FSMTX vs. FXAIX
Compare and contrast key facts about Fidelity SAI Total Bond Fund (FSMTX) and Fidelity 500 Index Fund (FXAIX).
FSMTX is managed by Fidelity. It was launched on Oct 25, 2018. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSMTX or FXAIX.
Correlation
The correlation between FSMTX and FXAIX is 0.07, 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
FSMTX vs. FXAIX - Performance Comparison
Key characteristics
FSMTX:
1.14
FXAIX:
1.97
FSMTX:
1.69
FXAIX:
2.64
FSMTX:
1.20
FXAIX:
1.36
FSMTX:
0.51
FXAIX:
2.98
FSMTX:
3.21
FXAIX:
12.34
FSMTX:
1.78%
FXAIX:
2.04%
FSMTX:
5.04%
FXAIX:
12.79%
FSMTX:
-18.50%
FXAIX:
-33.79%
FSMTX:
-4.81%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, FSMTX achieves a 1.05% return, which is significantly lower than FXAIX's 4.11% return.
FSMTX
1.05%
1.16%
0.08%
5.72%
0.07%
N/A
FXAIX
4.11%
2.06%
9.72%
23.78%
14.37%
13.09%
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FSMTX vs. FXAIX - Expense Ratio Comparison
FSMTX has a 0.30% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FSMTX vs. FXAIX — Risk-Adjusted Performance Rank
FSMTX
FXAIX
FSMTX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Total Bond Fund (FSMTX) 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
FSMTX vs. FXAIX - Dividend Comparison
FSMTX's dividend yield for the trailing twelve months is around 4.66%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSMTX Fidelity SAI Total Bond Fund | 4.66% | 4.70% | 4.29% | 3.41% | 2.48% | 2.79% | 3.28% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FSMTX vs. FXAIX - Drawdown Comparison
The maximum FSMTX drawdown since its inception was -18.50%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FSMTX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FSMTX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity SAI Total Bond Fund (FSMTX) is 1.35%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.21%. This indicates that FSMTX 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.