FFANX vs. FXAIX
Compare and contrast key facts about Fidelity Asset Manager 40% Fund (FFANX) and Fidelity 500 Index Fund (FXAIX).
FFANX is managed by Blackrock. It was launched on Oct 9, 2007. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFANX or FXAIX.
Correlation
The correlation between FFANX and FXAIX is 0.88, 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.
Performance
FFANX vs. FXAIX - Performance Comparison
Key characteristics
FFANX:
1.43
FXAIX:
2.20
FFANX:
2.03
FXAIX:
2.93
FFANX:
1.26
FXAIX:
1.41
FFANX:
0.96
FXAIX:
3.26
FFANX:
8.44
FXAIX:
14.39
FFANX:
1.05%
FXAIX:
1.91%
FFANX:
6.21%
FXAIX:
12.50%
FFANX:
-31.68%
FXAIX:
-33.79%
FFANX:
-2.60%
FXAIX:
-2.91%
Returns By Period
In the year-to-date period, FFANX achieves a 7.82% return, which is significantly lower than FXAIX's 25.57% return. Over the past 10 years, FFANX has underperformed FXAIX with an annualized return of 3.96%, while FXAIX has yielded a comparatively higher 12.86% annualized return.
FFANX
7.82%
-0.30%
3.33%
8.37%
3.53%
3.96%
FXAIX
25.57%
0.00%
8.86%
26.21%
14.72%
12.86%
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FFANX vs. FXAIX - Expense Ratio Comparison
FFANX has a 0.52% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FFANX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 40% Fund (FFANX) 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.
Dividends
FFANX vs. FXAIX - Dividend Comparison
FFANX's dividend yield for the trailing twelve months is around 2.58%, more than FXAIX's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFANX Fidelity Asset Manager 40% Fund | 2.58% | 2.49% | 2.48% | 1.55% | 1.35% | 1.95% | 2.09% | 1.48% | 1.66% | 1.93% | 4.87% | 4.36% |
FXAIX Fidelity 500 Index Fund | 0.88% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FFANX vs. FXAIX - Drawdown Comparison
The maximum FFANX drawdown since its inception was -31.68%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FFANX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FFANX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Asset Manager 40% Fund (FFANX) is 2.04%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.70%. This indicates that FFANX 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.