FFANX vs. VWINX
Compare and contrast key facts about Fidelity Asset Manager 40% Fund (FFANX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
FFANX is managed by Blackrock. It was launched on Oct 9, 2007. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFANX or VWINX.
Correlation
The correlation between FFANX and VWINX is 0.82, 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. VWINX - Performance Comparison
Key characteristics
FFANX:
1.43
VWINX:
0.35
FFANX:
2.03
VWINX:
0.45
FFANX:
1.26
VWINX:
1.08
FFANX:
0.96
VWINX:
0.24
FFANX:
8.44
VWINX:
2.00
FFANX:
1.05%
VWINX:
1.32%
FFANX:
6.21%
VWINX:
7.56%
FFANX:
-31.68%
VWINX:
-24.01%
FFANX:
-2.60%
VWINX:
-7.44%
Returns By Period
In the year-to-date period, FFANX achieves a 7.82% return, which is significantly higher than VWINX's 1.78% return. Over the past 10 years, FFANX has outperformed VWINX with an annualized return of 3.96%, while VWINX has yielded a comparatively lower 2.86% annualized return.
FFANX
7.82%
-0.30%
3.33%
8.37%
3.53%
3.96%
VWINX
1.78%
-5.32%
-0.70%
2.31%
1.40%
2.86%
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FFANX vs. VWINX - Expense Ratio Comparison
FFANX has a 0.52% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Risk-Adjusted Performance
FFANX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 40% Fund (FFANX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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. VWINX - Dividend Comparison
FFANX's dividend yield for the trailing twelve months is around 2.58%, less than VWINX's 2.78% 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% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 2.78% | 5.71% | 3.17% | 2.48% | 2.65% | 2.90% | 3.30% | 2.85% | 2.94% | 3.11% | 3.16% | 3.05% |
Drawdowns
FFANX vs. VWINX - Drawdown Comparison
The maximum FFANX drawdown since its inception was -31.68%, which is greater than VWINX's maximum drawdown of -24.01%. Use the drawdown chart below to compare losses from any high point for FFANX and VWINX. For additional features, visit the drawdowns tool.
Volatility
FFANX vs. VWINX - Volatility Comparison
The current volatility for Fidelity Asset Manager 40% Fund (FFANX) is 2.04%, while Vanguard Wellesley Income Fund Investor Shares (VWINX) has a volatility of 5.45%. This indicates that FFANX experiences smaller price fluctuations and is considered to be less risky than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.