FASMX vs. AWSHX
Compare and contrast key facts about Fidelity Asset Manager 50% Fund (FASMX) and American Funds Washington Mutual Investors Fund Class A (AWSHX).
FASMX is managed by Blackrock. It was launched on Dec 28, 1988. AWSHX is managed by American Funds. It was launched on Jul 31, 1952.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FASMX or AWSHX.
Correlation
The correlation between FASMX and AWSHX is 0.85, 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
FASMX vs. AWSHX - Performance Comparison
Key characteristics
FASMX:
1.42
AWSHX:
1.38
FASMX:
2.00
AWSHX:
1.81
FASMX:
1.26
AWSHX:
1.27
FASMX:
1.67
AWSHX:
2.00
FASMX:
8.31
AWSHX:
9.04
FASMX:
1.22%
AWSHX:
1.82%
FASMX:
7.14%
AWSHX:
11.90%
FASMX:
-36.82%
AWSHX:
-53.26%
FASMX:
-2.40%
AWSHX:
-5.49%
Returns By Period
In the year-to-date period, FASMX achieves a 9.55% return, which is significantly lower than AWSHX's 15.79% return. Over the past 10 years, FASMX has underperformed AWSHX with an annualized return of 5.59%, while AWSHX has yielded a comparatively higher 10.57% annualized return.
FASMX
9.55%
-0.42%
3.97%
10.16%
5.85%
5.59%
AWSHX
15.79%
-4.17%
3.87%
16.44%
10.73%
10.57%
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FASMX vs. AWSHX - Expense Ratio Comparison
FASMX has a 0.62% expense ratio, which is higher than AWSHX's 0.58% expense ratio.
Risk-Adjusted Performance
FASMX vs. AWSHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 50% Fund (FASMX) and American Funds Washington Mutual Investors Fund Class A (AWSHX). 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
FASMX vs. AWSHX - Dividend Comparison
FASMX's dividend yield for the trailing twelve months is around 2.23%, more than AWSHX's 0.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FASMX Fidelity Asset Manager 50% Fund | 2.23% | 2.18% | 2.35% | 1.52% | 1.24% | 1.79% | 1.93% | 1.41% | 1.55% | 1.93% | 8.91% | 6.96% |
AWSHX American Funds Washington Mutual Investors Fund Class A | 0.98% | 1.67% | 1.95% | 1.41% | 1.73% | 1.83% | 2.09% | 1.87% | 1.92% | 2.11% | 2.04% | 4.96% |
Drawdowns
FASMX vs. AWSHX - Drawdown Comparison
The maximum FASMX drawdown since its inception was -36.82%, smaller than the maximum AWSHX drawdown of -53.26%. Use the drawdown chart below to compare losses from any high point for FASMX and AWSHX. For additional features, visit the drawdowns tool.
Volatility
FASMX vs. AWSHX - Volatility Comparison
The current volatility for Fidelity Asset Manager 50% Fund (FASMX) is 2.36%, while American Funds Washington Mutual Investors Fund Class A (AWSHX) has a volatility of 6.40%. This indicates that FASMX experiences smaller price fluctuations and is considered to be less risky than AWSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.