FAIGX vs. VWELX
Compare and contrast key facts about Fidelity Advisor Balanced Fund Class M (FAIGX) and Vanguard Wellington Fund Investor Shares (VWELX).
FAIGX is managed by Fidelity. It was launched on Jan 6, 1987. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAIGX or VWELX.
Key characteristics
| FAIGX | VWELX | |
|---|---|---|
| YTD Return | 14.85% | 16.01% |
| 1Y Return | 23.22% | 24.32% |
| 3Y Return (Ann) | 4.14% | 4.96% |
| 5Y Return (Ann) | 10.92% | 8.99% |
| 10Y Return (Ann) | 9.06% | 8.62% |
| Sharpe Ratio | 2.77 | 2.87 |
| Sortino Ratio | 3.96 | 3.99 |
| Omega Ratio | 1.54 | 1.54 |
| Calmar Ratio | 2.64 | 2.71 |
| Martin Ratio | 17.77 | 19.99 |
| Ulcer Index | 1.31% | 1.21% |
| Daily Std Dev | 8.39% | 8.42% |
| Max Drawdown | -44.19% | -36.12% |
| Current Drawdown | -0.89% | -0.36% |
Correlation
The correlation between FAIGX and VWELX is 0.87, 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.
Performance
FAIGX vs. VWELX - Performance Comparison
In the year-to-date period, FAIGX achieves a 14.85% return, which is significantly lower than VWELX's 16.01% return. Both investments have delivered pretty close results over the past 10 years, with FAIGX having a 9.06% annualized return and VWELX not far behind at 8.62%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FAIGX vs. VWELX - Expense Ratio Comparison
FAIGX has a 1.06% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
FAIGX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class M (FAIGX) and Vanguard Wellington Fund Investor Shares (VWELX). 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. VWELX - Dividend Comparison
FAIGX's dividend yield for the trailing twelve months is around 3.90%, less than VWELX's 5.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAIGX Fidelity Advisor Balanced Fund Class M | 3.90% | 1.14% | 0.79% | 0.22% | 0.70% | 1.05% | 1.08% | 0.97% | 0.95% | 4.95% | 7.47% | 5.28% |
VWELX Vanguard Wellington Fund Investor Shares | 5.37% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% | 2.50% |
Drawdowns
FAIGX vs. VWELX - Drawdown Comparison
The maximum FAIGX drawdown since its inception was -44.19%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for FAIGX and VWELX. For additional features, visit the drawdowns tool.
Volatility
FAIGX vs. VWELX - Volatility Comparison
The current volatility for Fidelity Advisor Balanced Fund Class M (FAIGX) is 1.08%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 2.70%. This indicates that FAIGX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.