FIWGX
Price
$9.11
Change
-$0.01 (-0.11%)
Updated
Jul 8 closing price
Net Assets
80.83B
NEFRX
Price
$11.39
Change
-$0.01 (-0.09%)
Updated
Jul 8 closing price
Net Assets
7.68B
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FIWGX vs NEFRX

Header iconFIWGX vs NEFRX Comparison
Open Charts FIWGX vs NEFRXBanner chart's image
Strategic Advisers Fidelity Core
Price$9.11
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets80.83B
Loomis Sayles Core Plus Bond A
Price$11.39
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets7.68B
FIWGX vs NEFRX Comparison Chart in %
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FIWGX vs. NEFRX commentary
Jul 10, 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.

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FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 80.8B vs. NEFRX (7.68B). FIWGX pays higher dividends than NEFRX: FIWGX (4.28) vs NEFRX (3.95). 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 : 5.10 vs. NEFRX (4.23). FIWGX return over 5 years is better than : -3.69 vs. NEFRX (-5.21).
FIWGXNEFRXFIWGX / NEFRX
Total Expense Ratio0.170.7423%
Annual Report Gross Expense Ratio0.420.7556%
Fund Existence7 years52 years-
Gain YTD3.4923.80192%
Front LoadN/A4%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets80.8B7.68B1,052%
Annual Yield % from dividends4.283.95108%
Returns for 1 year5.104.23120%
Returns for 3 years9.878.38118%
Returns for 5 years-3.69-5.2171%
Returns for 10 yearsN/A19.89-
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