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CTRZX vs FIWGX
CTRZX vs FIWGX Comparison
Open Charts CTRZX vs FIWGX
Multi-Manager Total Return Bd Strat Inst
Price$8.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.9B
Strategic Advisers Fidelity Core
Price$9.05
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets75.56B
CTRZX vs FIWGX Comparison Chart
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CTRZX vs. FIWGX commentary
Jun 05, 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 CTRZX is a Hold and FIWGX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 75.6B vs. CTRZX (12.9B). CTRZX pays higher dividends than FIWGX: CTRZX (4.60) vs FIWGX (4.34). CTRZX was incepted earlier than FIWGX: CTRZX (8 years) vs FIWGX (7 years). CTRZX (0.49) is less costly to investors than FIWGX (0.42). CTRZX is a more actively managed with annual turnover of: 236.00 vs. FIWGX (207.00). FIWGX has a lower initial minimum investment than CTRZX: FIWGX (0) vs CTRZX (100). FIWGX (4.99) and CTRZX (4.79) have marching annual gain over last year. FIWGX return over 5 years is better than : -2.92 vs. CTRZX (-3.93).
| CTRZX | FIWGX | CTRZX / FIWGX | |
| Total Expense Ratio | 0.49 | 0.17 | 288% |
| Annual Report Gross Expense Ratio | 0.49 | 0.42 | 117% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 2.110 | 2.248 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 75.6B | 17% |
| Annual Yield % from dividends | 4.60 | 4.34 | 106% |
| Returns for 1 year | 4.79 | 4.99 | 96% |
| Returns for 3 years | 5.89 | 6.41 | 92% |
| Returns for 5 years | -3.93 | -2.92 | 135% |
| Returns for 10 years | N/A | N/A | - |
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