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FIWGX vs MRBIX
FIWGX vs MRBIX Comparison
Open Charts FIWGX vs MRBIX
Strategic Advisers Fidelity Core
Price$9.15
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets80.83B
MFS Total Return Bond I
Price$9.52
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets8.16B
FIWGX vs MRBIX Comparison Chart in %
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FIWGX vs. MRBIX commentary
Jul 05, 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: 80.8B vs. MRBIX (8.16B). MRBIX (4.35) and FIWGX (4.28) have matching dividends . FIWGX was incepted earlier than MRBIX: FIWGX (7 years) vs MRBIX (27 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. FIWGX (6.14) and MRBIX (6.13) have marching annual gain over last year. FIWGX return over 5 years is better than : -2.73 vs. MRBIX (-11.54).
| 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 | 27 years | - |
| Gain YTD | 4.059 | 3.894 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 8.16B | 990% |
| Annual Yield % from dividends | 4.28 | 4.35 | 99% |
| Returns for 1 year | 6.14 | 6.13 | 100% |
| Returns for 3 years | 9.42 | 10.59 | 89% |
| Returns for 5 years | -2.73 | -11.54 | 24% |
| Returns for 10 years | N/A | 21.56 | - |
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