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ANBAX vs FSRIX

Both ANBAX and FSRIX are mutual funds. ANBAX has a lower 5-year return than FSRIX (5.44% vs 5.45%). ANBAX has a higher expense ratio than FSRIX (0.83% vs 0.71%). Below is the comparison between ANBAX and FSRIX.

ANBAX FSRIX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Multisector Bond Taxable Fixed Income: Multisector Bond
Family American Funds Fidelity Investments
Net Assets $2.02B $5.21B
Expense Ratio 0.83% 0.71%
Management Style active active
Dividend Yield 1.95% 3.36%
Minimum Investment $1,000.00 $2,500.00
YTD Return 0.19% 4.10%
1-Year Return 2.33% 1.85%
3-Year Return 8.92% 6.62%
5-Year Return 5.44% 5.45%
10-Year Return N/A 4.94%

ANBAX description

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ANBAX performance & returns

YTD Return 0.19%
1-Month Return 0.91%
3-Month Return 2.33%
1-Year Return 2.33%
3-Year Return 8.92%
5-Year Return 5.44%
10-Year Return N/A
ANBAX expense ratio is 0.83%.

ANBAX holdings

Top 10 Holdings (35.65% of Total Assets)

Name Symbol % Assets
United States Treasury Bonds 1.25% N/A 10.15%
United States Treasury Notes 0.13% N/A 7.53%
Federal National Mortgage Association 2% N/A 4.47%
United States Treasury Notes 0.5% N/A 3.14%
Government National Mortgage Association 2.5% N/A 2.99%
United States Treasury Notes 0.12% N/A 2.71%
United States Treasury Bonds 1.12% N/A 2.46%
US Treasury Note 0.25% N/A 2.20%

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FSRIX description

The Fund seeks a high level of current income and may also seek capital appreciation. The Fund invests in debt securities, including lower-quality debt securities allocated among these general securities categories: high yield, US government and investment grade, emerging market, and foreign developed market.

FSRIX performance & returns

YTD Return 4.10%
1-Month Return 0.82%
3-Month Return 1.85%
1-Year Return 1.85%
3-Year Return 6.62%
5-Year Return 5.45%
10-Year Return 4.94%
FSRIX expense ratio is 0.71%.

FSRIX holdings

Top 10 Holdings (28.08% of Total Assets)

Name Symbol % Assets
Fidelity Cent Invt Portfolios N/A 10.01%
Fidelity Revere Str Tr N/A 6.26%
Germany (Federal Republic Of) 0.25% N/A 2.48%
United States Treasury Bonds 2.5% N/A 2.04%
United States Treasury Bonds 3% N/A 1.54%
Ally Financial Inc. 8% N/A 1.54%
10 Year Treasury Note Future Sept 20 ZNU0 1.23%
United States Treasury Notes 2.5% N/A 1.09%
United States Treasury Notes 2.12% N/A 0.98%
United States Treasury Bonds 4.75% N/A 0.91%

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