Correlation
The correlation between FIRNX and FZROX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FIRNX vs. FZROX
Compare and contrast key facts about Fidelity Simplicity RMD Income Fund (FIRNX) and Fidelity ZERO Total Market Index Fund (FZROX).
FIRNX is managed by Fidelity. It was launched on Aug 30, 2007. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIRNX or FZROX.
Performance
FIRNX vs. FZROX - Performance Comparison
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Key characteristics
Returns By Period
FIRNX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
FZROX
0.59%
6.44%
-2.40%
13.91%
13.86%
15.39%
N/A
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FIRNX vs. FZROX - Expense Ratio Comparison
FIRNX has a 0.46% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Risk-Adjusted Performance
FIRNX vs. FZROX — Risk-Adjusted Performance Rank
FIRNX
FZROX
FIRNX vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Simplicity RMD Income Fund (FIRNX) and Fidelity ZERO Total Market Index Fund (FZROX). 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.
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Dividends
FIRNX vs. FZROX - Dividend Comparison
FIRNX has not paid dividends to shareholders, while FZROX's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIRNX Fidelity Simplicity RMD Income Fund | 2.59% | 3.15% | 2.89% | 3.51% | 2.40% | 1.14% | 1.62% | 1.69% | 1.19% | 1.22% | 3.71% | 3.47% |
FZROX Fidelity ZERO Total Market Index Fund | 1.15% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIRNX vs. FZROX - Drawdown Comparison
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Volatility
FIRNX vs. FZROX - Volatility Comparison
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