FEYAX vs. FWAFX
Compare and contrast key facts about Fidelity Advisor Asset Manager 85% Fund Class A (FEYAX) and Fidelity Advisor Worldwide Fund Class A (FWAFX).
FEYAX is managed by BlackRock. It was launched on Oct 2, 2006. FWAFX is managed by Fidelity. It was launched on Feb 19, 2009.
Performance
FEYAX vs. FWAFX - Performance Comparison
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FEYAX vs. FWAFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEYAX Fidelity Advisor Asset Manager 85% Fund Class A | -3.78% | 20.45% | 12.32% | 18.67% | -18.82% | 16.79% | 18.99% | 25.83% | -9.46% | 20.98% |
FWAFX Fidelity Advisor Worldwide Fund Class A | -6.91% | 15.83% | 27.27% | 24.62% | -25.96% | 18.13% | 30.57% | 28.58% | -4.80% | 29.15% |
Returns By Period
In the year-to-date period, FEYAX achieves a -3.78% return, which is significantly higher than FWAFX's -6.91% return. Over the past 10 years, FEYAX has underperformed FWAFX with an annualized return of 9.86%, while FWAFX has yielded a comparatively higher 12.14% annualized return.
FEYAX
- 1D
- -0.38%
- 1M
- -8.68%
- YTD
- -3.78%
- 6M
- -0.63%
- 1Y
- 17.46%
- 3Y*
- 13.07%
- 5Y*
- 7.10%
- 10Y*
- 9.86%
FWAFX
- 1D
- -1.26%
- 1M
- -10.40%
- YTD
- -6.91%
- 6M
- -5.51%
- 1Y
- 17.55%
- 3Y*
- 16.98%
- 5Y*
- 7.91%
- 10Y*
- 12.14%
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FEYAX vs. FWAFX - Expense Ratio Comparison
FEYAX has a 1.00% expense ratio, which is lower than FWAFX's 1.29% expense ratio.
Return for Risk
FEYAX vs. FWAFX — Risk / Return Rank
FEYAX
FWAFX
FEYAX vs. FWAFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Asset Manager 85% Fund Class A (FEYAX) and Fidelity Advisor Worldwide Fund Class A (FWAFX). 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.
| FEYAX | FWAFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.85 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.27 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.25 | +0.20 |
Martin ratioReturn relative to average drawdown | 6.46 | 4.88 | +1.58 |
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
| FEYAX | FWAFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.85 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.43 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.65 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.69 | -0.24 |
Correlation
The correlation between FEYAX and FWAFX 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
FEYAX vs. FWAFX - Dividend Comparison
FEYAX's dividend yield for the trailing twelve months is around 5.56%, less than FWAFX's 12.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEYAX Fidelity Advisor Asset Manager 85% Fund Class A | 5.56% | 5.35% | 3.19% | 1.10% | 4.85% | 2.95% | 1.75% | 5.30% | 5.34% | 2.33% | 0.29% | 4.55% |
FWAFX Fidelity Advisor Worldwide Fund Class A | 12.43% | 11.57% | 14.70% | 0.66% | 6.00% | 12.73% | 8.01% | 4.71% | 9.43% | 6.66% | 0.88% | 3.72% |
Drawdowns
FEYAX vs. FWAFX - Drawdown Comparison
The maximum FEYAX drawdown since its inception was -52.90%, which is greater than FWAFX's maximum drawdown of -33.90%. Use the drawdown chart below to compare losses from any high point for FEYAX and FWAFX.
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Drawdown Indicators
| FEYAX | FWAFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.90% | -33.90% | -19.00% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -11.77% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -26.20% | -33.90% | +7.70% |
Max Drawdown (10Y)Largest decline over 10 years | -31.01% | -33.90% | +2.89% |
Current DrawdownCurrent decline from peak | -9.37% | -11.77% | +2.40% |
Average DrawdownAverage peak-to-trough decline | -7.34% | -6.24% | -1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 3.01% | -0.60% |
Volatility
FEYAX vs. FWAFX - Volatility Comparison
The current volatility for Fidelity Advisor Asset Manager 85% Fund Class A (FEYAX) is 5.38%, while Fidelity Advisor Worldwide Fund Class A (FWAFX) has a volatility of 6.83%. This indicates that FEYAX experiences smaller price fluctuations and is considered to be less risky than FWAFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEYAX | FWAFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.38% | 6.83% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.25% | 12.89% | -3.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.40% | 19.93% | -4.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.50% | 18.66% | -4.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.17% | 18.62% | -3.45% |