FIWGX vs. FCTDX
Compare and contrast key facts about Strategic Advisers Fidelity Core Income Fund (FIWGX) and Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX).
FIWGX is managed by Fidelity. It was launched on Oct 16, 2018. FCTDX is managed by Fidelity. It was launched on Mar 20, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIWGX or FCTDX.
Correlation
The correlation between FIWGX and FCTDX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FIWGX vs. FCTDX - Performance Comparison
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Key characteristics
FIWGX:
1.03
FCTDX:
0.23
FIWGX:
1.59
FCTDX:
0.49
FIWGX:
1.19
FCTDX:
1.07
FIWGX:
0.47
FCTDX:
0.25
FIWGX:
3.02
FCTDX:
0.87
FIWGX:
1.97%
FCTDX:
5.70%
FIWGX:
5.53%
FCTDX:
19.32%
FIWGX:
-20.11%
FCTDX:
-34.51%
FIWGX:
-6.92%
FCTDX:
-8.94%
Returns By Period
In the year-to-date period, FIWGX achieves a 2.14% return, which is significantly higher than FCTDX's -2.94% return.
FIWGX
2.14%
0.58%
1.30%
5.73%
-0.25%
N/A
FCTDX
-2.94%
4.53%
-7.35%
4.44%
12.01%
N/A
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FIWGX vs. FCTDX - Expense Ratio Comparison
FIWGX has a 0.46% expense ratio, which is lower than FCTDX's 0.61% expense ratio.
Risk-Adjusted Performance
FIWGX vs. FCTDX — Risk-Adjusted Performance Rank
FIWGX
FCTDX
FIWGX vs. FCTDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Core Income Fund (FIWGX) and Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX). 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
FIWGX vs. FCTDX - Dividend Comparison
FIWGX's dividend yield for the trailing twelve months is around 4.37%, more than FCTDX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | 4.37% | 4.38% | 3.80% | 3.01% | 2.02% | 2.50% | 3.01% | 0.55% |
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 1.20% | 1.16% | 1.05% | 1.22% | 0.80% | 1.33% | 1.50% | 1.15% |
Drawdowns
FIWGX vs. FCTDX - Drawdown Comparison
The maximum FIWGX drawdown since its inception was -20.11%, smaller than the maximum FCTDX drawdown of -34.51%. Use the drawdown chart below to compare losses from any high point for FIWGX and FCTDX. For additional features, visit the drawdowns tool.
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Volatility
FIWGX vs. FCTDX - Volatility Comparison
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