return. Over the past 10 years, FHIGX has underperformed VWITX with an annualized return of 1.52%, while VWITX has yielded a comparatively higher 1.98% annualized return.

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FHIGX has a 0.45% expense ratio, which is higher than VWITX's 0.17% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Municipal Income Fund (FHIGX) and Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX). 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.

The current FHIGX Sharpe Ratio is 0.10, which is lower than the VWITX Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of FHIGX and VWITX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FHIGX's dividend yield for the trailing twelve months is around 3.06%, less than VWITX's 3.14% yield.

The maximum FHIGX drawdown since its inception was -16.91%, smaller than the maximum VWITX drawdown of -22.10%. Use the drawdown chart below to compare losses from any high point for FHIGX and VWITX. For additional features, visit the drawdowns tool.

Fidelity Municipal Income Fund (FHIGX) has a higher volatility of 4.20% compared to Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) at 3.28%. This indicates that FHIGX's price experiences larger fluctuations and is considered to be riskier than VWITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.