BIGPX vs. FASGX
Compare and contrast key facts about BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and Fidelity Asset Manager 70% Fund (FASGX).
BIGPX is managed by BlackRock. It was launched on Dec 21, 2006. FASGX is managed by BlackRock. It was launched on Dec 30, 1991.
Performance
BIGPX vs. FASGX - Performance Comparison
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BIGPX vs. FASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | -1.73% | 16.08% | 2.52% | 15.92% | -15.80% | 7.38% | 21.62% | 21.03% | -3.65% | 14.68% |
FASGX Fidelity Asset Manager 70% Fund | -0.70% | 18.23% | 10.81% | 16.45% | -16.83% | 13.98% | 17.19% | 22.81% | -7.65% | 17.34% |
Returns By Period
In the year-to-date period, BIGPX achieves a -1.73% return, which is significantly lower than FASGX's -0.70% return. Over the past 10 years, BIGPX has underperformed FASGX with an annualized return of 7.70%, while FASGX has yielded a comparatively higher 8.96% annualized return.
BIGPX
- 1D
- 2.18%
- 1M
- -4.50%
- YTD
- -1.73%
- 6M
- 0.05%
- 1Y
- 14.45%
- 3Y*
- 9.11%
- 5Y*
- 4.18%
- 10Y*
- 7.70%
FASGX
- 1D
- 2.36%
- 1M
- -4.75%
- YTD
- -0.70%
- 6M
- 1.92%
- 1Y
- 17.75%
- 3Y*
- 12.59%
- 5Y*
- 6.64%
- 10Y*
- 8.96%
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BIGPX vs. FASGX - Expense Ratio Comparison
BIGPX has a 0.43% expense ratio, which is lower than FASGX's 0.67% expense ratio.
Return for Risk
BIGPX vs. FASGX — Risk / Return Rank
BIGPX
FASGX
BIGPX vs. FASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) and Fidelity Asset Manager 70% Fund (FASGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BIGPX | FASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.41 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.01 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.30 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 2.00 | -0.24 |
Martin ratioReturn relative to average drawdown | 7.52 | 8.74 | -1.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIGPX | FASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.41 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.55 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.71 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.60 | -0.14 |
Correlation
The correlation between BIGPX and FASGX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BIGPX vs. FASGX - Dividend Comparison
BIGPX's dividend yield for the trailing twelve months is around 8.11%, more than FASGX's 7.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGPX BlackRock 60/40 Target Allocation Fund Class I | 8.11% | 7.97% | 0.00% | 3.02% | 2.59% | 7.60% | 3.76% | 3.77% | 9.80% | 3.20% | 1.76% | 9.89% |
FASGX Fidelity Asset Manager 70% Fund | 7.39% | 7.33% | 4.60% | 1.72% | 6.69% | 2.73% | 2.20% | 5.19% | 6.31% | 2.75% | 0.20% | 5.58% |
Drawdowns
BIGPX vs. FASGX - Drawdown Comparison
The maximum BIGPX drawdown since its inception was -46.95%, roughly equal to the maximum FASGX drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for BIGPX and FASGX.
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Drawdown Indicators
| BIGPX | FASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.95% | -47.35% | +0.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -9.07% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -21.88% | -23.54% | +1.66% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -27.20% | +4.86% |
Current DrawdownCurrent decline from peak | -5.24% | -5.77% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -6.32% | -6.74% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 2.07% | -0.22% |
Volatility
BIGPX vs. FASGX - Volatility Comparison
The current volatility for BlackRock 60/40 Target Allocation Fund Class I (BIGPX) is 4.62%, while Fidelity Asset Manager 70% Fund (FASGX) has a volatility of 5.30%. This indicates that BIGPX experiences smaller price fluctuations and is considered to be less risky than FASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGPX | FASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 5.30% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 6.88% | 8.12% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.63% | 13.00% | -1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.84% | 12.18% | -0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.29% | 12.58% | -1.29% |