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CPBFX vs FIWGX
CPBFX vs FIWGX Comparison
Open Charts CPBFX vs FIWGX
Invesco Core Plus Bond R6
Price$9.02
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets5.25B
Strategic Advisers Fidelity Core
Price$8.97
Change-$0.06 (-0.66%)
VolumeN/A
Net Assets72.58B
CPBFX vs FIWGX Comparison Chart
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CPBFX vs. FIWGX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CPBFX is a Hold and FIWGX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 72.6B vs. CPBFX (5.25B). CPBFX pays higher dividends than FIWGX: CPBFX (4.93) vs FIWGX (4.30). CPBFX was incepted earlier than FIWGX: CPBFX (13 years) vs FIWGX (7 years). CPBFX (0.48) is less costly to investors than FIWGX (0.42). CPBFX is a more actively managed with annual turnover of: 465.00 vs. FIWGX (207.00). FIWGX has a lower initial minimum investment than CPBFX: FIWGX (0) vs CPBFX (1000000). FIWGX annual gain was more profitable for investors over the last year : 4.99 vs. CPBFX (4.57). CPBFX return over 5 years is better than : -1.50 vs. FIWGX (-2.72).
| CPBFX | FIWGX | CPBFX / FIWGX | |
| Total Expense Ratio | 0.47 | 0.17 | 276% |
| Annual Report Gross Expense Ratio | 0.48 | 0.42 | 114% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 1.095 | 1.790 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.25B | 72.6B | 7% |
| Annual Yield % from dividends | 4.93 | 4.30 | 115% |
| Returns for 1 year | 4.57 | 4.99 | 91% |
| Returns for 3 years | 7.71 | 6.04 | 128% |
| Returns for 5 years | -1.50 | -2.72 | 55% |
| Returns for 10 years | 19.91 | N/A | - |
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