FJRLX vs. FXAIX
Compare and contrast key facts about Fidelity Limited Term Bond Fund (FJRLX) and Fidelity 500 Index Fund (FXAIX).
FJRLX is managed by Fidelity. It was launched on Feb 2, 1984. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJRLX or FXAIX.
Correlation
The correlation between FJRLX and FXAIX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FJRLX vs. FXAIX - Performance Comparison
Key characteristics
FJRLX:
1.84
FXAIX:
1.88
FJRLX:
2.82
FXAIX:
2.51
FJRLX:
1.38
FXAIX:
1.35
FJRLX:
2.41
FXAIX:
2.83
FJRLX:
7.75
FXAIX:
11.87
FJRLX:
0.57%
FXAIX:
2.02%
FJRLX:
2.41%
FXAIX:
12.77%
FJRLX:
-9.55%
FXAIX:
-33.79%
FJRLX:
-1.19%
FXAIX:
-3.94%
Returns By Period
In the year-to-date period, FJRLX achieves a -0.35% return, which is significantly higher than FXAIX's -0.62% return. Over the past 10 years, FJRLX has underperformed FXAIX with an annualized return of 1.85%, while FXAIX has yielded a comparatively higher 13.08% annualized return.
FJRLX
-0.35%
-0.67%
1.61%
3.95%
1.42%
1.85%
FXAIX
-0.62%
-3.35%
3.79%
23.82%
13.82%
13.08%
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FJRLX vs. FXAIX - Expense Ratio Comparison
FJRLX has a 0.45% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FJRLX vs. FXAIX — Risk-Adjusted Performance Rank
FJRLX
FXAIX
FJRLX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Bond Fund (FJRLX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
FJRLX's dividend yield for the trailing twelve months is around 3.06%, more than FXAIX's 1.25% 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% |
FXAIX Fidelity 500 Index Fund | 1.25% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FJRLX vs. FXAIX - Drawdown Comparison
The maximum FJRLX drawdown since its inception was -9.55%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FJRLX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FJRLX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Limited Term Bond Fund (FJRLX) is 0.59%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.57%. This indicates that FJRLX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.