FEYCX vs. BWBIX
FEYCX (Fidelity Advisor Asset Manager 85% Fund Class C) and BWBIX (Baron WealthBuilder Fund) are both Diversified Portfolio funds. Over the past 5 years, FEYCX returned 7.87%/yr vs 3.22%/yr for BWBIX. Their correlation of 0.88 means they have usually moved in the same direction. FEYCX charges 1.76%/yr vs 0.05%/yr for BWBIX.
Performance
FEYCX vs. BWBIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FEYCX achieves a 11.57% return, which is significantly higher than BWBIX's 0.78% return.
FEYCX
- 1D
- 2.06%
- 1M
- -0.82%
- 6M
- 7.82%
- YTD
- 11.57%
- 1Y
- 23.06%
- 3Y*
- 15.21%
- 5Y*
- 7.87%
- 10Y*
- 10.31%
- ALL TIME*
- 7.54%
BWBIX
- 1D
- -0.64%
- 1M
- -5.41%
- 6M
- 2.24%
- YTD
- 0.78%
- 1Y
- 9.65%
- 3Y*
- 10.86%
- 5Y*
- 3.22%
- 10Y*
- —
- ALL TIME*
- 11.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FEYCX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FEYCX Fidelity Advisor Asset Manager 85% Fund Class C | 11.57% | 19.59% | 11.42% | 17.77% | -19.43% | 15.90% | 18.08% | 24.93% | -11.90% |
BWBIX Baron WealthBuilder Fund | 0.78% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Correlation
The correlation between FEYCX and BWBIX is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (All Time) Calculated using the full available price history since May 21, 2018 | 0.88 |
The correlation between FEYCX and BWBIX shifts across timeframes, from 0.70 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FEYCX vs. BWBIX — Risk / Return Rank
FEYCX
BWBIX
FEYCX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Asset Manager 85% Fund Class C (FEYCX) and Baron WealthBuilder Fund (BWBIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FEYCX | BWBIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.09 | ||
| Sortino ratioReturn per unit of downside risk | +1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.09 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 0.64 | +1.61 |
| Martin ratioReturn relative to average drawdown | 9.47 | 1.96 | +7.51 |
Loading charts...
Drawdowns
FEYCX vs. BWBIX - Drawdown Comparison
The maximum FEYCX drawdown since its inception was -53.39%, which is greater than BWBIX's maximum drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for FEYCX and BWBIX.
Loading charts...
Drawdown Indicators
| FEYCX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.39% | -39.14% | -14.25% |
Max Drawdown (1Y)Largest decline over 1 year | -9.43% | -11.65% | +2.22% |
Max Drawdown (3Y)Largest decline over 3 years | -15.50% | -21.59% | +6.09% |
Max Drawdown (5Y)Largest decline over 5 years | -26.73% | -39.14% | +12.41% |
Max Drawdown (10Y)Largest decline over 10 years | -31.02% | — | — |
Current DrawdownCurrent decline from peak | -1.89% | -5.90% | +4.01% |
Average DrawdownAverage peak-to-trough decline | -7.79% | -11.55% | +3.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 3.79% | -1.55% |
Volatility
FEYCX vs. BWBIX - Volatility Comparison
The current volatility for Fidelity Advisor Asset Manager 85% Fund Class C (FEYCX) is 3.97%, while Baron WealthBuilder Fund (BWBIX) has a volatility of 4.30%. This indicates that FEYCX experiences smaller price fluctuations and is considered to be less risky than BWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FEYCX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.97% | 4.30% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 11.59% | 12.24% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.70% | 16.10% | -2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.88% | 21.31% | -6.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.29% | 23.09% | -7.80% |
FEYCX vs. BWBIX - Expense Ratio Comparison
FEYCX has a 1.76% expense ratio, which is higher than BWBIX's 0.05% expense ratio.
Dividends
FEYCX vs. BWBIX - Dividend Comparison
FEYCX's dividend yield for the trailing twelve months is around 4.23%, less than BWBIX's 7.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWBIX Baron WealthBuilder Fund | 7.55% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
FEYCX Fidelity Advisor Asset Manager 85% Fund Class C | 4.23% | 4.72% | 2.46% | 0.39% | 4.05% | 2.20% | 1.11% | 4.55% | 4.49% | 2.36% | 0.29% | 3.88% |
Frequently Asked Questions
FEYCX and BWBIX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BWBIX has higher volatility (4.30%) compared to FEYCX (3.97%). In terms of maximum drawdown, FEYCX dropped -53.39% vs BWBIX's -39.14%.
FEYCX currently has the higher Sharpe Ratio (1.55 vs 0.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FEYCX and BWBIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer