FASMX vs. VTMFX

In the year-to-date period, FASMX achieves a 1.16% return, which is significantly higher than VTMFX's -1.56% return. Over the past 10 years, FASMX has underperformed VTMFX with an annualized return of 3.48%, while VTMFX has yielded a comparatively higher 7.16% annualized return.

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FASMX has a 0.62% expense ratio, which is higher than VTMFX's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 50% Fund (FASMX) and Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX). 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.

The current FASMX Sharpe Ratio is 0.45, which is comparable to the VTMFX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of FASMX and VTMFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FASMX's dividend yield for the trailing twelve months is around 2.42%, more than VTMFX's 2.22% yield.

The maximum FASMX drawdown since its inception was -36.82%, which is greater than VTMFX's maximum drawdown of -28.49%. Use the drawdown chart below to compare losses from any high point for FASMX and VTMFX. For additional features, visit the drawdowns tool.

Fidelity Asset Manager 50% Fund (FASMX) and Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX) have volatilities of 3.03% and 3.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.