Correlation
The correlation between FTINX and FXAIX 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.
FTINX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Asset Manager 30% Fund Class I (FTINX) and Fidelity 500 Index Fund (FXAIX).
FTINX is managed by Blackrock. It was launched on Oct 9, 2007. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTINX or FXAIX.
Performance
FTINX vs. FXAIX - Performance Comparison
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Key characteristics
FTINX:
1.15
FXAIX:
0.75
FTINX:
1.52
FXAIX:
1.07
FTINX:
1.20
FXAIX:
1.15
FTINX:
1.18
FXAIX:
0.72
FTINX:
4.63
FXAIX:
2.73
FTINX:
1.48%
FXAIX:
4.85%
FTINX:
6.50%
FXAIX:
19.78%
FTINX:
-26.29%
FXAIX:
-33.79%
FTINX:
-0.00%
FXAIX:
-3.14%
Returns By Period
In the year-to-date period, FTINX achieves a 2.86% return, which is significantly higher than FXAIX's 1.34% return. Over the past 10 years, FTINX has underperformed FXAIX with an annualized return of 4.34%, while FXAIX has yielded a comparatively higher 12.68% annualized return.
FTINX
2.86%
1.73%
0.87%
7.39%
4.88%
4.49%
4.34%
FXAIX
1.34%
6.29%
-1.07%
14.76%
14.51%
16.00%
12.68%
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FTINX vs. FXAIX - Expense Ratio Comparison
FTINX has a 0.55% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FTINX vs. FXAIX — Risk-Adjusted Performance Rank
FTINX
FXAIX
FTINX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Asset Manager 30% Fund Class I (FTINX) and Fidelity 500 Index Fund (FXAIX). 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
FTINX vs. FXAIX - Dividend Comparison
FTINX's dividend yield for the trailing twelve months is around 3.04%, more than FXAIX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTINX Fidelity Advisor Asset Manager 30% Fund Class I | 3.04% | 3.03% | 2.73% | 4.85% | 1.84% | 2.34% | 3.20% | 3.78% | 3.07% | 1.90% | 3.76% | 4.40% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
FTINX vs. FXAIX - Drawdown Comparison
The maximum FTINX drawdown since its inception was -26.29%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FTINX and FXAIX.
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Volatility
FTINX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor Asset Manager 30% Fund Class I (FTINX) is 1.38%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.77%. This indicates that FTINX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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