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FIWGX vs NEFRX
FIWGX vs NEFRX Comparison
Open Charts FIWGX vs NEFRX
Strategic Advisers Fidelity Core
Price$9.20
Change+$0.06 (+0.66%)
VolumeN/A
Net Assets81.78B
Loomis Sayles Core Plus Bond A
Price$11.50
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets7.64B
FIWGX vs NEFRX Comparison Chart in %
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FIWGX vs. NEFRX commentary
Aug 03, 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 NEFRX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 81.8B vs. NEFRX (7.64B). FIWGX pays higher dividends than NEFRX: FIWGX (4.31) vs NEFRX (3.99). FIWGX was incepted earlier than NEFRX: FIWGX (7 years) vs NEFRX (52 years). NEFRX (0.75) is less costly to investors than FIWGX (0.42). FIWGX is a more actively managed with annual turnover of: 207.00 vs. NEFRX (170.00). FIWGX has a lower initial minimum investment than NEFRX: FIWGX (0) vs NEFRX (2500). FIWGX annual gain was more profitable for investors over the last year : 4.19 vs. NEFRX (3.61). FIWGX return over 5 years is better than : -3.70 vs. NEFRX (-5.20).
| FIWGX | NEFRX | FIWGX / NEFRX | |
| Total Expense Ratio | 0.17 | 0.73 | 23% |
| Annual Report Gross Expense Ratio | 0.42 | 0.75 | 56% |
| Fund Existence | 7 years | 52 years | - |
| Gain YTD | 4.795 | 5.083 | 94% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 7.64B | 1,071% |
| Annual Yield % from dividends | 4.31 | 3.99 | 108% |
| Returns for 1 year | 4.19 | 3.61 | 116% |
| Returns for 3 years | 8.56 | 6.99 | 122% |
| Returns for 5 years | -3.70 | -5.20 | 71% |
| Returns for 10 years | N/A | 21.10 | - |
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