FASMX vs. FGRIX
Compare and contrast key facts about Fidelity Asset Manager 50% Fund (FASMX) and Fidelity Growth & Income Portfolio (FGRIX).
FASMX is managed by Blackrock. It was launched on Dec 28, 1988. FGRIX is managed by Fidelity. It was launched on Dec 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FASMX or FGRIX.
Correlation
The correlation between FASMX and FGRIX 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
FASMX vs. FGRIX - Performance Comparison
Key characteristics
FASMX:
1.39
FGRIX:
1.52
FASMX:
1.96
FGRIX:
2.09
FASMX:
1.25
FGRIX:
1.29
FASMX:
1.64
FGRIX:
2.49
FASMX:
8.06
FGRIX:
9.43
FASMX:
1.23%
FGRIX:
1.85%
FASMX:
7.14%
FGRIX:
11.50%
FASMX:
-36.82%
FGRIX:
-66.71%
FASMX:
-2.36%
FGRIX:
-4.64%
Returns By Period
In the year-to-date period, FASMX achieves a 9.61% return, which is significantly lower than FGRIX's 17.54% return. Over the past 10 years, FASMX has underperformed FGRIX with an annualized return of 5.58%, while FGRIX has yielded a comparatively higher 9.49% annualized return.
FASMX
9.61%
-0.98%
4.02%
9.32%
5.82%
5.58%
FGRIX
17.54%
-4.49%
3.09%
17.25%
10.22%
9.49%
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FASMX vs. FGRIX - Expense Ratio Comparison
FASMX has a 0.62% expense ratio, which is higher than FGRIX's 0.57% expense ratio.
Risk-Adjusted Performance
FASMX vs. FGRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 50% Fund (FASMX) and Fidelity Growth & Income Portfolio (FGRIX). 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. FGRIX - Dividend Comparison
FASMX's dividend yield for the trailing twelve months is around 2.22%, more than FGRIX's 1.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FASMX Fidelity Asset Manager 50% Fund | 2.22% | 2.18% | 2.35% | 1.52% | 1.24% | 1.79% | 1.93% | 1.41% | 1.55% | 1.93% | 8.91% | 6.96% |
FGRIX Fidelity Growth & Income Portfolio | 1.03% | 1.60% | 1.68% | 2.07% | 1.89% | 1.77% | 2.13% | 1.52% | 1.80% | 2.04% | 1.72% | 1.62% |
Drawdowns
FASMX vs. FGRIX - Drawdown Comparison
The maximum FASMX drawdown since its inception was -36.82%, smaller than the maximum FGRIX drawdown of -66.71%. Use the drawdown chart below to compare losses from any high point for FASMX and FGRIX. For additional features, visit the drawdowns tool.
Volatility
FASMX vs. FGRIX - Volatility Comparison
The current volatility for Fidelity Asset Manager 50% Fund (FASMX) is 2.27%, while Fidelity Growth & Income Portfolio (FGRIX) has a volatility of 3.78%. This indicates that FASMX experiences smaller price fluctuations and is considered to be less risky than FGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.