FTBFX vs. FBNDX
Compare and contrast key facts about Fidelity Total Bond Fund (FTBFX) and Fidelity Investment Grade Bond Fund (FBNDX).
FTBFX is managed by Fidelity. It was launched on Oct 15, 2002. 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: FTBFX or FBNDX.
Correlation
The correlation between FTBFX and FBNDX is -0.12. 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.
Performance
FTBFX vs. FBNDX - Performance Comparison
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Key characteristics
FTBFX:
0.89
FBNDX:
0.79
FTBFX:
1.40
FBNDX:
1.22
FTBFX:
1.16
FBNDX:
1.14
FTBFX:
0.54
FBNDX:
0.35
FTBFX:
2.71
FBNDX:
2.15
FTBFX:
1.81%
FBNDX:
2.13%
FTBFX:
5.28%
FBNDX:
5.62%
FTBFX:
-17.61%
FBNDX:
-20.16%
FTBFX:
-3.37%
FBNDX:
-7.90%
Returns By Period
In the year-to-date period, FTBFX achieves a 1.86% return, which is significantly lower than FBNDX's 1.99% return. Over the past 10 years, FTBFX has outperformed FBNDX with an annualized return of 2.36%, while FBNDX has yielded a comparatively lower 1.71% annualized return.
FTBFX
1.86%
0.57%
1.87%
4.68%
0.82%
2.36%
FBNDX
1.99%
0.32%
1.99%
4.43%
-0.62%
1.71%
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FTBFX vs. FBNDX - Expense Ratio Comparison
Both FTBFX and FBNDX have an expense ratio of 0.45%.
Risk-Adjusted Performance
FTBFX vs. FBNDX — Risk-Adjusted Performance Rank
FTBFX
FBNDX
FTBFX vs. FBNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Bond Fund (FTBFX) 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
FTBFX vs. FBNDX - Dividend Comparison
FTBFX's dividend yield for the trailing twelve months is around 4.50%, more than FBNDX's 3.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTBFX Fidelity Total Bond Fund | 4.50% | 4.51% | 4.15% | 3.33% | 2.24% | 5.22% | 3.03% | 3.19% | 2.98% | 3.21% | 3.71% | 3.14% |
FBNDX Fidelity Investment Grade Bond Fund | 3.94% | 3.99% | 3.56% | 2.67% | 1.53% | 1.88% | 2.77% | 2.85% | 2.36% | 2.31% | 2.90% | 2.59% |
Drawdowns
FTBFX vs. FBNDX - Drawdown Comparison
The maximum FTBFX drawdown since its inception was -17.61%, smaller than the maximum FBNDX drawdown of -20.16%. Use the drawdown chart below to compare losses from any high point for FTBFX and FBNDX. For additional features, visit the drawdowns tool.
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Volatility
FTBFX vs. FBNDX - Volatility Comparison
Fidelity Total Bond Fund (FTBFX) and Fidelity Investment Grade Bond Fund (FBNDX) have volatilities of 1.48% and 1.55%, 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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