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FIWGX vs JBFRX
FIWGX vs JBFRX Comparison
Open Charts FIWGX vs JBFRX
Strategic Advisers Fidelity Core
Price$9.08
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets80.83B
JHancock Bond R4
Price$13.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets26.22B
FIWGX vs JBFRX Comparison Chart in %
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FIWGX vs. JBFRX commentary
Jul 18, 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: 80.8B vs. JBFRX (26.2B). JBFRX (4.31) 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 : 3.83 vs. JBFRX (3.50). JBFRX return over 5 years is better than : -3.26 vs. FIWGX (-4.27).
| 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 | 3.151 | 2.944 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 26.2B | 308% |
| Annual Yield % from dividends | 4.28 | 4.31 | 99% |
| Returns for 1 year | 3.83 | 3.50 | 109% |
| Returns for 3 years | 8.81 | 8.89 | 99% |
| Returns for 5 years | -4.27 | -3.26 | 131% |
| Returns for 10 years | N/A | 21.19 | - |
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