Correlation
The correlation between FSANX and VWELX is 0.93, 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.
FSANX vs. VWELX
Compare and contrast key facts about Fidelity Asset Manager 60% Fund (FSANX) and Vanguard Wellington Fund Investor Shares (VWELX).
FSANX is managed by Blackrock. It was launched on Oct 9, 2007. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSANX or VWELX.
Performance
FSANX vs. VWELX - Performance Comparison
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Key characteristics
FSANX:
0.82
VWELX:
0.93
FSANX:
1.08
VWELX:
1.26
FSANX:
1.15
VWELX:
1.18
FSANX:
0.75
VWELX:
0.90
FSANX:
3.16
VWELX:
3.60
FSANX:
2.60%
VWELX:
2.99%
FSANX:
11.47%
VWELX:
12.81%
FSANX:
-41.36%
VWELX:
-36.12%
FSANX:
-0.19%
VWELX:
-0.87%
Returns By Period
In the year-to-date period, FSANX achieves a 3.74% return, which is significantly higher than VWELX's 2.63% return. Over the past 10 years, FSANX has underperformed VWELX with an annualized return of 6.59%, while VWELX has yielded a comparatively higher 8.46% annualized return.
FSANX
3.74%
3.54%
0.93%
9.31%
7.38%
7.88%
6.59%
VWELX
2.63%
4.25%
0.67%
11.85%
9.07%
9.64%
8.46%
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FSANX vs. VWELX - Expense Ratio Comparison
FSANX has a 0.68% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
FSANX vs. VWELX — Risk-Adjusted Performance Rank
FSANX
VWELX
FSANX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 60% Fund (FSANX) and Vanguard Wellington Fund Investor Shares (VWELX). 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.
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Dividends
FSANX vs. VWELX - Dividend Comparison
FSANX's dividend yield for the trailing twelve months is around 3.16%, less than VWELX's 10.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | 3.16% | 3.28% | 1.93% | 4.44% | 2.52% | 1.89% | 4.14% | 4.43% | 2.95% | 1.58% | 4.12% | 6.41% |
VWELX Vanguard Wellington Fund Investor Shares | 10.58% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 6.47% | 4.44% | 7.03% | 6.39% |
Drawdowns
FSANX vs. VWELX - Drawdown Comparison
The maximum FSANX drawdown since its inception was -41.36%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for FSANX and VWELX.
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Volatility
FSANX vs. VWELX - Volatility Comparison
The current volatility for Fidelity Asset Manager 60% Fund (FSANX) is 2.30%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 2.92%. This indicates that FSANX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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