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FIWGX vs FTBFX
FIWGX vs FTBFX Comparison
Open Charts FIWGX vs FTBFX
Strategic Advisers Fidelity Core
Price$9.03
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets71.72B
Fidelity Total Bond Fund
Price$9.42
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets38.85B
FIWGX vs FTBFX Comparison Chart
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FIWGX vs. FTBFX commentary
Apr 24, 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 FIWGX is a Hold and FTBFX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 71.7B vs. FTBFX (38.9B). FTBFX (4.44) and FIWGX (4.28) have matching dividends . FIWGX was incepted earlier than FTBFX: FIWGX (7 years) vs FTBFX (23 years). FTBFX (0.44) and FIWGX (0.42) have similar cost to investors . FIWGX (207.00) and FTBFX (206.00) have comparable annual turnover. FIWGX (0) and FTBFX (0) have matching initial minimum investment requirements. FIWGX (6.30) and FTBFX (6.05) have marching annual gain over last year. FTBFX return over 5 years is better than : 0.77 vs. FIWGX (-2.37).
| FIWGX | FTBFX | FIWGX / FTBFX | |
| Total Expense Ratio | 0.17 | 0.44 | 39% |
| Annual Report Gross Expense Ratio | 0.42 | 0.44 | 95% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 1.203 | 0.957 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.7B | 38.9B | 184% |
| Annual Yield % from dividends | 4.28 | 4.44 | 96% |
| Returns for 1 year | 6.30 | 6.05 | 104% |
| Returns for 3 years | 5.08 | 6.10 | 83% |
| Returns for 5 years | -2.37 | 0.77 | -306% |
| Returns for 10 years | N/A | 19.03 | - |
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