FIFZX vs. FXNAX
Compare and contrast key facts about Fidelity Series Bond Index Fund (FIFZX) and Fidelity U.S. Bond Index Fund (FXNAX).
FIFZX is managed by Fidelity. It was launched on Apr 26, 2019. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIFZX or FXNAX.
Correlation
The correlation between FIFZX and FXNAX is 0.98, 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
FIFZX vs. FXNAX - Performance Comparison
Key characteristics
FIFZX:
0.19
FXNAX:
0.23
FIFZX:
0.31
FXNAX:
0.36
FIFZX:
1.04
FXNAX:
1.04
FIFZX:
0.07
FXNAX:
0.08
FIFZX:
0.48
FXNAX:
0.55
FIFZX:
2.22%
FXNAX:
2.21%
FIFZX:
5.57%
FXNAX:
5.39%
FIFZX:
-19.56%
FXNAX:
-19.64%
FIFZX:
-11.39%
FXNAX:
-11.50%
Returns By Period
The year-to-date returns for both stocks are quite close, with FIFZX having a -1.24% return and FXNAX slightly lower at -1.27%.
FIFZX
-1.24%
-2.12%
-1.07%
0.05%
-0.95%
N/A
FXNAX
-1.27%
-2.13%
-1.13%
0.05%
-0.97%
0.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIFZX vs. FXNAX - Expense Ratio Comparison
FIFZX has a 0.00% expense ratio, which is lower than FXNAX's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FIFZX vs. FXNAX — Risk-Adjusted Performance Rank
FIFZX
FXNAX
FIFZX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Bond Index Fund (FIFZX) and Fidelity U.S. Bond Index Fund (FXNAX). 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
FIFZX vs. FXNAX - Dividend Comparison
FIFZX's dividend yield for the trailing twelve months is around 3.37%, more than FXNAX's 3.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIFZX Fidelity Series Bond Index Fund | 3.37% | 3.33% | 3.09% | 2.31% | 1.59% | 2.11% | 1.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXNAX Fidelity U.S. Bond Index Fund | 3.13% | 3.09% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% |
Drawdowns
FIFZX vs. FXNAX - Drawdown Comparison
The maximum FIFZX drawdown since its inception was -19.56%, roughly equal to the maximum FXNAX drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for FIFZX and FXNAX. For additional features, visit the drawdowns tool.
Volatility
FIFZX vs. FXNAX - Volatility Comparison
Fidelity Series Bond Index Fund (FIFZX) has a higher volatility of 1.23% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.14%. This indicates that FIFZX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.