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FIWGX vs RIWTX
FIWGX vs RIWTX Comparison
Open Charts FIWGX vs RIWTX
Strategic Advisers Fidelity Core
Price$9.14
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets71.72B
Russell Inv Investment Grade Bond M
Price$18.27
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets962.9M
FIWGX vs RIWTX Comparison Chart
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FIWGX vs. RIWTX commentary
Apr 29, 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 RIWTX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 71.7B vs. RIWTX (963M). RIWTX pays higher dividends than FIWGX: RIWTX (4.79) vs FIWGX (4.28). FIWGX was incepted earlier than RIWTX: FIWGX (7 years) vs RIWTX (8 years). RIWTX (0.56) is less costly to investors than FIWGX (0.42). FIWGX is a more actively managed with annual turnover of: 207.00 vs. RIWTX (77.00). FIWGX (0) and RIWTX (0) have matching initial minimum investment requirements. FIWGX (7.85) and RIWTX (7.58) have marching annual gain over last year. FIWGX return over 5 years is better than : -1.38 vs. RIWTX (-6.13).
| FIWGX | RIWTX | FIWGX / RIWTX | |
| Total Expense Ratio | 0.17 | 0.41 | 41% |
| Annual Report Gross Expense Ratio | 0.42 | 0.56 | 75% |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 2.326 | 2.954 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.7B | 963M | 7,445% |
| Annual Yield % from dividends | 4.28 | 4.79 | 89% |
| Returns for 1 year | 7.85 | 7.58 | 104% |
| Returns for 3 years | 6.27 | 4.15 | 151% |
| Returns for 5 years | -1.38 | -6.13 | 22% |
| Returns for 10 years | N/A | N/A | - |
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