FSANX vs. FSKAX
Compare and contrast key facts about Fidelity Asset Manager 60% Fund (FSANX) and Fidelity Total Market Index Fund (FSKAX).
FSANX is managed by BlackRock. It was launched on Oct 9, 2007. FSKAX is managed by Fidelity.
Performance
FSANX vs. FSKAX - Performance Comparison
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FSANX vs. FSKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | -2.58% | 16.61% | 9.48% | 14.81% | -16.25% | 11.85% | 16.15% | 20.64% | -6.60% | 15.04% |
FSKAX Fidelity Total Market Index Fund | -6.77% | 17.06% | 23.89% | 26.12% | -19.53% | 25.66% | 20.79% | 30.92% | -5.32% | 20.85% |
Returns By Period
In the year-to-date period, FSANX achieves a -2.58% return, which is significantly higher than FSKAX's -6.77% return. Over the past 10 years, FSANX has underperformed FSKAX with an annualized return of 7.73%, while FSKAX has yielded a comparatively higher 13.23% annualized return.
FSANX
- 1D
- -0.18%
- 1M
- -6.68%
- YTD
- -2.58%
- 6M
- 0.04%
- 1Y
- 13.90%
- 3Y*
- 10.57%
- 5Y*
- 5.55%
- 10Y*
- 7.73%
FSKAX
- 1D
- -0.47%
- 1M
- -7.69%
- YTD
- -6.77%
- 6M
- -4.56%
- 1Y
- 14.73%
- 3Y*
- 16.72%
- 5Y*
- 10.13%
- 10Y*
- 13.23%
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FSANX vs. FSKAX - Expense Ratio Comparison
FSANX has a 0.68% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Return for Risk
FSANX vs. FSKAX — Risk / Return Rank
FSANX
FSKAX
FSANX vs. FSKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 60% Fund (FSANX) and Fidelity Total Market Index Fund (FSKAX). 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.
| FSANX | FSKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.83 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.29 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.04 | +0.57 |
Martin ratioReturn relative to average drawdown | 7.03 | 5.05 | +1.98 |
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
| FSANX | FSKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.83 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.59 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.72 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.78 | -0.28 |
Correlation
The correlation between FSANX and FSKAX is 0.94, 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
FSANX vs. FSKAX - Dividend Comparison
FSANX's dividend yield for the trailing twelve months is around 6.00%, more than FSKAX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | 6.00% | 5.84% | 3.28% | 1.93% | 4.44% | 2.52% | 1.89% | 4.14% | 4.43% | 1.78% | 0.20% | 4.12% |
FSKAX Fidelity Total Market Index Fund | 1.09% | 1.01% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.07% | 2.43% | 0.82% |
Drawdowns
FSANX vs. FSKAX - Drawdown Comparison
The maximum FSANX drawdown since its inception was -41.49%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for FSANX and FSKAX.
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Drawdown Indicators
| FSANX | FSKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.49% | -35.01% | -6.48% |
Max Drawdown (1Y)Largest decline over 1 year | -7.96% | -12.42% | +4.46% |
Max Drawdown (5Y)Largest decline over 5 years | -22.39% | -25.39% | +3.00% |
Max Drawdown (10Y)Largest decline over 10 years | -24.42% | -35.01% | +10.59% |
Current DrawdownCurrent decline from peak | -7.09% | -8.92% | +1.83% |
Average DrawdownAverage peak-to-trough decline | -5.48% | -4.05% | -1.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 2.57% | -0.75% |
Volatility
FSANX vs. FSKAX - Volatility Comparison
The current volatility for Fidelity Asset Manager 60% Fund (FSANX) is 4.13%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.42%. This indicates that FSANX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSANX | FSKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 4.42% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 6.87% | 9.40% | -2.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.14% | 18.50% | -7.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.69% | 17.38% | -6.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.89% | 18.42% | -7.53% |