FSANX vs. VEA
Compare and contrast key facts about Fidelity Asset Manager 60% Fund (FSANX) and Vanguard FTSE Developed Markets ETF (VEA).
FSANX is managed by Blackrock. It was launched on Oct 9, 2007. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSANX or VEA.
Correlation
The correlation between FSANX and VEA is 0.83, 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
FSANX vs. VEA - Performance Comparison
Key characteristics
FSANX:
0.43
VEA:
0.59
FSANX:
0.70
VEA:
1.00
FSANX:
1.10
VEA:
1.13
FSANX:
0.43
VEA:
0.80
FSANX:
1.65
VEA:
2.42
FSANX:
3.09%
VEA:
4.45%
FSANX:
11.49%
VEA:
17.24%
FSANX:
-41.36%
VEA:
-60.69%
FSANX:
-3.76%
VEA:
-0.06%
Returns By Period
In the year-to-date period, FSANX achieves a 1.10% return, which is significantly lower than VEA's 12.77% return. Over the past 10 years, FSANX has underperformed VEA with an annualized return of 4.81%, while VEA has yielded a comparatively higher 5.73% annualized return.
FSANX
1.10%
4.12%
-2.23%
4.89%
6.92%
4.81%
VEA
12.77%
9.42%
8.93%
10.05%
11.73%
5.73%
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FSANX vs. VEA - Expense Ratio Comparison
FSANX has a 0.68% expense ratio, which is higher than VEA's 0.05% expense ratio.
Risk-Adjusted Performance
FSANX vs. VEA — Risk-Adjusted Performance Rank
FSANX
VEA
FSANX vs. VEA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 60% Fund (FSANX) and Vanguard FTSE Developed Markets ETF (VEA). 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
FSANX vs. VEA - Dividend Comparison
FSANX's dividend yield for the trailing twelve months is around 3.24%, more than VEA's 2.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | 3.24% | 3.28% | 1.93% | 4.44% | 2.52% | 1.89% | 4.14% | 4.43% | 2.95% | 1.58% | 1.78% | 7.81% |
VEA Vanguard FTSE Developed Markets ETF | 2.91% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
Drawdowns
FSANX vs. VEA - Drawdown Comparison
The maximum FSANX drawdown since its inception was -41.36%, smaller than the maximum VEA drawdown of -60.69%. Use the drawdown chart below to compare losses from any high point for FSANX and VEA. For additional features, visit the drawdowns tool.
Volatility
FSANX vs. VEA - Volatility Comparison
The current volatility for Fidelity Asset Manager 60% Fund (FSANX) is 3.49%, while Vanguard FTSE Developed Markets ETF (VEA) has a volatility of 4.68%. This indicates that FSANX experiences smaller price fluctuations and is considered to be less risky than VEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.