FSTGX vs. FTABX
Compare and contrast key facts about Fidelity Intermediate Government Income Fund (FSTGX) and Fidelity Tax-Free Bond Fund (FTABX).
FSTGX is managed by Fidelity. It was launched on May 2, 1988. FTABX is managed by Fidelity. It was launched on Apr 10, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTGX or FTABX.
Correlation
The correlation between FSTGX and FTABX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSTGX vs. FTABX - Performance Comparison
Key characteristics
FSTGX:
0.94
FTABX:
0.87
FSTGX:
1.39
FTABX:
1.20
FSTGX:
1.18
FTABX:
1.18
FSTGX:
0.35
FTABX:
0.76
FSTGX:
2.42
FTABX:
3.03
FSTGX:
1.41%
FTABX:
1.05%
FSTGX:
3.60%
FTABX:
3.66%
FSTGX:
-14.38%
FTABX:
-15.39%
FSTGX:
-5.44%
FTABX:
-2.35%
Returns By Period
In the year-to-date period, FSTGX achieves a -0.00% return, which is significantly higher than FTABX's -0.55% return. Over the past 10 years, FSTGX has underperformed FTABX with an annualized return of 0.75%, while FTABX has yielded a comparatively higher 2.40% annualized return.
FSTGX
-0.00%
0.46%
1.57%
3.62%
0.03%
0.75%
FTABX
-0.55%
0.26%
0.58%
3.28%
1.19%
2.40%
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FSTGX vs. FTABX - Expense Ratio Comparison
FSTGX has a 0.45% expense ratio, which is higher than FTABX's 0.25% expense ratio.
Risk-Adjusted Performance
FSTGX vs. FTABX — Risk-Adjusted Performance Rank
FSTGX
FTABX
FSTGX vs. FTABX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Government Income Fund (FSTGX) and Fidelity Tax-Free Bond Fund (FTABX). 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
FSTGX vs. FTABX - Dividend Comparison
FSTGX's dividend yield for the trailing twelve months is around 3.67%, less than FTABX's 3.81% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Intermediate Government Income Fund | 3.67% | 3.67% | 2.65% | 1.68% | 0.85% | 1.19% | 1.85% | 2.14% | 1.47% | 1.22% | 1.76% | 1.25% |
Fidelity Tax-Free Bond Fund | 3.81% | 3.79% | 3.63% | 3.58% | 2.40% | 2.60% | 2.84% | 3.52% | 3.07% | 3.37% | 3.58% | 3.62% |
Drawdowns
FSTGX vs. FTABX - Drawdown Comparison
The maximum FSTGX drawdown since its inception was -14.38%, smaller than the maximum FTABX drawdown of -15.39%. Use the drawdown chart below to compare losses from any high point for FSTGX and FTABX. For additional features, visit the drawdowns tool.
Volatility
FSTGX vs. FTABX - Volatility Comparison
The current volatility for Fidelity Intermediate Government Income Fund (FSTGX) is 0.97%, while Fidelity Tax-Free Bond Fund (FTABX) has a volatility of 1.40%. This indicates that FSTGX experiences smaller price fluctuations and is considered to be less risky than FTABX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.