FAMRX vs. FLGEX
Compare and contrast key facts about Fidelity Asset Manager 85% Fund (FAMRX) and Fidelity Large Cap Growth Enhanced Index Fund (FLGEX).
FAMRX is managed by Blackrock. It was launched on Sep 24, 1999. FLGEX is managed by Fidelity. It was launched on Apr 19, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAMRX or FLGEX.
Key characteristics
| FAMRX | FLGEX |
|---|
Correlation
The correlation between FAMRX and FLGEX is 0.90, 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
FAMRX vs. FLGEX - Performance Comparison
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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FAMRX vs. FLGEX - Expense Ratio Comparison
FAMRX has a 0.70% expense ratio, which is higher than FLGEX's 0.39% expense ratio.
Risk-Adjusted Performance
FAMRX vs. FLGEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 85% Fund (FAMRX) and Fidelity Large Cap Growth Enhanced Index Fund (FLGEX). 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
FAMRX vs. FLGEX - Dividend Comparison
FAMRX's dividend yield for the trailing twelve months is around 1.15%, while FLGEX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAMRX Fidelity Asset Manager 85% Fund | 1.15% | 1.33% | 1.85% | 1.12% | 0.80% | 1.36% | 1.36% | 0.98% | 1.05% | 1.41% | 11.42% | 4.40% |
FLGEX Fidelity Large Cap Growth Enhanced Index Fund | 0.12% | 0.50% | 0.61% | 14.40% | 4.74% | 3.18% | 8.29% | 4.54% | 1.01% | 3.07% | 9.05% | 7.77% |
Drawdowns
FAMRX vs. FLGEX - Drawdown Comparison
Volatility
FAMRX vs. FLGEX - Volatility Comparison
Fidelity Asset Manager 85% Fund (FAMRX) has a higher volatility of 2.93% compared to Fidelity Large Cap Growth Enhanced Index Fund (FLGEX) at 0.00%. This indicates that FAMRX's price experiences larger fluctuations and is considered to be riskier than FLGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.