Correlation
The correlation between FEYAX and FXAIX is 0.95, 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.
FEYAX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Asset Manager 85% Fund Class A (FEYAX) and Fidelity 500 Index Fund (FXAIX).
FEYAX is managed by Blackrock. It was launched on Oct 2, 2006. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEYAX or FXAIX.
Performance
FEYAX vs. FXAIX - Performance Comparison
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Key characteristics
FEYAX:
0.67
FXAIX:
0.75
FEYAX:
0.90
FXAIX:
1.07
FEYAX:
1.13
FXAIX:
1.15
FEYAX:
0.59
FXAIX:
0.72
FEYAX:
2.46
FXAIX:
2.73
FEYAX:
3.69%
FXAIX:
4.85%
FEYAX:
15.88%
FXAIX:
19.78%
FEYAX:
-52.88%
FXAIX:
-33.79%
FEYAX:
-0.87%
FXAIX:
-3.14%
Returns By Period
In the year-to-date period, FEYAX achieves a 4.25% return, which is significantly higher than FXAIX's 1.34% return. Over the past 10 years, FEYAX has underperformed FXAIX with an annualized return of 8.11%, while FXAIX has yielded a comparatively higher 12.68% annualized return.
FEYAX
4.25%
5.18%
0.97%
10.51%
9.41%
10.68%
8.11%
FXAIX
1.34%
6.29%
-1.07%
14.76%
14.51%
16.00%
12.68%
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FEYAX vs. FXAIX - Expense Ratio Comparison
FEYAX has a 1.00% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FEYAX vs. FXAIX — Risk-Adjusted Performance Rank
FEYAX
FXAIX
FEYAX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Asset Manager 85% Fund Class A (FEYAX) and Fidelity 500 Index Fund (FXAIX). 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.
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Dividends
FEYAX vs. FXAIX - Dividend Comparison
FEYAX's dividend yield for the trailing twelve months is around 3.06%, more than FXAIX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEYAX Fidelity Advisor Asset Manager 85% Fund Class A | 3.06% | 3.19% | 1.10% | 4.85% | 2.95% | 1.75% | 5.30% | 5.34% | 3.03% | 1.05% | 4.55% | 9.76% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
FEYAX vs. FXAIX - Drawdown Comparison
The maximum FEYAX drawdown since its inception was -52.88%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FEYAX and FXAIX.
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Volatility
FEYAX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor Asset Manager 85% Fund Class A (FEYAX) is 3.25%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.77%. This indicates that FEYAX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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