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FIWGX vs WTIBX
FIWGX vs WTIBX Comparison
Open Charts FIWGX vs WTIBX
Strategic Advisers Fidelity Core
Price$9.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets75.56B
Segall Bryant & Hamill Plus Bond Ret
Price$9.37
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets705.63M
FIWGX vs WTIBX Comparison Chart in %
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FIWGX vs. WTIBX commentary
Jun 23, 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 WTIBX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 75.6B vs. WTIBX (706M). FIWGX pays higher dividends than WTIBX: FIWGX (4.34) vs WTIBX (4.08). FIWGX was incepted earlier than WTIBX: FIWGX (7 years) vs WTIBX (37 years). WTIBX (0.69) is less costly to investors than FIWGX (0.42). FIWGX is a more actively managed with annual turnover of: 207.00 vs. WTIBX (36.00). FIWGX has a lower initial minimum investment than WTIBX: FIWGX (0) vs WTIBX (2500). FIWGX annual gain was more profitable for investors over the last year : 4.75 vs. WTIBX (4.12). WTIBX return over 5 years is better than : -1.74 vs. FIWGX (-3.42).
| FIWGX | WTIBX | FIWGX / WTIBX | |
| Total Expense Ratio | 0.17 | 0.55 | 31% |
| Annual Report Gross Expense Ratio | 0.42 | 0.69 | 61% |
| Fund Existence | 7 years | 37 years | - |
| Gain YTD | 2.927 | 2.836 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.6B | 706M | 10,708% |
| Annual Yield % from dividends | 4.34 | 4.08 | 106% |
| Returns for 1 year | 4.75 | 4.12 | 115% |
| Returns for 3 years | 10.47 | 11.39 | 92% |
| Returns for 5 years | -3.42 | -1.74 | 197% |
| Returns for 10 years | N/A | 20.97 | - |
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