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FSCNX vs. VEIRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FSCNX and VEIRX is 0.85, 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.


-0.50.00.51.00.9

Performance

FSCNX vs. VEIRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Asset Manager 60% Fund Class C (FSCNX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
3.00%
2.25%
FSCNX
VEIRX

Key characteristics

Sharpe Ratio

FSCNX:

1.07

VEIRX:

0.92

Sortino Ratio

FSCNX:

1.50

VEIRX:

1.14

Omega Ratio

FSCNX:

1.19

VEIRX:

1.21

Calmar Ratio

FSCNX:

0.92

VEIRX:

1.02

Martin Ratio

FSCNX:

4.89

VEIRX:

3.23

Ulcer Index

FSCNX:

1.87%

VEIRX:

3.92%

Daily Std Dev

FSCNX:

8.47%

VEIRX:

13.76%

Max Drawdown

FSCNX:

-42.17%

VEIRX:

-56.75%

Current Drawdown

FSCNX:

-1.66%

VEIRX:

-6.37%

Returns By Period

In the year-to-date period, FSCNX achieves a 3.35% return, which is significantly lower than VEIRX's 5.15% return. Over the past 10 years, FSCNX has underperformed VEIRX with an annualized return of 4.07%, while VEIRX has yielded a comparatively higher 6.41% annualized return.


FSCNX

YTD

3.35%

1M

4.04%

6M

3.00%

1Y

9.54%

5Y*

4.30%

10Y*

4.07%

VEIRX

YTD

5.15%

1M

4.16%

6M

2.25%

1Y

13.50%

5Y*

5.83%

10Y*

6.41%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FSCNX vs. VEIRX - Expense Ratio Comparison

FSCNX has a 1.78% expense ratio, which is higher than VEIRX's 0.19% expense ratio.


FSCNX
Fidelity Advisor Asset Manager 60% Fund Class C
Expense ratio chart for FSCNX: current value at 1.78% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.78%
Expense ratio chart for VEIRX: current value at 0.19% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.19%

Risk-Adjusted Performance

FSCNX vs. VEIRX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSCNX
The Risk-Adjusted Performance Rank of FSCNX is 6161
Overall Rank
The Sharpe Ratio Rank of FSCNX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of FSCNX is 5959
Sortino Ratio Rank
The Omega Ratio Rank of FSCNX is 5757
Omega Ratio Rank
The Calmar Ratio Rank of FSCNX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of FSCNX is 6464
Martin Ratio Rank

VEIRX
The Risk-Adjusted Performance Rank of VEIRX is 5353
Overall Rank
The Sharpe Ratio Rank of VEIRX is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of VEIRX is 4141
Sortino Ratio Rank
The Omega Ratio Rank of VEIRX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of VEIRX is 6666
Calmar Ratio Rank
The Martin Ratio Rank of VEIRX is 4949
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FSCNX vs. VEIRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Asset Manager 60% Fund Class C (FSCNX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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.


Sharpe ratio
The chart of Sharpe ratio for FSCNX, currently valued at 1.07, compared to the broader market-1.000.001.002.003.004.001.070.92
The chart of Sortino ratio for FSCNX, currently valued at 1.50, compared to the broader market0.002.004.006.008.0010.0012.001.501.14
The chart of Omega ratio for FSCNX, currently valued at 1.19, compared to the broader market1.002.003.004.001.191.21
The chart of Calmar ratio for FSCNX, currently valued at 0.92, compared to the broader market0.005.0010.0015.0020.000.921.02
The chart of Martin ratio for FSCNX, currently valued at 4.89, compared to the broader market0.0020.0040.0060.0080.004.893.23
FSCNX
VEIRX

The current FSCNX Sharpe Ratio is 1.07, which is comparable to the VEIRX Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of FSCNX and VEIRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.07
0.92
FSCNX
VEIRX

Dividends

FSCNX vs. VEIRX - Dividend Comparison

FSCNX's dividend yield for the trailing twelve months is around 0.95%, less than VEIRX's 2.76% yield.


TTM20242023202220212020201920182017201620152014
FSCNX
Fidelity Advisor Asset Manager 60% Fund Class C
0.95%0.99%0.85%0.94%0.28%0.03%0.49%0.61%0.18%0.36%0.73%5.89%
VEIRX
Vanguard Equity Income Fund Admiral Shares
2.76%2.91%3.03%3.03%2.49%2.70%2.71%3.25%2.54%2.83%3.05%2.78%

Drawdowns

FSCNX vs. VEIRX - Drawdown Comparison

The maximum FSCNX drawdown since its inception was -42.17%, smaller than the maximum VEIRX drawdown of -56.75%. Use the drawdown chart below to compare losses from any high point for FSCNX and VEIRX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.66%
-6.37%
FSCNX
VEIRX

Volatility

FSCNX vs. VEIRX - Volatility Comparison

Fidelity Advisor Asset Manager 60% Fund Class C (FSCNX) and Vanguard Equity Income Fund Admiral Shares (VEIRX) have volatilities of 2.66% and 2.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
2.66%
2.62%
FSCNX
VEIRX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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