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FIWGX vs NEFRX
FIWGX vs NEFRX Comparison
Open Charts FIWGX vs NEFRX
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.
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).
| FIWGX | NEFRX | FIWGX / NEFRX | |
| Total Expense Ratio | 0.17 | 0.74 | 23% |
| Annual Report Gross Expense Ratio | 0.42 | 0.75 | 56% |
| Fund Existence | 7 years | 52 years | - |
| Gain YTD | 3.492 | 3.801 | 92% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 7.68B | 1,052% |
| Annual Yield % from dividends | 4.28 | 3.95 | 108% |
| Returns for 1 year | 5.10 | 4.23 | 120% |
| Returns for 3 years | 9.87 | 8.38 | 118% |
| Returns for 5 years | -3.69 | -5.21 | 71% |
| Returns for 10 years | N/A | 19.89 | - |
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