Correlation
The correlation between FSIGX and FBNDX is -0.13. 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.
FSIGX vs. FBNDX
Compare and contrast key facts about Fidelity Series Investment Grade Bond Fund (FSIGX) and Fidelity Investment Grade Bond Fund (FBNDX).
FSIGX is managed by Fidelity. FBNDX is managed by Fidelity. It was launched on Aug 6, 1971.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSIGX or FBNDX.
Performance
FSIGX vs. FBNDX - Performance Comparison
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Key characteristics
FSIGX:
1.19
FBNDX:
1.07
FSIGX:
1.59
FBNDX:
1.43
FSIGX:
1.19
FBNDX:
1.17
FSIGX:
0.69
FBNDX:
0.55
FSIGX:
2.85
FBNDX:
2.50
FSIGX:
2.06%
FBNDX:
2.16%
FSIGX:
5.54%
FBNDX:
5.63%
FSIGX:
-17.59%
FBNDX:
-18.19%
FSIGX:
-3.33%
FBNDX:
-5.23%
Returns By Period
The year-to-date returns for both stocks are quite close, with FSIGX having a 2.45% return and FBNDX slightly lower at 2.42%. Over the past 10 years, FSIGX has outperformed FBNDX with an annualized return of 2.40%, while FBNDX has yielded a comparatively lower 2.06% annualized return.
FSIGX
2.45%
-0.60%
1.01%
5.87%
2.32%
0.46%
2.40%
FBNDX
2.42%
-0.56%
0.87%
5.40%
1.78%
-0.26%
2.06%
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FSIGX vs. FBNDX - Expense Ratio Comparison
Risk-Adjusted Performance
FSIGX vs. FBNDX — Risk-Adjusted Performance Rank
FSIGX
FBNDX
FSIGX vs. FBNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Investment Grade Bond Fund (FSIGX) and Fidelity Investment Grade Bond Fund (FBNDX). 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
FSIGX vs. FBNDX - Dividend Comparison
FSIGX's dividend yield for the trailing twelve months is around 4.02%, more than FBNDX's 3.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIGX Fidelity Series Investment Grade Bond Fund | 4.02% | 4.38% | 4.00% | 3.16% | 2.25% | 6.50% | 3.09% | 3.20% | 2.62% | 3.82% | 3.58% | 2.68% |
FBNDX Fidelity Investment Grade Bond Fund | 3.58% | 3.99% | 3.56% | 2.67% | 1.58% | 4.83% | 2.77% | 2.85% | 2.36% | 2.31% | 2.90% | 2.59% |
Drawdowns
FSIGX vs. FBNDX - Drawdown Comparison
The maximum FSIGX drawdown since its inception was -17.59%, roughly equal to the maximum FBNDX drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for FSIGX and FBNDX.
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Volatility
FSIGX vs. FBNDX - Volatility Comparison
Fidelity Series Investment Grade Bond Fund (FSIGX) and Fidelity Investment Grade Bond Fund (FBNDX) have volatilities of 1.46% and 1.51%, 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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