FMBIX vs. VWILX
Compare and contrast key facts about Fidelity Municipal Bond Index Fund (FMBIX) and Vanguard International Growth Fund Admiral Shares (VWILX).
FMBIX is managed by Fidelity. It was launched on Jul 11, 2019. VWILX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMBIX or VWILX.
Key characteristics
| FMBIX | VWILX | |
|---|---|---|
| YTD Return | 1.49% | 12.45% |
| 1Y Return | 7.25% | 23.92% |
| 3Y Return (Ann) | -0.81% | -5.72% |
| 5Y Return (Ann) | 0.43% | 8.90% |
| Sharpe Ratio | 1.81 | 1.45 |
| Sortino Ratio | 2.65 | 2.07 |
| Omega Ratio | 1.41 | 1.26 |
| Calmar Ratio | 0.71 | 0.66 |
| Martin Ratio | 6.47 | 8.69 |
| Ulcer Index | 0.96% | 2.80% |
| Daily Std Dev | 3.48% | 16.80% |
| Max Drawdown | -14.31% | -59.49% |
| Current Drawdown | -3.19% | -21.44% |
Correlation
The correlation between FMBIX and VWILX is 0.09, 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
FMBIX vs. VWILX - Performance Comparison
In the year-to-date period, FMBIX achieves a 1.49% return, which is significantly lower than VWILX's 12.45% 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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FMBIX vs. VWILX - Expense Ratio Comparison
FMBIX has a 0.07% expense ratio, which is lower than VWILX's 0.32% expense ratio.
Risk-Adjusted Performance
FMBIX vs. VWILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Municipal Bond Index Fund (FMBIX) and Vanguard International Growth Fund Admiral Shares (VWILX). 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
FMBIX vs. VWILX - Dividend Comparison
FMBIX's dividend yield for the trailing twelve months is around 2.52%, more than VWILX's 0.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMBIX Fidelity Municipal Bond Index Fund | 2.52% | 2.31% | 1.80% | 1.42% | 1.59% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWILX Vanguard International Growth Fund Admiral Shares | 0.98% | 1.10% | 1.50% | 1.08% | 0.31% | 1.30% | 1.79% | 0.84% | 1.42% | 1.53% | 2.46% | 1.58% |
Drawdowns
FMBIX vs. VWILX - Drawdown Comparison
The maximum FMBIX drawdown since its inception was -14.31%, smaller than the maximum VWILX drawdown of -59.49%. Use the drawdown chart below to compare losses from any high point for FMBIX and VWILX. For additional features, visit the drawdowns tool.
Volatility
FMBIX vs. VWILX - Volatility Comparison
The current volatility for Fidelity Municipal Bond Index Fund (FMBIX) is 1.80%, while Vanguard International Growth Fund Admiral Shares (VWILX) has a volatility of 4.51%. This indicates that FMBIX experiences smaller price fluctuations and is considered to be less risky than VWILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.