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FIWGX vs JBFRX
FIWGX vs JBFRX Comparison
Open Charts FIWGX vs JBFRX
Strategic Advisers Fidelity Core
Price$9.16
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets75.56B
JHancock Bond R4
Price$13.54
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets26.44B
FIWGX vs JBFRX Comparison Chart in %
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FIWGX vs. JBFRX commentary
Jun 28, 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: 75.6B vs. JBFRX (26.4B). JBFRX (4.36) and FIWGX (4.34) 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 : 6.03 vs. JBFRX (5.66). JBFRX return over 5 years is better than : -1.47 vs. FIWGX (-2.57).
| 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 | 3.832 | 3.646 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.6B | 26.4B | 286% |
| Annual Yield % from dividends | 4.34 | 4.36 | 99% |
| Returns for 1 year | 6.03 | 5.66 | 106% |
| Returns for 3 years | 11.08 | 11.10 | 100% |
| Returns for 5 years | -2.57 | -1.47 | 175% |
| Returns for 10 years | N/A | 22.02 | - |
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