Correlation
The correlation between FTINX and VTSAX is 0.84, 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. VTSAX
Compare and contrast key facts about Fidelity Advisor Asset Manager 30% Fund Class I (FTINX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
FTINX is managed by Blackrock. It was launched on Oct 9, 2007. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTINX or VTSAX.
Performance
FTINX vs. VTSAX - Performance Comparison
Loading data...
Key characteristics
FTINX:
1.15
VTSAX:
0.67
FTINX:
1.52
VTSAX:
0.99
FTINX:
1.20
VTSAX:
1.14
FTINX:
1.18
VTSAX:
0.64
FTINX:
4.63
VTSAX:
2.39
FTINX:
1.48%
VTSAX:
5.17%
FTINX:
6.50%
VTSAX:
20.09%
FTINX:
-26.29%
VTSAX:
-55.34%
FTINX:
-0.00%
VTSAX:
-3.91%
Returns By Period
In the year-to-date period, FTINX achieves a 2.86% return, which is significantly higher than VTSAX's 0.53% return. Over the past 10 years, FTINX has underperformed VTSAX with an annualized return of 4.34%, while VTSAX has yielded a comparatively higher 12.12% annualized return.
FTINX
2.86%
1.73%
0.87%
7.39%
4.88%
4.49%
4.34%
VTSAX
0.53%
6.35%
-2.51%
13.80%
13.42%
15.23%
12.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FTINX vs. VTSAX - Expense Ratio Comparison
FTINX has a 0.55% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
FTINX vs. VTSAX — Risk-Adjusted Performance Rank
FTINX
VTSAX
FTINX vs. VTSAX - 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 Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.
Loading data...
Dividends
FTINX vs. VTSAX - Dividend Comparison
FTINX's dividend yield for the trailing twelve months is around 3.04%, more than VTSAX's 1.28% 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% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.28% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
FTINX vs. VTSAX - Drawdown Comparison
The maximum FTINX drawdown since its inception was -26.29%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for FTINX and VTSAX.
Loading data...
Volatility
FTINX vs. VTSAX - Volatility Comparison
The current volatility for Fidelity Advisor Asset Manager 30% Fund Class I (FTINX) is 1.38%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.96%. This indicates that FTINX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...