FASGX vs. VASGX
Compare and contrast key facts about Fidelity Asset Manager 70% Fund (FASGX) and Vanguard LifeStrategy Growth Fund (VASGX).
FASGX is managed by Blackrock. It was launched on Dec 30, 1991. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FASGX or VASGX.
Key characteristics
| FASGX | VASGX | |
|---|---|---|
| YTD Return | 2.25% | 2.31% |
| 1Y Return | 11.77% | 14.22% |
| 3Y Return (Ann) | 1.78% | 2.39% |
| 5Y Return (Ann) | 7.49% | 7.58% |
| 10Y Return (Ann) | 6.80% | 7.39% |
| Sharpe Ratio | 1.26 | 1.34 |
| Daily Std Dev | 8.91% | 9.96% |
| Max Drawdown | -47.29% | -51.16% |
| Current Drawdown | -3.16% | -3.32% |
Correlation
The correlation between FASGX and VASGX 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.
Performance
FASGX vs. VASGX - Performance Comparison
The year-to-date returns for both investments are quite close, with FASGX having a 2.25% return and VASGX slightly higher at 2.31%. Over the past 10 years, FASGX has underperformed VASGX with an annualized return of 6.80%, while VASGX has yielded a comparatively higher 7.39% annualized return. 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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FASGX vs. VASGX - Expense Ratio Comparison
FASGX has a 0.67% expense ratio, which is higher than VASGX's 0.14% expense ratio.
Risk-Adjusted Performance
FASGX vs. VASGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 70% Fund (FASGX) and Vanguard LifeStrategy Growth Fund (VASGX). 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
FASGX vs. VASGX - Dividend Comparison
FASGX's dividend yield for the trailing twelve months is around 1.68%, less than VASGX's 2.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FASGX Fidelity Asset Manager 70% Fund | 1.68% | 1.72% | 6.69% | 2.73% | 2.20% | 5.19% | 6.31% | 3.91% | 1.51% | 1.68% | 10.98% | 2.55% |
VASGX Vanguard LifeStrategy Growth Fund | 2.93% | 3.00% | 2.22% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% | 2.76% | 2.12% |
Drawdowns
FASGX vs. VASGX - Drawdown Comparison
The maximum FASGX drawdown since its inception was -47.29%, smaller than the maximum VASGX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for FASGX and VASGX. For additional features, visit the drawdowns tool.
Volatility
FASGX vs. VASGX - Volatility Comparison
Fidelity Asset Manager 70% Fund (FASGX) and Vanguard LifeStrategy Growth Fund (VASGX) have volatilities of 2.88% and 3.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.