Correlation
The correlation between FEYTX and FAMRX 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.
FEYTX vs. FAMRX
Compare and contrast key facts about Fidelity Advisor Asset Manager 85% Fund Class M (FEYTX) and Fidelity Asset Manager 85% Fund (FAMRX).
FEYTX is managed by Blackrock. It was launched on Oct 2, 2006. FAMRX is managed by Blackrock. It was launched on Sep 24, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEYTX or FAMRX.
Performance
FEYTX vs. FAMRX - Performance Comparison
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Key characteristics
FEYTX:
0.65
FAMRX:
0.69
FEYTX:
0.87
FAMRX:
0.93
FEYTX:
1.12
FAMRX:
1.13
FEYTX:
0.57
FAMRX:
0.61
FEYTX:
2.37
FAMRX:
2.56
FEYTX:
3.71%
FAMRX:
3.67%
FEYTX:
15.90%
FAMRX:
15.87%
FEYTX:
-53.04%
FAMRX:
-58.12%
FEYTX:
-0.95%
FAMRX:
-0.76%
Returns By Period
In the year-to-date period, FEYTX achieves a 4.17% return, which is significantly lower than FAMRX's 4.43% return. Over the past 10 years, FEYTX has underperformed FAMRX with an annualized return of 7.84%, while FAMRX has yielded a comparatively higher 8.43% annualized return.
FEYTX
4.17%
4.73%
0.85%
9.56%
9.12%
10.41%
7.84%
FAMRX
4.43%
4.78%
1.13%
10.15%
9.71%
11.01%
8.43%
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FEYTX vs. FAMRX - Expense Ratio Comparison
FEYTX has a 1.25% expense ratio, which is higher than FAMRX's 0.70% expense ratio.
Risk-Adjusted Performance
FEYTX vs. FAMRX — Risk-Adjusted Performance Rank
FEYTX
FAMRX
FEYTX vs. FAMRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Asset Manager 85% Fund Class M (FEYTX) and Fidelity Asset Manager 85% Fund (FAMRX). 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
FEYTX vs. FAMRX - Dividend Comparison
FEYTX's dividend yield for the trailing twelve months is around 2.82%, less than FAMRX's 3.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEYTX Fidelity Advisor Asset Manager 85% Fund Class M | 2.82% | 2.94% | 0.86% | 4.56% | 2.73% | 1.56% | 5.12% | 5.08% | 2.81% | 0.70% | 4.29% | 9.59% |
FAMRX Fidelity Asset Manager 85% Fund | 3.29% | 3.44% | 1.33% | 5.07% | 3.15% | 1.99% | 5.52% | 5.62% | 3.29% | 1.33% | 4.83% | 10.05% |
Drawdowns
FEYTX vs. FAMRX - Drawdown Comparison
The maximum FEYTX drawdown since its inception was -53.04%, smaller than the maximum FAMRX drawdown of -58.12%. Use the drawdown chart below to compare losses from any high point for FEYTX and FAMRX.
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Volatility
FEYTX vs. FAMRX - Volatility Comparison
Fidelity Advisor Asset Manager 85% Fund Class M (FEYTX) and Fidelity Asset Manager 85% Fund (FAMRX) have volatilities of 3.26% and 3.19%, 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.
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