FASMX vs. FSKAX
Compare and contrast key facts about Fidelity Asset Manager 50% Fund (FASMX) and Fidelity Total Market Index Fund (FSKAX).
FASMX is managed by BlackRock. It was launched on Dec 28, 1988. FSKAX is managed by Fidelity.
Performance
FASMX vs. FSKAX - Performance Comparison
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FASMX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FASMX Fidelity Asset Manager 50% Fund | -0.27% | 14.94% | 8.46% | 13.09% | -14.93% | 9.86% | 14.72% | 18.25% | -5.51% | 11.73% |
FSKAX Fidelity Total Market Index Fund | -3.98% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, FASMX achieves a -0.27% return, which is significantly higher than FSKAX's -3.98% return. Over the past 10 years, FASMX has underperformed FSKAX with an annualized return of 7.03%, while FSKAX has yielded a comparatively higher 13.56% annualized return.
FASMX
- 1D
- 1.78%
- 1M
- -3.76%
- YTD
- -0.27%
- 6M
- 1.85%
- 1Y
- 14.06%
- 3Y*
- 10.21%
- 5Y*
- 5.12%
- 10Y*
- 7.03%
FSKAX
- 1D
- 2.99%
- 1M
- -5.06%
- YTD
- -3.98%
- 6M
- -2.04%
- 1Y
- 17.68%
- 3Y*
- 17.87%
- 5Y*
- 10.50%
- 10Y*
- 13.56%
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FASMX vs. FSKAX - Expense Ratio Comparison
FASMX has a 0.62% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FASMX vs. FSKAX — Risk / Return Rank
FASMX
FSKAX
FASMX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 50% Fund (FASMX) and Fidelity Total Market Index Fund (FSKAX). 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.
| FASMX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 0.98 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.15 | 1.49 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.50 | +0.62 |
Martin ratioReturn relative to average drawdown | 8.98 | 7.20 | +1.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FASMX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.98 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.61 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.74 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.79 | +0.04 |
Correlation
The correlation between FASMX and FSKAX is 0.93, 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.
Dividends
FASMX vs. FSKAX - Dividend Comparison
FASMX's dividend yield for the trailing twelve months is around 7.60%, more than FSKAX's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FASMX Fidelity Asset Manager 50% Fund | 7.60% | 7.58% | 3.88% | 2.18% | 6.78% | 2.91% | 2.40% | 4.21% | 5.11% | 2.24% | 1.69% | 5.77% |
FSKAX Fidelity Total Market Index Fund | 1.06% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FASMX vs. FSKAX - Drawdown Comparison
The maximum FASMX drawdown since its inception was -37.75%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FASMX and FSKAX.
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Drawdown Indicators
| FASMX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.75% | -35.01% | -2.74% |
Max Drawdown (1Y)Largest decline over 1 year | -6.84% | -12.42% | +5.58% |
Max Drawdown (5Y)Largest decline over 5 years | -20.54% | -25.39% | +4.85% |
Max Drawdown (10Y)Largest decline over 10 years | -21.27% | -35.01% | +13.74% |
Current DrawdownCurrent decline from peak | -4.52% | -6.20% | +1.68% |
Average DrawdownAverage peak-to-trough decline | -4.13% | -4.05% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 2.60% | -0.98% |
Volatility
FASMX vs. FSKAX - Volatility Comparison
The current volatility for Fidelity Asset Manager 50% Fund (FASMX) is 4.12%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 5.52%. This indicates that FASMX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FASMX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 5.52% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 6.15% | 9.85% | -3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.64% | 18.69% | -9.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.24% | 17.42% | -8.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.25% | 18.44% | -9.19% |