FJTDX vs. FEQIX
Compare and contrast key facts about Fidelity Flex Conservative Income Bond Fund (FJTDX) and Fidelity Equity-Income Fund (FEQIX).
FJTDX is managed by Fidelity. It was launched on May 31, 2018. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJTDX or FEQIX.
Key characteristics
| FJTDX | FEQIX | |
|---|---|---|
| YTD Return | 5.27% | 20.48% |
| 1Y Return | 6.06% | 27.69% |
| 3Y Return (Ann) | 4.02% | 4.30% |
| 5Y Return (Ann) | 2.81% | 7.45% |
| Sharpe Ratio | 3.80 | 2.89 |
| Sortino Ratio | 21.98 | 3.98 |
| Omega Ratio | 8.89 | 1.53 |
| Calmar Ratio | 60.48 | 2.52 |
| Martin Ratio | 137.17 | 20.84 |
| Ulcer Index | 0.04% | 1.39% |
| Daily Std Dev | 1.59% | 10.00% |
| Max Drawdown | -1.90% | -62.07% |
| Current Drawdown | 0.00% | -0.06% |
Correlation
The correlation between FJTDX and FEQIX is -0.01. 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
FJTDX vs. FEQIX - Performance Comparison
In the year-to-date period, FJTDX achieves a 5.27% return, which is significantly lower than FEQIX's 20.48% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FJTDX vs. FEQIX - Expense Ratio Comparison
FJTDX has a 0.00% expense ratio, which is lower than FEQIX's 0.57% expense ratio.
Risk-Adjusted Performance
FJTDX vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Conservative Income Bond Fund (FJTDX) and Fidelity Equity-Income Fund (FEQIX). 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
FJTDX vs. FEQIX - Dividend Comparison
FJTDX's dividend yield for the trailing twelve months is around 5.47%, more than FEQIX's 1.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJTDX Fidelity Flex Conservative Income Bond Fund | 5.47% | 5.16% | 1.85% | 0.44% | 1.24% | 2.64% | 1.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FEQIX Fidelity Equity-Income Fund | 1.54% | 1.78% | 1.93% | 1.55% | 1.50% | 1.82% | 2.73% | 2.03% | 2.37% | 7.35% | 8.14% | 2.18% |
Drawdowns
FJTDX vs. FEQIX - Drawdown Comparison
The maximum FJTDX drawdown since its inception was -1.90%, smaller than the maximum FEQIX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for FJTDX and FEQIX. For additional features, visit the drawdowns tool.
Volatility
FJTDX vs. FEQIX - Volatility Comparison
The current volatility for Fidelity Flex Conservative Income Bond Fund (FJTDX) is 0.44%, while Fidelity Equity-Income Fund (FEQIX) has a volatility of 3.16%. This indicates that FJTDX experiences smaller price fluctuations and is considered to be less risky than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.