FAIGX vs. ATRFX
Compare and contrast key facts about Fidelity Advisor Balanced Fund Class M (FAIGX) and Catalyst Systematic Alpha Class I (ATRFX).
FAIGX is managed by Fidelity. It was launched on Jan 6, 1987. ATRFX is managed by Catalyst Mutual Funds. It was launched on Jul 31, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAIGX or ATRFX.
Correlation
The correlation between FAIGX and ATRFX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FAIGX vs. ATRFX - Performance Comparison
Key characteristics
Returns By Period
FAIGX
N/A
N/A
N/A
N/A
N/A
N/A
ATRFX
4.15%
1.90%
-8.53%
-1.36%
10.05%
6.34%
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FAIGX vs. ATRFX - Expense Ratio Comparison
FAIGX has a 1.06% expense ratio, which is lower than ATRFX's 1.77% expense ratio.
Risk-Adjusted Performance
FAIGX vs. ATRFX — Risk-Adjusted Performance Rank
FAIGX
ATRFX
FAIGX vs. ATRFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class M (FAIGX) and Catalyst Systematic Alpha Class I (ATRFX). 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.
Dividends
FAIGX vs. ATRFX - Dividend Comparison
FAIGX has not paid dividends to shareholders, while ATRFX's dividend yield for the trailing twelve months is around 11.42%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAIGX Fidelity Advisor Balanced Fund Class M | 3.58% | 3.58% | 1.14% | 0.79% | 0.22% | 0.70% | 1.05% | 1.08% | 0.97% | 0.95% | 5.39% | 8.02% |
ATRFX Catalyst Systematic Alpha Class I | 11.42% | 11.90% | 1.87% | 4.98% | 5.43% | 20.92% | 3.04% | 1.38% | 0.00% | 0.91% | 0.74% | 0.59% |
Drawdowns
FAIGX vs. ATRFX - Drawdown Comparison
Volatility
FAIGX vs. ATRFX - Volatility Comparison
The current volatility for Fidelity Advisor Balanced Fund Class M (FAIGX) is 0.00%, while Catalyst Systematic Alpha Class I (ATRFX) has a volatility of 4.69%. This indicates that FAIGX experiences smaller price fluctuations and is considered to be less risky than ATRFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.