FASMX vs. OGIAX
Compare and contrast key facts about Fidelity Asset Manager 50% Fund (FASMX) and JPMorgan Investor Balanced A (OGIAX).
FASMX is managed by BlackRock. It was launched on Dec 28, 1988. OGIAX is managed by JPMorgan. It was launched on Feb 5, 1998.
Performance
FASMX vs. OGIAX - Performance Comparison
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FASMX vs. OGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FASMX Fidelity Asset Manager 50% Fund | -2.02% | 14.94% | 8.46% | 13.09% | -14.93% | 9.86% | 14.72% | 18.25% | -5.51% | 11.73% |
OGIAX JPMorgan Investor Balanced A | -3.06% | 12.46% | 9.00% | 14.74% | -13.87% | 11.73% | 13.91% | 22.60% | -5.01% | 13.03% |
Returns By Period
In the year-to-date period, FASMX achieves a -2.02% return, which is significantly higher than OGIAX's -3.06% return. Over the past 10 years, FASMX has underperformed OGIAX with an annualized return of 6.84%, while OGIAX has yielded a comparatively higher 7.60% annualized return.
FASMX
- 1D
- -0.09%
- 1M
- -5.86%
- YTD
- -2.02%
- 6M
- 0.38%
- 1Y
- 12.51%
- 3Y*
- 9.57%
- 5Y*
- 4.94%
- 10Y*
- 6.84%
OGIAX
- 1D
- 0.06%
- 1M
- -5.34%
- YTD
- -3.06%
- 6M
- -1.59%
- 1Y
- 8.84%
- 3Y*
- 9.24%
- 5Y*
- 5.02%
- 10Y*
- 7.60%
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FASMX vs. OGIAX - Expense Ratio Comparison
FASMX has a 0.62% expense ratio, which is lower than OGIAX's 0.97% expense ratio.
Return for Risk
FASMX vs. OGIAX — Risk / Return Rank
FASMX
OGIAX
FASMX vs. OGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 50% Fund (FASMX) and JPMorgan Investor Balanced A (OGIAX). 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 | OGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.03 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.49 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.22 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.29 | +0.42 |
Martin ratioReturn relative to average drawdown | 7.35 | 5.58 | +1.77 |
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 | OGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.03 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.57 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.82 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.72 | +0.11 |
Correlation
The correlation between FASMX and OGIAX is 0.96, 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. OGIAX - Dividend Comparison
FASMX's dividend yield for the trailing twelve months is around 7.74%, more than OGIAX's 5.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FASMX Fidelity Asset Manager 50% Fund | 7.74% | 7.58% | 3.88% | 2.18% | 6.78% | 2.91% | 2.40% | 4.21% | 5.11% | 2.24% | 1.69% | 5.77% |
OGIAX JPMorgan Investor Balanced A | 5.59% | 5.87% | 5.76% | 3.28% | 6.82% | 5.11% | 5.99% | 11.18% | 7.63% | 6.70% | 3.56% | 4.94% |
Drawdowns
FASMX vs. OGIAX - Drawdown Comparison
The maximum FASMX drawdown since its inception was -37.75%, which is greater than OGIAX's maximum drawdown of -29.75%. Use the drawdown chart below to compare losses from any high point for FASMX and OGIAX.
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Drawdown Indicators
| FASMX | OGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.75% | -29.75% | -8.00% |
Max Drawdown (1Y)Largest decline over 1 year | -6.84% | -6.42% | -0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -20.54% | -18.78% | -1.76% |
Max Drawdown (10Y)Largest decline over 10 years | -21.27% | -21.07% | -0.20% |
Current DrawdownCurrent decline from peak | -6.19% | -5.56% | -0.63% |
Average DrawdownAverage peak-to-trough decline | -4.13% | -3.59% | -0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 1.49% | +0.10% |
Volatility
FASMX vs. OGIAX - Volatility Comparison
Fidelity Asset Manager 50% Fund (FASMX) has a higher volatility of 3.59% compared to JPMorgan Investor Balanced A (OGIAX) at 2.88%. This indicates that FASMX's price experiences larger fluctuations and is considered to be riskier than OGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FASMX | OGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 2.88% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 5.90% | 4.99% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.51% | 8.79% | +0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.21% | 8.91% | +0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.24% | 9.28% | -0.04% |