Correlation
The correlation between FSCNX and VEIRX 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.
FSCNX vs. VEIRX
Compare and contrast key facts about Fidelity Advisor Asset Manager 60% Fund Class C (FSCNX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
FSCNX is managed by Blackrock. It was launched on Oct 9, 2007. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCNX or VEIRX.
Performance
FSCNX vs. VEIRX - Performance Comparison
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Key characteristics
FSCNX:
0.71
VEIRX:
0.75
FSCNX:
0.93
VEIRX:
1.07
FSCNX:
1.13
VEIRX:
1.15
FSCNX:
0.63
VEIRX:
0.82
FSCNX:
2.61
VEIRX:
3.27
FSCNX:
2.70%
VEIRX:
3.35%
FSCNX:
11.46%
VEIRX:
15.69%
FSCNX:
-42.17%
VEIRX:
-54.02%
FSCNX:
-0.57%
VEIRX:
-2.72%
Returns By Period
The year-to-date returns for both stocks are quite close, with FSCNX having a 3.29% return and VEIRX slightly lower at 3.18%. Over the past 10 years, FSCNX has underperformed VEIRX with an annualized return of 5.45%, while VEIRX has yielded a comparatively higher 10.09% annualized return.
FSCNX
3.29%
3.29%
0.43%
7.56%
6.23%
6.73%
5.45%
VEIRX
3.18%
3.60%
-1.87%
10.01%
8.10%
13.53%
10.09%
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FSCNX vs. VEIRX - Expense Ratio Comparison
FSCNX has a 1.78% expense ratio, which is higher than VEIRX's 0.19% expense ratio.
Risk-Adjusted Performance
FSCNX vs. VEIRX — Risk-Adjusted Performance Rank
FSCNX
VEIRX
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.
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Dividends
FSCNX vs. VEIRX - Dividend Comparison
FSCNX's dividend yield for the trailing twelve months is around 2.10%, less than VEIRX's 9.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCNX Fidelity Advisor Asset Manager 60% Fund Class C | 2.10% | 2.17% | 0.85% | 3.16% | 1.48% | 0.87% | 3.07% | 3.50% | 1.98% | 0.56% | 3.10% | 5.49% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 9.69% | 9.84% | 7.96% | 8.79% | 7.71% | 2.86% | 4.45% | 10.98% | 3.74% | 3.87% | 6.48% | 6.03% |
Drawdowns
FSCNX vs. VEIRX - Drawdown Comparison
The maximum FSCNX drawdown since its inception was -42.17%, smaller than the maximum VEIRX drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for FSCNX and VEIRX.
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Volatility
FSCNX vs. VEIRX - Volatility Comparison
The current volatility for Fidelity Advisor Asset Manager 60% Fund Class C (FSCNX) is 2.45%, while Vanguard Equity Income Fund Admiral Shares (VEIRX) has a volatility of 4.24%. This indicates that FSCNX experiences smaller price fluctuations and is considered to be less risky than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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