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