FFNAX vs. AMRMX
Compare and contrast key facts about Fidelity Advisor Asset Manager 40% Fund Class A (FFNAX) and American Funds American Mutual Fund Class A (AMRMX).
FFNAX is managed by BlackRock. It was launched on Oct 9, 2007. AMRMX is managed by American Funds. It was launched on Feb 21, 1950.
Performance
FFNAX vs. AMRMX - Performance Comparison
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FFNAX vs. AMRMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFNAX Fidelity Advisor Asset Manager 40% Fund Class A | -0.14% | 12.83% | 7.02% | 11.27% | -13.89% | 7.72% | 12.74% | 15.56% | -4.46% | 10.98% |
AMRMX American Funds American Mutual Fund Class A | -1.34% | 16.08% | 14.93% | 9.43% | -4.49% | 24.99% | 4.52% | 21.53% | -2.25% | 17.53% |
Returns By Period
In the year-to-date period, FFNAX achieves a -0.14% return, which is significantly higher than AMRMX's -1.34% return. Over the past 10 years, FFNAX has underperformed AMRMX with an annualized return of 5.99%, while AMRMX has yielded a comparatively higher 10.65% annualized return.
FFNAX
- 1D
- 1.44%
- 1M
- -3.23%
- YTD
- -0.14%
- 6M
- 1.69%
- 1Y
- 11.89%
- 3Y*
- 8.73%
- 5Y*
- 4.16%
- 10Y*
- 5.99%
AMRMX
- 1D
- 1.86%
- 1M
- -6.04%
- YTD
- -1.34%
- 6M
- -0.16%
- 1Y
- 11.67%
- 3Y*
- 12.66%
- 5Y*
- 9.60%
- 10Y*
- 10.65%
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FFNAX vs. AMRMX - Expense Ratio Comparison
FFNAX has a 0.83% expense ratio, which is higher than AMRMX's 0.58% expense ratio.
Return for Risk
FFNAX vs. AMRMX — Risk / Return Rank
FFNAX
AMRMX
FFNAX vs. AMRMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Asset Manager 40% Fund Class A (FFNAX) and American Funds American Mutual Fund Class A (AMRMX). 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.
| FFNAX | AMRMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.54 | 0.86 | +0.69 |
Sortino ratioReturn per unit of downside risk | 2.18 | 1.28 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.19 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.17 | 1.25 | +0.92 |
Martin ratioReturn relative to average drawdown | 8.95 | 5.35 | +3.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FFNAX | AMRMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | 0.86 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.77 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.76 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.70 | -0.10 |
Correlation
The correlation between FFNAX and AMRMX is 0.86, 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.
Dividends
FFNAX vs. AMRMX - Dividend Comparison
FFNAX's dividend yield for the trailing twelve months is around 3.69%, less than AMRMX's 7.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFNAX Fidelity Advisor Asset Manager 40% Fund Class A | 3.69% | 3.69% | 2.54% | 2.20% | 5.40% | 2.06% | 2.08% | 3.37% | 4.21% | 2.32% | 1.21% | 2.88% |
AMRMX American Funds American Mutual Fund Class A | 7.68% | 7.55% | 6.27% | 3.75% | 4.88% | 4.65% | 1.74% | 4.60% | 6.44% | 5.96% | 4.83% | 6.54% |
Drawdowns
FFNAX vs. AMRMX - Drawdown Comparison
The maximum FFNAX drawdown since its inception was -31.88%, smaller than the maximum AMRMX drawdown of -48.75%. Use the drawdown chart below to compare losses from any high point for FFNAX and AMRMX.
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Drawdown Indicators
| FFNAX | AMRMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -48.75% | +16.87% |
Max Drawdown (1Y)Largest decline over 1 year | -5.65% | -10.24% | +4.59% |
Max Drawdown (5Y)Largest decline over 5 years | -18.77% | -15.31% | -3.46% |
Max Drawdown (10Y)Largest decline over 10 years | -18.77% | -29.81% | +11.04% |
Current DrawdownCurrent decline from peak | -3.83% | -6.21% | +2.38% |
Average DrawdownAverage peak-to-trough decline | -3.98% | -4.98% | +1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.37% | 2.38% | -1.01% |
Volatility
FFNAX vs. AMRMX - Volatility Comparison
The current volatility for Fidelity Advisor Asset Manager 40% Fund Class A (FFNAX) is 3.43%, while American Funds American Mutual Fund Class A (AMRMX) has a volatility of 4.03%. This indicates that FFNAX experiences smaller price fluctuations and is considered to be less risky than AMRMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFNAX | AMRMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.43% | 4.03% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 5.09% | 7.55% | -2.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.96% | 13.90% | -5.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.79% | 12.50% | -4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.63% | 14.11% | -6.48% |