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FIWGX vs RFATX
FIWGX vs RFATX Comparison
Open Charts FIWGX vs RFATX
Strategic Advisers Fidelity Core
Price$9.22
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets81.78B
Russell Inv Investment Grade Bond S
Price$18.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.02B
FIWGX vs RFATX Comparison Chart in %
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FIWGX vs. RFATX commentary
Aug 06, 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 RFATX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 81.8B vs. RFATX (1.02B). RFATX pays higher dividends than FIWGX: RFATX (4.69) vs FIWGX (4.31). FIWGX was incepted earlier than RFATX: FIWGX (7 years) vs RFATX (18 years). RFATX (0.56) is less costly to investors than FIWGX (0.42). FIWGX is a more actively managed with annual turnover of: 207.00 vs. RFATX (77.00). FIWGX (0) and RFATX (0) have matching initial minimum investment requirements. FIWGX annual gain was more profitable for investors over the last year : 3.29 vs. RFATX (2.98). FIWGX return over 5 years is better than : -3.94 vs. RFATX (-9.19).
| FIWGX | RFATX | FIWGX / RFATX | |
| Total Expense Ratio | 0.17 | 0.51 | 33% |
| Annual Report Gross Expense Ratio | 0.42 | 0.56 | 75% |
| Fund Existence | 7 years | 18 years | - |
| Gain YTD | 4.909 | 4.956 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.8B | 1.02B | 8,051% |
| Annual Yield % from dividends | 4.31 | 4.69 | 92% |
| Returns for 1 year | 3.29 | 2.98 | 111% |
| Returns for 3 years | 9.02 | 6.33 | 142% |
| Returns for 5 years | -3.94 | -9.19 | 43% |
| Returns for 10 years | N/A | 7.12 | - |
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