BMCAX vs. FASGX
Compare and contrast key facts about BlackRock Advantage Large Cap Growth Fund (BMCAX) and Fidelity Asset Manager 70% Fund (FASGX).
BMCAX is managed by BlackRock. It was launched on Aug 26, 1986. FASGX is managed by BlackRock. It was launched on Dec 30, 1991.
Performance
BMCAX vs. FASGX - Performance Comparison
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BMCAX vs. FASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMCAX BlackRock Advantage Large Cap Growth Fund | -8.04% | 21.40% | 32.28% | 39.38% | -30.37% | 26.61% | 31.89% | 33.39% | -2.87% | 22.57% |
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, BMCAX achieves a -8.04% return, which is significantly lower than FASGX's -0.70% return. Over the past 10 years, BMCAX has outperformed FASGX with an annualized return of 15.52%, while FASGX has yielded a comparatively lower 8.96% annualized return.
BMCAX
- 1D
- 3.75%
- 1M
- -5.18%
- YTD
- -8.04%
- 6M
- -6.47%
- 1Y
- 22.41%
- 3Y*
- 21.99%
- 5Y*
- 12.04%
- 10Y*
- 15.52%
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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BMCAX vs. FASGX - Expense Ratio Comparison
BMCAX has a 0.87% expense ratio, which is higher than FASGX's 0.67% expense ratio.
Return for Risk
BMCAX vs. FASGX — Risk / Return Rank
BMCAX
FASGX
BMCAX vs. FASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Large Cap Growth Fund (BMCAX) 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.
| BMCAX | FASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.41 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.64 | 2.01 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.30 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 2.00 | -0.41 |
Martin ratioReturn relative to average drawdown | 5.41 | 8.74 | -3.33 |
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
| BMCAX | FASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.41 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.55 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.71 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.60 | -0.16 |
Correlation
The correlation between BMCAX and FASGX is 0.85, 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
BMCAX vs. FASGX - Dividend Comparison
BMCAX's dividend yield for the trailing twelve months is around 7.54%, more than FASGX's 7.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMCAX BlackRock Advantage Large Cap Growth Fund | 7.54% | 6.94% | 22.50% | 0.79% | 0.19% | 14.39% | 5.68% | 4.12% | 9.77% | 6.04% | 0.56% | 7.42% |
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
BMCAX vs. FASGX - Drawdown Comparison
The maximum BMCAX drawdown since its inception was -58.55%, which is greater than FASGX's maximum drawdown of -47.35%. Use the drawdown chart below to compare losses from any high point for BMCAX and FASGX.
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Drawdown Indicators
| BMCAX | FASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.55% | -47.35% | -11.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.71% | -9.07% | -5.64% |
Max Drawdown (5Y)Largest decline over 5 years | -33.84% | -23.54% | -10.30% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -27.20% | -6.64% |
Current DrawdownCurrent decline from peak | -11.52% | -5.77% | -5.75% |
Average DrawdownAverage peak-to-trough decline | -9.46% | -6.74% | -2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.33% | 2.07% | +2.26% |
Volatility
BMCAX vs. FASGX - Volatility Comparison
BlackRock Advantage Large Cap Growth Fund (BMCAX) has a higher volatility of 6.80% compared to Fidelity Asset Manager 70% Fund (FASGX) at 5.30%. This indicates that BMCAX's price experiences larger fluctuations and is considered to be riskier 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
| BMCAX | FASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 5.30% | +1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 12.76% | 8.12% | +4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.50% | 13.00% | +9.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.38% | 12.18% | +9.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.07% | 12.58% | +8.49% |