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FIWGX vs JBFRX
FIWGX vs JBFRX Comparison
Open Charts FIWGX vs JBFRX
Strategic Advisers Fidelity Core
Price$9.32
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets83.96B
JHancock Bond R4
Price$13.80
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets27.01B
FIWGX vs JBFRX Comparison Chart in %
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FIWGX vs. JBFRX commentary
Sep 09, 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: 84B vs. JBFRX (27B). JBFRX (4.33) and FIWGX (4.28) 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 (0.41). FIWGX is a more actively managed with annual turnover of: 206.00 vs. JBFRX (100.00). FIWGX (0) and JBFRX (0) have matching initial minimum investment requirements. FIWGX (3.20) and JBFRX (3.11) have marching annual gain over last year. JBFRX return over 5 years is better than : -1.14 vs. FIWGX (-2.10).
| FIWGX | JBFRX | FIWGX / JBFRX | |
| Total Expense Ratio | 0.16 | 0.61 | 26% |
| Annual Report Gross Expense Ratio | 0.41 | 0.72 | 57% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 6.176 | 6.155 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84B | 27B | 311% |
| Annual Yield % from dividends | 4.28 | 4.33 | 99% |
| Returns for 1 year | 3.20 | 3.11 | 103% |
| Returns for 3 years | 13.27 | 13.05 | 102% |
| Returns for 5 years | -2.10 | -1.14 | 184% |
| Returns for 10 years | N/A | 24.76 | - |
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