FAMRX vs. FIPFX
Compare and contrast key facts about Fidelity Asset Manager 85% Fund (FAMRX) and Fidelity Freedom Index 2050 Fund Investor Class (FIPFX).
FAMRX is managed by Blackrock. It was launched on Sep 24, 1999. FIPFX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAMRX or FIPFX.
Correlation
The correlation between FAMRX and FIPFX is 0.95, 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.
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FAMRX vs. FIPFX - Performance Comparison
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Key characteristics
FAMRX:
0.45
FIPFX:
0.73
FAMRX:
0.72
FIPFX:
1.11
FAMRX:
1.10
FIPFX:
1.16
FAMRX:
0.43
FIPFX:
0.77
FAMRX:
1.63
FIPFX:
3.41
FAMRX:
4.33%
FIPFX:
3.33%
FAMRX:
16.08%
FIPFX:
15.75%
FAMRX:
-60.05%
FIPFX:
-30.71%
FAMRX:
-1.70%
FIPFX:
0.00%
Returns By Period
In the year-to-date period, FAMRX achieves a 4.84% return, which is significantly lower than FIPFX's 5.86% return. Over the past 10 years, FAMRX has underperformed FIPFX with an annualized return of 5.97%, while FIPFX has yielded a comparatively higher 8.70% annualized return.
FAMRX
4.84%
10.40%
1.87%
7.11%
9.59%
9.77%
5.97%
FIPFX
5.86%
10.28%
5.05%
11.43%
12.38%
12.04%
8.70%
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FAMRX vs. FIPFX - Expense Ratio Comparison
FAMRX has a 0.70% expense ratio, which is higher than FIPFX's 0.12% expense ratio.
Risk-Adjusted Performance
FAMRX vs. FIPFX — Risk-Adjusted Performance Rank
FAMRX
FIPFX
FAMRX vs. FIPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 85% Fund (FAMRX) and Fidelity Freedom Index 2050 Fund Investor Class (FIPFX). 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.
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Dividends
FAMRX vs. FIPFX - Dividend Comparison
FAMRX's dividend yield for the trailing twelve months is around 3.28%, more than FIPFX's 1.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAMRX Fidelity Asset Manager 85% Fund | 3.28% | 3.44% | 1.33% | 5.07% | 3.15% | 1.99% | 5.52% | 5.62% | 3.29% | 1.33% | 1.41% | 11.42% |
FIPFX Fidelity Freedom Index 2050 Fund Investor Class | 1.89% | 1.98% | 1.94% | 1.96% | 1.52% | 1.39% | 1.77% | 2.19% | 1.72% | 2.04% | 2.00% | 3.26% |
Drawdowns
FAMRX vs. FIPFX - Drawdown Comparison
The maximum FAMRX drawdown since its inception was -60.05%, which is greater than FIPFX's maximum drawdown of -30.71%. Use the drawdown chart below to compare losses from any high point for FAMRX and FIPFX. For additional features, visit the drawdowns tool.
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Volatility
FAMRX vs. FIPFX - Volatility Comparison
The current volatility for Fidelity Asset Manager 85% Fund (FAMRX) is 3.50%, while Fidelity Freedom Index 2050 Fund Investor Class (FIPFX) has a volatility of 3.73%. This indicates that FAMRX experiences smaller price fluctuations and is considered to be less risky than FIPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Recent discussions
New ticker RFIX
Hello!
I would like to see if a new ticker could be added for RFIX?
Thanks!
Chris D
Start and end date for portfolio performance & analysis
Hi All
This is an amazing tool! The only feature that I can't see is the option to add a start and end date (month or year) for portfolio calculations (for example: from December 2024 to January 2025). Is that something I'm missing?
Thanks,
John
John Harrison
Transactional Portfolio Use
I am trying to understand how to make the best use of transactional portfolios. At first I thought it is useful when tracking the performance of a self-managed fund. You add cash to it, transact in equities, adding each transaction to the portfolio. It then shows you its performance wrt. to a benchmark. The broker does this for you anyway, but the whole reason I started evaluating Portfolioslab is so that I can separate my single broker account into thematic baskets ("thematic funds") and track their performance individually.
The transactional portfolio in Portfolioslab does not seem to work that way. It does not consider the changes in cash position, ie. any profit/loss made on equity transactions. It does not seem to be suited for track the assets of a fund, so to speak. What good is transactional portfolio then?
EG