FIWDX vs. FGRIX
Compare and contrast key facts about Fidelity Advisor Strategic Income Fund Class Z (FIWDX) and Fidelity Growth & Income Portfolio (FGRIX).
FIWDX is managed by Fidelity. It was launched on Oct 2, 2018. FGRIX is managed by Fidelity. It was launched on Dec 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIWDX or FGRIX.
Correlation
The correlation between FIWDX and FGRIX is 0.41, 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.
Performance
FIWDX vs. FGRIX - Performance Comparison
Key characteristics
FIWDX:
2.12
FGRIX:
1.48
FIWDX:
3.20
FGRIX:
2.05
FIWDX:
1.41
FGRIX:
1.27
FIWDX:
2.45
FGRIX:
2.50
FIWDX:
9.59
FGRIX:
7.93
FIWDX:
0.83%
FGRIX:
2.21%
FIWDX:
3.79%
FGRIX:
11.84%
FIWDX:
-16.19%
FGRIX:
-66.20%
FIWDX:
-1.07%
FGRIX:
-2.49%
Returns By Period
In the year-to-date period, FIWDX achieves a 0.69% return, which is significantly lower than FGRIX's 3.82% return.
FIWDX
0.69%
0.69%
2.64%
7.51%
2.89%
N/A
FGRIX
3.82%
3.82%
6.66%
18.12%
11.33%
10.20%
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FIWDX vs. FGRIX - Expense Ratio Comparison
FIWDX has a 0.61% expense ratio, which is higher than FGRIX's 0.57% expense ratio.
Risk-Adjusted Performance
FIWDX vs. FGRIX — Risk-Adjusted Performance Rank
FIWDX
FGRIX
FIWDX vs. FGRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Income Fund Class Z (FIWDX) and Fidelity Growth & Income Portfolio (FGRIX). 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
FIWDX vs. FGRIX - Dividend Comparison
FIWDX's dividend yield for the trailing twelve months is around 4.92%, more than FGRIX's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIWDX Fidelity Advisor Strategic Income Fund Class Z | 4.92% | 5.31% | 5.42% | 4.68% | 2.80% | 3.39% | 3.52% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% |
FGRIX Fidelity Growth & Income Portfolio | 1.38% | 1.43% | 1.60% | 1.68% | 2.07% | 1.89% | 1.77% | 2.13% | 1.52% | 1.80% | 3.50% | 2.98% |
Drawdowns
FIWDX vs. FGRIX - Drawdown Comparison
The maximum FIWDX drawdown since its inception was -16.19%, smaller than the maximum FGRIX drawdown of -66.20%. Use the drawdown chart below to compare losses from any high point for FIWDX and FGRIX. For additional features, visit the drawdowns tool.
Volatility
FIWDX vs. FGRIX - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Income Fund Class Z (FIWDX) is 1.26%, while Fidelity Growth & Income Portfolio (FGRIX) has a volatility of 3.65%. This indicates that FIWDX experiences smaller price fluctuations and is considered to be less risky than FGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.