FIKRX vs. FJRLX
Compare and contrast key facts about Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) and Fidelity Limited Term Bond Fund (FJRLX).
FIKRX is managed by Fidelity. It was launched on Oct 2, 2018. FJRLX is managed by Fidelity. It was launched on Feb 2, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKRX or FJRLX.
Correlation
The correlation between FIKRX and FJRLX is 0.99, 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
FIKRX vs. FJRLX - Performance Comparison
Key characteristics
FIKRX:
1.87
FJRLX:
1.84
FIKRX:
2.90
FJRLX:
2.82
FIKRX:
1.38
FJRLX:
1.38
FIKRX:
2.81
FJRLX:
2.41
FIKRX:
8.04
FJRLX:
7.75
FIKRX:
0.57%
FJRLX:
0.57%
FIKRX:
2.46%
FJRLX:
2.41%
FIKRX:
-9.45%
FJRLX:
-9.55%
FIKRX:
-1.19%
FJRLX:
-1.19%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with FIKRX at -0.35% and FJRLX at -0.35%.
FIKRX
-0.35%
-0.67%
1.62%
3.99%
1.50%
N/A
FJRLX
-0.35%
-0.67%
1.61%
3.95%
1.42%
1.85%
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FIKRX vs. FJRLX - Expense Ratio Comparison
FIKRX has a 0.36% expense ratio, which is lower than FJRLX's 0.45% expense ratio.
Risk-Adjusted Performance
FIKRX vs. FJRLX — Risk-Adjusted Performance Rank
FIKRX
FJRLX
FIKRX vs. FJRLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) and Fidelity Limited Term Bond Fund (FJRLX). 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
FIKRX vs. FJRLX - Dividend Comparison
FIKRX's dividend yield for the trailing twelve months is around 3.10%, more than FJRLX's 3.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKRX Fidelity Advisor Limited Term Bond Fund Class Z | 3.10% | 3.09% | 2.44% | 1.73% | 1.38% | 1.99% | 2.54% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% |
FJRLX Fidelity Limited Term Bond Fund | 3.06% | 3.05% | 2.38% | 1.63% | 1.28% | 1.89% | 2.44% | 2.28% | 1.80% | 1.61% | 1.87% | 1.96% |
Drawdowns
FIKRX vs. FJRLX - Drawdown Comparison
The maximum FIKRX drawdown since its inception was -9.45%, roughly equal to the maximum FJRLX drawdown of -9.55%. Use the drawdown chart below to compare losses from any high point for FIKRX and FJRLX. For additional features, visit the drawdowns tool.
Volatility
FIKRX vs. FJRLX - Volatility Comparison
Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) and Fidelity Limited Term Bond Fund (FJRLX) have volatilities of 0.59% and 0.59%, 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.