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FIWAX vs GDIRX
FIWAX vs GDIRX Comparison
Open Charts FIWAX vs GDIRX
Fidelity Advisor Ltd Term Muni Inc Z
Price$10.43
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets2.62B
Goldman Sachs Short Dur T/F I
Price$10.31
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets4.82B
FIWAX vs GDIRX Comparison Chart
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FIWAX vs. GDIRX commentary
May 25, 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 FIWAX is a Hold and GDIRX is a Hold.
FUNDAMENTALS
Fundamentals
GDIRX has more cash in the bank: 4.82B vs. FIWAX (2.62B). GDIRX pays higher dividends than FIWAX: GDIRX (3.02) vs FIWAX (2.14). FIWAX was incepted earlier than GDIRX: FIWAX (7 years) vs GDIRX (15 years). GDIRX (0.48) is less costly to investors than FIWAX (0.25). GDIRX is a more actively managed with annual turnover of: 49.00 vs. FIWAX (22.00). FIWAX (0) and GDIRX (0) have matching initial minimum investment requirements. FIWAX annual gain was more profitable for investors over the last year : 3.96 vs. GDIRX (3.56). FIWAX return over 5 years is better than : 6.29 vs. GDIRX (5.87).
| FIWAX | GDIRX | FIWAX / GDIRX | |
| Total Expense Ratio | 0.25 | 0.40 | 63% |
| Annual Report Gross Expense Ratio | 0.25 | 0.48 | 52% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 1.026 | 0.793 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 4.82B | 54% |
| Annual Yield % from dividends | 2.14 | 3.02 | 71% |
| Returns for 1 year | 3.96 | 3.56 | 111% |
| Returns for 3 years | 8.42 | 8.55 | 98% |
| Returns for 5 years | 6.29 | 5.87 | 107% |
| Returns for 10 years | N/A | 14.14 | - |
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