Correlation
The correlation between VBIMX and FXNAX is -0.15. 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.
VBIMX vs. FXNAX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) and Fidelity U.S. Bond Index Fund (FXNAX).
VBIMX is managed by Vanguard. It was launched on Jan 26, 2006. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIMX or FXNAX.
Performance
VBIMX vs. FXNAX - Performance Comparison
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Key characteristics
VBIMX:
1.30
FXNAX:
1.08
VBIMX:
1.93
FXNAX:
1.44
VBIMX:
1.23
FXNAX:
1.17
VBIMX:
0.58
FXNAX:
0.45
VBIMX:
3.23
FXNAX:
2.34
VBIMX:
2.22%
FXNAX:
2.20%
VBIMX:
5.57%
FXNAX:
5.33%
VBIMX:
-18.93%
FXNAX:
-18.64%
VBIMX:
-5.77%
FXNAX:
-7.07%
Returns By Period
In the year-to-date period, VBIMX achieves a 3.24% return, which is significantly higher than FXNAX's 2.08% return. Over the past 10 years, VBIMX has outperformed FXNAX with an annualized return of 2.02%, while FXNAX has yielded a comparatively lower 1.52% annualized return.
VBIMX
3.24%
-0.86%
1.48%
7.19%
2.02%
-0.61%
2.02%
FXNAX
2.08%
-1.06%
0.71%
5.78%
1.37%
-1.02%
1.52%
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VBIMX vs. FXNAX - Expense Ratio Comparison
VBIMX has a 0.05% expense ratio, which is higher than FXNAX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VBIMX vs. FXNAX — Risk-Adjusted Performance Rank
VBIMX
FXNAX
VBIMX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) 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.
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Dividends
VBIMX vs. FXNAX - Dividend Comparison
VBIMX's dividend yield for the trailing twelve months is around 3.88%, more than FXNAX's 3.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIMX Vanguard Intermediate-Term Bond Index Fund Institutional Shares | 3.88% | 3.81% | 3.10% | 2.40% | 3.41% | 2.96% | 2.75% | 2.89% | 2.77% | 3.08% | 3.13% | 3.49% |
FXNAX Fidelity U.S. Bond Index Fund | 3.47% | 3.40% | 2.92% | 2.41% | 2.06% | 3.08% | 2.69% | 2.74% | 2.58% | 2.54% | 2.75% | 2.59% |
Drawdowns
VBIMX vs. FXNAX - Drawdown Comparison
The maximum VBIMX drawdown since its inception was -18.93%, roughly equal to the maximum FXNAX drawdown of -18.64%. Use the drawdown chart below to compare losses from any high point for VBIMX and FXNAX.
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Volatility
VBIMX vs. FXNAX - Volatility Comparison
Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) and Fidelity U.S. Bond Index Fund (FXNAX) have volatilities of 1.50% and 1.47%, 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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