Correlation
The correlation between FPCIX and FIWGX 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.
FPCIX vs. FIWGX
Compare and contrast key facts about Strategic Advisers Core Income Fund (FPCIX) and Strategic Advisers Fidelity Core Income Fund (FIWGX).
FPCIX is managed by Fidelity. FIWGX is managed by Fidelity. It was launched on Oct 16, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPCIX or FIWGX.
Performance
FPCIX vs. FIWGX - Performance Comparison
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Key characteristics
FPCIX:
1.19
FIWGX:
1.14
FPCIX:
1.55
FIWGX:
1.52
FPCIX:
1.19
FIWGX:
1.18
FPCIX:
0.55
FIWGX:
0.62
FPCIX:
2.80
FIWGX:
2.83
FPCIX:
2.05%
FIWGX:
2.01%
FPCIX:
5.46%
FIWGX:
5.52%
FPCIX:
-18.98%
FIWGX:
-17.83%
FPCIX:
-5.47%
FIWGX:
-4.20%
Returns By Period
In the year-to-date period, FPCIX achieves a 2.43% return, which is significantly higher than FIWGX's 2.24% return.
FPCIX
2.43%
-0.88%
1.10%
6.49%
1.84%
-0.12%
2.07%
FIWGX
2.24%
-0.87%
0.85%
6.29%
1.95%
0.23%
N/A
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FPCIX vs. FIWGX - Expense Ratio Comparison
FPCIX has a 0.31% expense ratio, which is lower than FIWGX's 0.46% expense ratio.
Risk-Adjusted Performance
FPCIX vs. FIWGX — Risk-Adjusted Performance Rank
FPCIX
FIWGX
FPCIX vs. FIWGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Core Income Fund (FPCIX) and Strategic Advisers Fidelity Core Income Fund (FIWGX). 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
FPCIX vs. FIWGX - Dividend Comparison
FPCIX's dividend yield for the trailing twelve months is around 4.53%, more than FIWGX's 4.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPCIX Strategic Advisers Core Income Fund | 4.53% | 4.55% | 3.89% | 3.49% | 3.16% | 4.99% | 3.75% | 2.93% | 2.70% | 3.67% | 3.11% | 3.08% |
FIWGX Strategic Advisers Fidelity Core Income Fund | 4.36% | 4.38% | 3.80% | 3.01% | 2.08% | 6.65% | 4.30% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FPCIX vs. FIWGX - Drawdown Comparison
The maximum FPCIX drawdown since its inception was -18.98%, which is greater than FIWGX's maximum drawdown of -17.83%. Use the drawdown chart below to compare losses from any high point for FPCIX and FIWGX.
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Volatility
FPCIX vs. FIWGX - Volatility Comparison
Strategic Advisers Core Income Fund (FPCIX) and Strategic Advisers Fidelity Core Income Fund (FIWGX) have volatilities of 1.45% and 1.39%, 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.
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