PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
FASMX vs. AWSHX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FASMX vs. AWSHX

Last updated May 12, 2025

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 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

FASMX vs. AWSHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Asset Manager 50% Fund (FASMX) and American Funds Washington Mutual Investors Fund Class A (AWSHX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

FASMX:

1.94%

AWSHX:

8.24%

Max Drawdown

FASMX:

-0.15%

AWSHX:

-0.66%

Current Drawdown

FASMX:

0.00%

AWSHX:

-0.26%

Returns By Period

FASMX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

AWSHX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FASMX vs. AWSHX - Expense Ratio Comparison

FASMX has a 0.62% expense ratio, which is higher than AWSHX's 0.58% expense ratio.

FASMX
Fidelity Asset Manager 50% Fund
AWSHX
American Funds Washington Mutual Investors Fund Class A

Risk-Adjusted Performance

FASMX vs. AWSHX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FASMX
The Risk-Adjusted Performance Rank of FASMX is 5454
Overall Rank
The Sharpe Ratio Rank of FASMX is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of FASMX is 5252
Sortino Ratio Rank
The Omega Ratio Rank of FASMX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of FASMX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of FASMX is 5353
Martin Ratio Rank
AWSHX
The Risk-Adjusted Performance Rank of AWSHX is 3333
Overall Rank
The Sharpe Ratio Rank of AWSHX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of AWSHX is 3232
Sortino Ratio Rank
The Omega Ratio Rank of AWSHX is 3232
Omega Ratio Rank
The Calmar Ratio Rank of AWSHX is 3737
Calmar Ratio Rank
The Martin Ratio Rank of AWSHX is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

No data
No data
No data
No data
No data

Loading data...

Dividends

FASMX vs. AWSHX - Dividend Comparison

FASMX's dividend yield for the trailing twelve months is around 2.41%, less than AWSHX's 10.05% yield.

TTM20242023202220212020201920182017201620152014
FASMX
Fidelity Asset Manager 50% Fund		2.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AWSHX
American Funds Washington Mutual Investors Fund Class A		10.05%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FASMX vs. AWSHX - Drawdown Comparison

The maximum FASMX drawdown since its inception was -0.15%, smaller than the maximum AWSHX drawdown of -0.66%. Use the drawdown chart below to compare losses from any high point for FASMX and AWSHX. For additional features, visit the drawdowns tool.

Loading data...

Volatility

FASMX vs. AWSHX - Volatility Comparison

Loading data...