FAMRX vs. GOIIX
Compare and contrast key facts about Fidelity Asset Manager 85% Fund (FAMRX) and Goldman Sachs Growth and Income Strategy Portfolio (GOIIX).
FAMRX is managed by Blackrock. It was launched on Sep 24, 1999. GOIIX is managed by Goldman Sachs. It was launched on Jan 1, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAMRX or GOIIX.
Correlation
The correlation between FAMRX and GOIIX is 0.89, 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. GOIIX - Performance Comparison
Key characteristics
FAMRX:
0.25
GOIIX:
0.31
FAMRX:
0.46
GOIIX:
0.50
FAMRX:
1.06
GOIIX:
1.07
FAMRX:
0.24
GOIIX:
0.29
FAMRX:
0.97
GOIIX:
1.06
FAMRX:
4.12%
GOIIX:
3.63%
FAMRX:
15.96%
GOIIX:
12.25%
FAMRX:
-60.05%
GOIIX:
-48.04%
FAMRX:
-9.40%
GOIIX:
-8.06%
Returns By Period
In the year-to-date period, FAMRX achieves a -3.37% return, which is significantly lower than GOIIX's -2.49% return. Over the past 10 years, FAMRX has outperformed GOIIX with an annualized return of 5.19%, while GOIIX has yielded a comparatively lower 4.73% annualized return.
FAMRX
-3.37%
-4.99%
-6.08%
2.71%
9.26%
5.19%
GOIIX
-2.49%
-4.03%
-5.59%
3.01%
6.39%
4.73%
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FAMRX vs. GOIIX - Expense Ratio Comparison
FAMRX has a 0.70% expense ratio, which is higher than GOIIX's 0.19% expense ratio.
Risk-Adjusted Performance
FAMRX vs. GOIIX — Risk-Adjusted Performance Rank
FAMRX
GOIIX
FAMRX vs. GOIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 85% Fund (FAMRX) and Goldman Sachs Growth and Income Strategy Portfolio (GOIIX). 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. GOIIX - Dividend Comparison
FAMRX's dividend yield for the trailing twelve months is around 3.56%, less than GOIIX's 4.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAMRX Fidelity Asset Manager 85% Fund | 3.56% | 3.44% | 1.33% | 5.07% | 3.15% | 1.99% | 5.52% | 5.62% | 3.29% | 1.33% | 1.41% | 11.42% |
GOIIX Goldman Sachs Growth and Income Strategy Portfolio | 4.39% | 3.82% | 1.97% | 4.18% | 4.10% | 1.78% | 2.29% | 3.03% | 2.73% | 1.38% | 3.96% | 2.97% |
Drawdowns
FAMRX vs. GOIIX - Drawdown Comparison
The maximum FAMRX drawdown since its inception was -60.05%, which is greater than GOIIX's maximum drawdown of -48.04%. Use the drawdown chart below to compare losses from any high point for FAMRX and GOIIX. For additional features, visit the drawdowns tool.
Volatility
FAMRX vs. GOIIX - Volatility Comparison
Fidelity Asset Manager 85% Fund (FAMRX) has a higher volatility of 10.94% compared to Goldman Sachs Growth and Income Strategy Portfolio (GOIIX) at 8.09%. This indicates that FAMRX's price experiences larger fluctuations and is considered to be riskier than GOIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.