MFHQX vs. FXNAX
Compare and contrast key facts about BlackRock Total Return Fund (MFHQX) and Fidelity U.S. Bond Index Fund (FXNAX).
MFHQX is managed by Blackrock. It was launched on Dec 7, 2001. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFHQX or FXNAX.
Correlation
The correlation between MFHQX and FXNAX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MFHQX vs. FXNAX - Performance Comparison
Key characteristics
MFHQX:
0.77
FXNAX:
0.92
MFHQX:
1.13
FXNAX:
1.37
MFHQX:
1.14
FXNAX:
1.16
MFHQX:
0.22
FXNAX:
0.33
MFHQX:
1.82
FXNAX:
2.20
MFHQX:
2.27%
FXNAX:
2.18%
MFHQX:
5.38%
FXNAX:
5.17%
MFHQX:
-23.30%
FXNAX:
-19.64%
MFHQX:
-14.11%
FXNAX:
-8.93%
Returns By Period
The year-to-date returns for both investments are quite close, with MFHQX having a 1.24% return and FXNAX slightly higher at 1.28%. Over the past 10 years, MFHQX has underperformed FXNAX with an annualized return of 0.17%, while FXNAX has yielded a comparatively higher 1.22% annualized return.
MFHQX
1.24%
1.24%
-1.56%
4.14%
-2.04%
0.17%
FXNAX
1.28%
1.38%
-0.85%
4.99%
-0.76%
1.22%
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MFHQX vs. FXNAX - Expense Ratio Comparison
MFHQX has a 1.45% expense ratio, which is higher than FXNAX's 0.03% expense ratio.
Risk-Adjusted Performance
MFHQX vs. FXNAX — Risk-Adjusted Performance Rank
MFHQX
FXNAX
MFHQX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Total Return Fund (MFHQX) 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
MFHQX vs. FXNAX - Dividend Comparison
MFHQX's dividend yield for the trailing twelve months is around 3.76%, more than FXNAX's 3.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFHQX BlackRock Total Return Fund | 3.76% | 3.78% | 3.12% | 1.96% | 1.01% | 1.39% | 2.20% | 2.34% | 2.15% | 1.83% | 2.00% | 2.59% |
FXNAX Fidelity U.S. Bond Index Fund | 3.39% | 3.40% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% |
Drawdowns
MFHQX vs. FXNAX - Drawdown Comparison
The maximum MFHQX drawdown since its inception was -23.30%, which is greater than FXNAX's maximum drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for MFHQX and FXNAX. For additional features, visit the drawdowns tool.
Volatility
MFHQX vs. FXNAX - Volatility Comparison
BlackRock Total Return Fund (MFHQX) has a higher volatility of 1.41% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.33%. This indicates that MFHQX'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.