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FIWGX vs ITBAX
FIWGX vs ITBAX Comparison
Open Charts FIWGX vs ITBAX
Strategic Advisers Fidelity Core
Price$9.37
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets84.97B
Hartford Total Return Bond A
Price$9.38
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets4.54B
FIWGX vs ITBAX Comparison Chart in %
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FIWGX vs. ITBAX commentary
Oct 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 FIWGX is a Hold and ITBAX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 85B vs. ITBAX (4.55B). FIWGX pays higher dividends than ITBAX: FIWGX (4.25) vs ITBAX (3.91). FIWGX was incepted earlier than ITBAX: FIWGX (7 years) vs ITBAX (29 years). ITBAX (0.68) is less costly to investors than FIWGX (0.41). FIWGX is a more actively managed with annual turnover of: 207.00 vs. ITBAX (47.00). FIWGX has a lower initial minimum investment than ITBAX: FIWGX (0) vs ITBAX (2000). FIWGX annual gain was more profitable for investors over the last year : 6.71 vs. ITBAX (6.34). FIWGX return over 5 years is better than : -0.60 vs. ITBAX (-1.81).
| FIWGX | ITBAX | FIWGX / ITBAX | |
| Total Expense Ratio | 0.16 | 0.68 | 24% |
| Annual Report Gross Expense Ratio | 0.41 | 0.68 | 60% |
| Fund Existence | 7 years | 29 years | - |
| Gain YTD | 7.321 | 7.037 | 104% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85B | 4.55B | 1,870% |
| Annual Yield % from dividends | 4.25 | 3.91 | 109% |
| Returns for 1 year | 6.71 | 6.34 | 106% |
| Returns for 3 years | 21.11 | 21.85 | 97% |
| Returns for 5 years | -0.60 | -1.81 | 33% |
| Returns for 10 years | N/A | 21.93 | - |
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