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FIWGX vs JBFRX
FIWGX vs JBFRX Comparison
Open Charts FIWGX vs JBFRX
Strategic Advisers Fidelity Core
Price$9.11
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets71.72B
JHancock Bond R4
Price$13.44
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets26.1B
FIWGX vs JBFRX Comparison Chart
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FIWGX vs. JBFRX commentary
Apr 26, 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: 71.7B vs. JBFRX (26.1B). JBFRX (4.29) 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 (0.42). 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 : 7.86 vs. JBFRX (7.13). JBFRX return over 5 years is better than : -0.58 vs. FIWGX (-1.61).
| 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 | 1.989 | 1.463 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.7B | 26.1B | 275% |
| Annual Yield % from dividends | 4.28 | 4.29 | 100% |
| Returns for 1 year | 7.86 | 7.13 | 110% |
| Returns for 3 years | 5.03 | 3.96 | 127% |
| Returns for 5 years | -1.61 | -0.58 | 280% |
| Returns for 10 years | N/A | 17.88 | - |
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