FFANX vs. BANX
Compare and contrast key facts about Fidelity Asset Manager 40% Fund (FFANX) and StoneCastle Financial Corp. (BANX).
FFANX is managed by Blackrock. It was launched on Oct 9, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFANX or BANX.
Correlation
The correlation between FFANX and BANX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FFANX vs. BANX - Performance Comparison
Key characteristics
FFANX:
1.55
BANX:
1.92
FFANX:
2.19
BANX:
2.88
FFANX:
1.28
BANX:
1.36
FFANX:
1.07
BANX:
4.64
FFANX:
7.68
BANX:
12.67
FFANX:
1.26%
BANX:
2.27%
FFANX:
6.27%
BANX:
14.96%
FFANX:
-29.57%
BANX:
-55.06%
FFANX:
-2.18%
BANX:
-0.14%
Returns By Period
The year-to-date returns for both investments are quite close, with FFANX having a 0.93% return and BANX slightly higher at 0.94%. Over the past 10 years, FFANX has underperformed BANX with an annualized return of 4.13%, while BANX has yielded a comparatively higher 8.87% annualized return.
FFANX
0.93%
0.82%
2.87%
8.99%
3.62%
4.13%
BANX
0.94%
5.20%
15.35%
29.63%
8.66%
8.87%
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Risk-Adjusted Performance
FFANX vs. BANX — Risk-Adjusted Performance Rank
FFANX
BANX
FFANX vs. BANX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 40% Fund (FFANX) and StoneCastle Financial Corp. (BANX). 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.
Dividends
FFANX vs. BANX - Dividend Comparison
FFANX's dividend yield for the trailing twelve months is around 2.68%, less than BANX's 9.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFANX Fidelity Asset Manager 40% Fund | 2.68% | 2.70% | 2.49% | 2.48% | 1.55% | 1.35% | 1.95% | 2.09% | 1.48% | 1.66% | 3.28% | 6.10% |
BANX StoneCastle Financial Corp. | 9.44% | 9.53% | 12.11% | 9.74% | 7.37% | 8.16% | 6.82% | 8.60% | 7.45% | 7.81% | 9.26% | 12.84% |
Drawdowns
FFANX vs. BANX - Drawdown Comparison
The maximum FFANX drawdown since its inception was -29.57%, smaller than the maximum BANX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for FFANX and BANX. For additional features, visit the drawdowns tool.
Volatility
FFANX vs. BANX - Volatility Comparison
The current volatility for Fidelity Asset Manager 40% Fund (FFANX) is 2.39%, while StoneCastle Financial Corp. (BANX) has a volatility of 5.04%. This indicates that FFANX experiences smaller price fluctuations and is considered to be less risky than BANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.