GVEYX vs. FXNAX
Compare and contrast key facts about GuideStone Funds Value Equity Fund (GVEYX) and Fidelity U.S. Bond Index Fund (FXNAX).
GVEYX is managed by GuideStone Funds. It was launched on Aug 27, 2001. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GVEYX or FXNAX.
Correlation
The correlation between GVEYX and FXNAX is -0.21. 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
GVEYX vs. FXNAX - Performance Comparison
Key characteristics
GVEYX:
0.64
FXNAX:
0.70
GVEYX:
0.85
FXNAX:
1.04
GVEYX:
1.14
FXNAX:
1.12
GVEYX:
0.49
FXNAX:
0.25
GVEYX:
1.77
FXNAX:
1.74
GVEYX:
5.05%
FXNAX:
2.11%
GVEYX:
14.06%
FXNAX:
5.19%
GVEYX:
-60.21%
FXNAX:
-19.64%
GVEYX:
-10.74%
FXNAX:
-9.37%
Returns By Period
In the year-to-date period, GVEYX achieves a 4.10% return, which is significantly higher than FXNAX's 0.79% return. Over the past 10 years, GVEYX has underperformed FXNAX with an annualized return of -0.04%, while FXNAX has yielded a comparatively higher 1.19% annualized return.
GVEYX
4.10%
3.44%
1.97%
8.53%
2.36%
-0.04%
FXNAX
0.79%
1.39%
-0.20%
3.57%
-0.76%
1.19%
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GVEYX vs. FXNAX - Expense Ratio Comparison
GVEYX has a 0.64% expense ratio, which is higher than FXNAX's 0.03% expense ratio.
Risk-Adjusted Performance
GVEYX vs. FXNAX — Risk-Adjusted Performance Rank
GVEYX
FXNAX
GVEYX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Value Equity Fund (GVEYX) and Fidelity U.S. Bond Index Fund (FXNAX). 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
GVEYX vs. FXNAX - Dividend Comparison
GVEYX's dividend yield for the trailing twelve months is around 1.50%, less than FXNAX's 3.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GVEYX GuideStone Funds Value Equity Fund | 1.50% | 1.56% | 1.52% | 2.80% | 1.86% | 0.75% | 1.80% | 2.39% | 1.65% | 2.18% | 2.23% | 11.37% |
FXNAX Fidelity U.S. Bond Index Fund | 3.41% | 3.40% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% |
Drawdowns
GVEYX vs. FXNAX - Drawdown Comparison
The maximum GVEYX drawdown since its inception was -60.21%, which is greater than FXNAX's maximum drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for GVEYX and FXNAX. For additional features, visit the drawdowns tool.
Volatility
GVEYX vs. FXNAX - Volatility Comparison
GuideStone Funds Value Equity Fund (GVEYX) has a higher volatility of 3.45% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.39%. This indicates that GVEYX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.