SFAAX vs. FEPIX
Compare and contrast key facts about Allspring Index Asset Allocation Fund (SFAAX) and Fidelity Total Bond Fund (FEPIX).
SFAAX is managed by Allspring Global Investments. It was launched on Nov 12, 1986. FEPIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SFAAX or FEPIX.
Correlation
The correlation between SFAAX and FEPIX is -0.11. 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
SFAAX vs. FEPIX - Performance Comparison
Key characteristics
SFAAX:
-0.16
FEPIX:
1.36
SFAAX:
-0.09
FEPIX:
2.02
SFAAX:
0.98
FEPIX:
1.24
SFAAX:
-0.12
FEPIX:
0.65
SFAAX:
-0.30
FEPIX:
3.95
SFAAX:
8.43%
FEPIX:
1.78%
SFAAX:
15.86%
FEPIX:
5.18%
SFAAX:
-50.10%
FEPIX:
-18.31%
SFAAX:
-17.66%
FEPIX:
-4.74%
Returns By Period
In the year-to-date period, SFAAX achieves a -3.84% return, which is significantly lower than FEPIX's 1.26% return. Over the past 10 years, SFAAX has outperformed FEPIX with an annualized return of 2.83%, while FEPIX has yielded a comparatively lower 1.80% annualized return.
SFAAX
-3.84%
-3.04%
-13.58%
-3.25%
1.87%
2.83%
FEPIX
1.26%
-0.69%
0.78%
6.68%
0.19%
1.80%
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SFAAX vs. FEPIX - Expense Ratio Comparison
SFAAX has a 1.08% expense ratio, which is higher than FEPIX's 0.50% expense ratio.
Risk-Adjusted Performance
SFAAX vs. FEPIX — Risk-Adjusted Performance Rank
SFAAX
FEPIX
SFAAX vs. FEPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Index Asset Allocation Fund (SFAAX) and Fidelity Total Bond Fund (FEPIX). 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
SFAAX vs. FEPIX - Dividend Comparison
SFAAX's dividend yield for the trailing twelve months is around 1.15%, less than FEPIX's 4.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFAAX Allspring Index Asset Allocation Fund | 1.15% | 1.09% | 0.98% | 0.72% | 0.34% | 0.82% | 1.06% | 0.77% | 0.69% | 0.75% | 0.76% | 1.28% |
FEPIX Fidelity Total Bond Fund | 4.46% | 4.46% | 4.09% | 3.28% | 2.16% | 2.47% | 2.88% | 3.13% | 2.69% | 2.92% | 3.65% | 3.09% |
Drawdowns
SFAAX vs. FEPIX - Drawdown Comparison
The maximum SFAAX drawdown since its inception was -50.10%, which is greater than FEPIX's maximum drawdown of -18.31%. Use the drawdown chart below to compare losses from any high point for SFAAX and FEPIX. For additional features, visit the drawdowns tool.
Volatility
SFAAX vs. FEPIX - Volatility Comparison
Allspring Index Asset Allocation Fund (SFAAX) has a higher volatility of 7.58% compared to Fidelity Total Bond Fund (FEPIX) at 2.06%. This indicates that SFAAX's price experiences larger fluctuations and is considered to be riskier than FEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.