OMBIX vs. FTHRX
Compare and contrast key facts about JPMorgan Mortgage Backed Securities Fund (OMBIX) and Fidelity Intermediate Bond Fund (FTHRX).
OMBIX is managed by JPMorgan Chase. It was launched on Aug 18, 2000. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OMBIX or FTHRX.
Correlation
The correlation between OMBIX and FTHRX is 0.82, 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
OMBIX vs. FTHRX - Performance Comparison
Key characteristics
OMBIX:
1.12
FTHRX:
1.36
OMBIX:
1.63
FTHRX:
2.11
OMBIX:
1.19
FTHRX:
1.25
OMBIX:
0.68
FTHRX:
0.58
OMBIX:
2.85
FTHRX:
4.01
OMBIX:
2.04%
FTHRX:
1.15%
OMBIX:
5.20%
FTHRX:
3.39%
OMBIX:
-14.45%
FTHRX:
-13.96%
OMBIX:
-2.44%
FTHRX:
-3.01%
Returns By Period
In the year-to-date period, OMBIX achieves a 1.12% return, which is significantly higher than FTHRX's 0.40% return. Over the past 10 years, OMBIX has outperformed FTHRX with an annualized return of 1.79%, while FTHRX has yielded a comparatively lower 1.61% annualized return.
OMBIX
1.12%
1.42%
-0.23%
5.07%
0.32%
1.79%
FTHRX
0.40%
0.50%
0.30%
4.40%
0.36%
1.61%
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OMBIX vs. FTHRX - Expense Ratio Comparison
OMBIX has a 0.40% expense ratio, which is lower than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
OMBIX vs. FTHRX — Risk-Adjusted Performance Rank
OMBIX
FTHRX
OMBIX vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mortgage Backed Securities Fund (OMBIX) and Fidelity Intermediate Bond Fund (FTHRX). 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
OMBIX vs. FTHRX - Dividend Comparison
OMBIX's dividend yield for the trailing twelve months is around 3.95%, more than FTHRX's 3.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OMBIX JPMorgan Mortgage Backed Securities Fund | 3.95% | 3.90% | 3.40% | 2.34% | 1.53% | 2.57% | 3.13% | 3.22% | 3.18% | 2.80% | 2.98% | 3.28% |
FTHRX Fidelity Intermediate Bond Fund | 3.20% | 3.49% | 2.94% | 2.04% | 1.60% | 2.19% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
OMBIX vs. FTHRX - Drawdown Comparison
The maximum OMBIX drawdown since its inception was -14.45%, roughly equal to the maximum FTHRX drawdown of -13.96%. Use the drawdown chart below to compare losses from any high point for OMBIX and FTHRX. For additional features, visit the drawdowns tool.
Volatility
OMBIX vs. FTHRX - Volatility Comparison
JPMorgan Mortgage Backed Securities Fund (OMBIX) has a higher volatility of 1.33% compared to Fidelity Intermediate Bond Fund (FTHRX) at 0.73%. This indicates that OMBIX's price experiences larger fluctuations and is considered to be riskier than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.