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FIWGX vs JBFRX
FIWGX vs JBFRX Comparison
Open Charts FIWGX vs JBFRX
Strategic Advisers Fidelity Core
Price$9.03
Change-$0.05 (-0.55%)
VolumeN/A
Net Assets75.56B
JHancock Bond R4
Price$13.33
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets26.16B
FIWGX vs JBFRX Comparison Chart
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FIWGX vs. JBFRX commentary
Jun 07, 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 (26.2B). 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 : 4.75 vs. JBFRX (4.26). JBFRX return over 5 years is better than : -1.94 vs. FIWGX (-2.85).
| 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 | 2.701 | 2.347 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.6B | 26.2B | 289% |
| Annual Yield % from dividends | 4.34 | 4.36 | 99% |
| Returns for 1 year | 4.75 | 4.26 | 112% |
| Returns for 3 years | 7.22 | 6.40 | 113% |
| Returns for 5 years | -2.85 | -1.94 | 147% |
| Returns for 10 years | N/A | 20.56 | - |
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