Correlation
The correlation between FSTFX and VTCLX is -0.08. 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.
FSTFX vs. VTCLX
Compare and contrast key facts about Fidelity Limited Term Municipal Income Fund (FSTFX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX).
FSTFX is managed by Fidelity. It was launched on Dec 24, 1986. VTCLX is managed by Blackrock. It was launched on Sep 6, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTFX or VTCLX.
Performance
FSTFX vs. VTCLX - Performance Comparison
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Key characteristics
FSTFX:
1.91
VTCLX:
0.70
FSTFX:
2.47
VTCLX:
1.00
FSTFX:
1.47
VTCLX:
1.15
FSTFX:
2.03
VTCLX:
0.65
FSTFX:
7.71
VTCLX:
2.46
FSTFX:
0.53%
VTCLX:
5.06%
FSTFX:
2.26%
VTCLX:
19.94%
FSTFX:
-7.33%
VTCLX:
-55.18%
FSTFX:
-0.29%
VTCLX:
-3.66%
Returns By Period
In the year-to-date period, FSTFX achieves a 1.21% return, which is significantly higher than VTCLX's 0.89% return. Over the past 10 years, FSTFX has underperformed VTCLX with an annualized return of 1.52%, while VTCLX has yielded a comparatively higher 12.61% annualized return.
FSTFX
1.21%
0.48%
0.99%
4.34%
2.38%
1.16%
1.52%
VTCLX
0.89%
6.24%
-1.97%
13.87%
14.05%
15.55%
12.61%
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FSTFX vs. VTCLX - Expense Ratio Comparison
FSTFX has a 0.37% expense ratio, which is higher than VTCLX's 0.09% expense ratio.
Risk-Adjusted Performance
FSTFX vs. VTCLX — Risk-Adjusted Performance Rank
FSTFX
VTCLX
FSTFX vs. VTCLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Municipal Income Fund (FSTFX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX). 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
FSTFX vs. VTCLX - Dividend Comparison
FSTFX's dividend yield for the trailing twelve months is around 2.09%, more than VTCLX's 1.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTFX Fidelity Limited Term Municipal Income Fund | 2.09% | 2.01% | 1.69% | 1.38% | 1.29% | 1.70% | 1.92% | 1.64% | 1.57% | 1.49% | 1.76% | 1.91% |
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares | 1.06% | 1.04% | 1.24% | 1.47% | 1.04% | 1.32% | 1.52% | 1.83% | 1.57% | 1.76% | 1.69% | 1.56% |
Drawdowns
FSTFX vs. VTCLX - Drawdown Comparison
The maximum FSTFX drawdown since its inception was -7.33%, smaller than the maximum VTCLX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for FSTFX and VTCLX.
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Volatility
FSTFX vs. VTCLX - Volatility Comparison
The current volatility for Fidelity Limited Term Municipal Income Fund (FSTFX) is 0.31%, while Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) has a volatility of 4.84%. This indicates that FSTFX experiences smaller price fluctuations and is considered to be less risky than VTCLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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