FASMX vs. WFSPX
Compare and contrast key facts about Fidelity Asset Manager 50% Fund (FASMX) and iShares S&P 500 Index Fund (WFSPX).
FASMX is managed by BlackRock. It was launched on Dec 28, 1988. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
FASMX vs. WFSPX - Performance Comparison
Loading graphics...
FASMX vs. WFSPX - 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% |
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, FASMX achieves a -2.02% return, which is significantly higher than WFSPX's -7.06% return. Over the past 10 years, FASMX has underperformed WFSPX with an annualized return of 6.84%, while WFSPX has yielded a comparatively higher 13.63% 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%
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
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. WFSPX - Expense Ratio Comparison
FASMX has a 0.62% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
FASMX vs. WFSPX — Risk / Return Rank
FASMX
WFSPX
FASMX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 50% Fund (FASMX) and iShares S&P 500 Index Fund (WFSPX). 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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.84 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.30 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.06 | +0.65 |
Martin ratioReturn relative to average drawdown | 7.35 | 5.13 | +2.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FASMX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.84 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.68 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.76 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.13 | +0.70 |
Correlation
The correlation between FASMX and WFSPX is 0.92, 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. WFSPX - Dividend Comparison
FASMX's dividend yield for the trailing twelve months is around 7.74%, more than WFSPX's 1.58% 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% |
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
FASMX vs. WFSPX - Drawdown Comparison
The maximum FASMX drawdown since its inception was -37.75%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for FASMX and WFSPX.
Loading graphics...
Drawdown Indicators
| FASMX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.75% | -58.21% | +20.46% |
Max Drawdown (1Y)Largest decline over 1 year | -6.84% | -12.11% | +5.27% |
Max Drawdown (5Y)Largest decline over 5 years | -20.54% | -24.51% | +3.97% |
Max Drawdown (10Y)Largest decline over 10 years | -21.27% | -33.74% | +12.47% |
Current DrawdownCurrent decline from peak | -6.19% | -8.90% | +2.71% |
Average DrawdownAverage peak-to-trough decline | -4.13% | -12.84% | +8.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 2.49% | -0.90% |
Volatility
FASMX vs. WFSPX - Volatility Comparison
The current volatility for Fidelity Asset Manager 50% Fund (FASMX) is 3.59%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 4.24%. This indicates that FASMX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FASMX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 4.24% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 5.90% | 9.08% | -3.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.51% | 18.06% | -8.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.21% | 16.84% | -7.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.24% | 17.98% | -8.74% |