FASGX vs. VZ
Compare and contrast key facts about Fidelity Asset Manager 70% Fund (FASGX) and Verizon Communications Inc. (VZ).
FASGX is managed by Blackrock. It was launched on Dec 30, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FASGX or VZ.
Performance
FASGX vs. VZ - Performance Comparison
Returns By Period
In the year-to-date period, FASGX achieves a 12.84% return, which is significantly lower than VZ's 22.08% return. Over the past 10 years, FASGX has outperformed VZ with an annualized return of 7.37%, while VZ has yielded a comparatively lower 3.76% annualized return.
FASGX
12.84%
1.04%
6.25%
18.74%
8.48%
7.37%
VZ
22.08%
0.68%
12.08%
23.23%
-0.99%
3.76%
Key characteristics
| FASGX | VZ | |
|---|---|---|
| Sharpe Ratio | 2.08 | 1.11 |
| Sortino Ratio | 2.89 | 1.61 |
| Omega Ratio | 1.38 | 1.22 |
| Calmar Ratio | 2.12 | 0.80 |
| Martin Ratio | 13.13 | 5.47 |
| Ulcer Index | 1.44% | 4.25% |
| Daily Std Dev | 9.09% | 20.94% |
| Max Drawdown | -47.29% | -50.61% |
| Current Drawdown | -0.78% | -11.78% |
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Correlation
The correlation between FASGX and VZ is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
FASGX vs. VZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 70% Fund (FASGX) and Verizon Communications Inc. (VZ). 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. VZ - Dividend Comparison
FASGX's dividend yield for the trailing twelve months is around 1.52%, less than VZ's 6.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FASGX Fidelity Asset Manager 70% Fund | 1.52% | 1.72% | 2.15% | 1.35% | 0.98% | 1.53% | 1.61% | 1.16% | 1.31% | 1.68% | 10.98% | 2.55% |
VZ Verizon Communications Inc. | 6.19% | 6.96% | 6.53% | 4.86% | 4.21% | 3.95% | 4.22% | 4.39% | 4.26% | 4.79% | 4.57% | 4.22% |
Drawdowns
FASGX vs. VZ - Drawdown Comparison
The maximum FASGX drawdown since its inception was -47.29%, smaller than the maximum VZ drawdown of -50.61%. Use the drawdown chart below to compare losses from any high point for FASGX and VZ. For additional features, visit the drawdowns tool.
Volatility
FASGX vs. VZ - Volatility Comparison
The current volatility for Fidelity Asset Manager 70% Fund (FASGX) is 2.48%, while Verizon Communications Inc. (VZ) has a volatility of 5.16%. This indicates that FASGX experiences smaller price fluctuations and is considered to be less risky than VZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.