Correlation
The correlation between FTANX and VWINX is 0.75, 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.
FTANX vs. VWINX
Compare and contrast key facts about Fidelity Asset Manager 30% Fund (FTANX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
FTANX is managed by Blackrock. It was launched on Oct 9, 2007. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTANX or VWINX.
Performance
FTANX vs. VWINX - Performance Comparison
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Key characteristics
FTANX:
1.16
VWINX:
1.13
FTANX:
1.53
VWINX:
1.53
FTANX:
1.21
VWINX:
1.21
FTANX:
1.18
VWINX:
1.40
FTANX:
4.61
VWINX:
5.02
FTANX:
1.49%
VWINX:
1.51%
FTANX:
6.45%
VWINX:
7.00%
FTANX:
-26.27%
VWINX:
-21.72%
FTANX:
0.00%
VWINX:
-0.62%
Returns By Period
In the year-to-date period, FTANX achieves a 2.79% return, which is significantly lower than VWINX's 2.99% return. Over the past 10 years, FTANX has underperformed VWINX with an annualized return of 4.39%, while VWINX has yielded a comparatively higher 5.39% annualized return.
FTANX
2.79%
1.64%
0.87%
6.95%
4.90%
4.50%
4.39%
VWINX
2.99%
1.24%
-0.08%
6.99%
4.12%
4.55%
5.39%
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FTANX vs. VWINX - Expense Ratio Comparison
FTANX has a 0.52% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Risk-Adjusted Performance
FTANX vs. VWINX — Risk-Adjusted Performance Rank
FTANX
VWINX
FTANX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 30% Fund (FTANX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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
FTANX vs. VWINX - Dividend Comparison
FTANX's dividend yield for the trailing twelve months is around 3.05%, less than VWINX's 6.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTANX Fidelity Asset Manager 30% Fund | 3.05% | 3.06% | 2.80% | 4.91% | 1.88% | 2.37% | 3.26% | 3.87% | 3.17% | 1.94% | 3.85% | 4.48% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 6.56% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 4.00% | 4.00% | 5.60% | 4.92% |
Drawdowns
FTANX vs. VWINX - Drawdown Comparison
The maximum FTANX drawdown since its inception was -26.27%, which is greater than VWINX's maximum drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for FTANX and VWINX.
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Volatility
FTANX vs. VWINX - Volatility Comparison
The current volatility for Fidelity Asset Manager 30% Fund (FTANX) is 1.34%, while Vanguard Wellesley Income Fund Investor Shares (VWINX) has a volatility of 2.02%. This indicates that FTANX experiences smaller price fluctuations and is considered to be less risky than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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