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FIWGX vs JBFRX
FIWGX vs JBFRX Comparison
Open Charts FIWGX vs JBFRX
Strategic Advisers Fidelity Core
Price$9.19
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets81.78B
JHancock Bond R4
Price$13.59
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets26.67B
FIWGX vs JBFRX Comparison Chart in %
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FIWGX vs. JBFRX commentary
Aug 16, 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 JBFRX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 81.8B vs. JBFRX (26.7B). JBFRX (4.35) and FIWGX (4.31) have matching dividends . FIWGX was incepted earlier than JBFRX: FIWGX (7 years) vs JBFRX (10 years). JBFRX (0.72) is less costly to investors than FIWGX (0.42). FIWGX is a more actively managed with annual turnover of: 207.00 vs. JBFRX (133.00). FIWGX (0) and JBFRX (0) have matching initial minimum investment requirements. FIWGX annual gain was more profitable for investors over the last year : 3.40 vs. JBFRX (3.23). JBFRX return over 5 years is better than : -2.00 vs. FIWGX (-3.00).
| FIWGX | JBFRX | FIWGX / JBFRX | |
| Total Expense Ratio | 0.17 | 0.61 | 28% |
| Annual Report Gross Expense Ratio | 0.42 | 0.72 | 58% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 4.909 | 4.853 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 26.7B | 306% |
| Annual Yield % from dividends | 4.31 | 4.35 | 99% |
| Returns for 1 year | 3.40 | 3.23 | 105% |
| Returns for 3 years | 8.57 | 8.24 | 104% |
| Returns for 5 years | -3.00 | -2.00 | 150% |
| Returns for 10 years | N/A | 23.06 | - |
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