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FIWGX vs MRBIX
FIWGX vs MRBIX Comparison
Open Charts FIWGX vs MRBIX
Strategic Advisers Fidelity Core
Price$9.03
Change-$0.05 (-0.55%)
VolumeN/A
Net Assets75.56B
MFS Total Return Bond I
Price$9.40
Change-$0.05 (-0.53%)
VolumeN/A
Net Assets8.06B
FIWGX vs MRBIX Comparison Chart
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FIWGX vs. MRBIX commentary
Jun 08, 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 MRBIX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 75.6B vs. MRBIX (8.06B). MRBIX (4.40) and FIWGX (4.34) have matching dividends . FIWGX was incepted earlier than MRBIX: FIWGX (7 years) vs MRBIX (26 years). MRBIX (0.53) is less costly to investors than FIWGX (0.42). FIWGX is a more actively managed with annual turnover of: 207.00 vs. MRBIX (76.00). FIWGX (0) and MRBIX (0) have matching initial minimum investment requirements. MRBIX (4.80) and FIWGX (4.75) have marching annual gain over last year. MRBIX return over 5 years is better than : -0.92 vs. FIWGX (-2.85).
| FIWGX | MRBIX | FIWGX / MRBIX | |
| Total Expense Ratio | 0.17 | 0.45 | 38% |
| Annual Report Gross Expense Ratio | 0.42 | 0.53 | 79% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 2.701 | 2.551 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.6B | 8.06B | 939% |
| Annual Yield % from dividends | 4.34 | 4.40 | 99% |
| Returns for 1 year | 4.75 | 4.80 | 99% |
| Returns for 3 years | 7.22 | 7.86 | 92% |
| Returns for 5 years | -2.85 | -0.92 | 311% |
| Returns for 10 years | N/A | 20.63 | - |
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