FIKOX vs. VFIDX
Compare and contrast key facts about Fidelity Advisor Corporate Bond Fund Class Z (FIKOX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX).
FIKOX is managed by Fidelity. It was launched on Oct 2, 2018. VFIDX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKOX or VFIDX.
Correlation
The correlation between FIKOX and VFIDX is 0.94, 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
FIKOX vs. VFIDX - Performance Comparison
Key characteristics
FIKOX:
0.82
VFIDX:
0.81
FIKOX:
1.22
VFIDX:
1.20
FIKOX:
1.15
VFIDX:
1.14
FIKOX:
0.41
VFIDX:
0.33
FIKOX:
2.50
VFIDX:
2.38
FIKOX:
1.94%
VFIDX:
1.89%
FIKOX:
5.88%
VFIDX:
5.53%
FIKOX:
-22.72%
VFIDX:
-22.52%
FIKOX:
-5.94%
VFIDX:
-8.09%
Returns By Period
In the year-to-date period, FIKOX achieves a -0.19% return, which is significantly higher than VFIDX's -0.23% return.
FIKOX
-0.19%
-0.51%
1.54%
5.16%
0.60%
N/A
VFIDX
-0.23%
-0.17%
1.55%
4.49%
-0.02%
1.67%
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FIKOX vs. VFIDX - Expense Ratio Comparison
FIKOX has a 0.36% expense ratio, which is higher than VFIDX's 0.10% expense ratio.
Risk-Adjusted Performance
FIKOX vs. VFIDX — Risk-Adjusted Performance Rank
FIKOX
VFIDX
FIKOX vs. VFIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Corporate Bond Fund Class Z (FIKOX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX). 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
FIKOX vs. VFIDX - Dividend Comparison
FIKOX's dividend yield for the trailing twelve months is around 5.07%, more than VFIDX's 4.66% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Advisor Corporate Bond Fund Class Z | 5.07% | 5.06% | 4.78% | 4.35% | 2.62% | 2.66% | 3.37% | 0.98% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.66% | 4.65% | 3.89% | 3.21% | 2.36% | 2.59% | 3.12% | 3.32% | 2.91% | 2.98% | 3.21% | 3.26% |
Drawdowns
FIKOX vs. VFIDX - Drawdown Comparison
The maximum FIKOX drawdown since its inception was -22.72%, roughly equal to the maximum VFIDX drawdown of -22.52%. Use the drawdown chart below to compare losses from any high point for FIKOX and VFIDX. For additional features, visit the drawdowns tool.
Volatility
FIKOX vs. VFIDX - Volatility Comparison
Fidelity Advisor Corporate Bond Fund Class Z (FIKOX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) have volatilities of 1.74% and 1.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.