Correlation
The correlation between FTRNX and FAMRX 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.
FTRNX vs. FAMRX
Compare and contrast key facts about Fidelity Trend Fund (FTRNX) and Fidelity Asset Manager 85% Fund (FAMRX).
FTRNX is managed by Fidelity. It was launched on Jun 16, 1958. FAMRX is managed by Blackrock. It was launched on Sep 24, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRNX or FAMRX.
Performance
FTRNX vs. FAMRX - Performance Comparison
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Key characteristics
FTRNX:
0.56
FAMRX:
0.69
FTRNX:
0.86
FAMRX:
0.93
FTRNX:
1.12
FAMRX:
1.13
FTRNX:
0.52
FAMRX:
0.61
FTRNX:
1.60
FAMRX:
2.56
FTRNX:
9.17%
FAMRX:
3.67%
FTRNX:
30.49%
FAMRX:
15.89%
FTRNX:
-55.99%
FAMRX:
-58.12%
FTRNX:
-6.52%
FAMRX:
-0.76%
Returns By Period
In the year-to-date period, FTRNX achieves a -0.01% return, which is significantly lower than FAMRX's 4.43% return. Over the past 10 years, FTRNX has outperformed FAMRX with an annualized return of 15.84%, while FAMRX has yielded a comparatively lower 8.43% annualized return.
FTRNX
-0.01%
12.02%
-2.17%
16.94%
22.41%
17.46%
15.84%
FAMRX
4.43%
5.22%
1.13%
10.87%
9.71%
11.01%
8.43%
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FTRNX vs. FAMRX - Expense Ratio Comparison
FTRNX has a 0.73% expense ratio, which is higher than FAMRX's 0.70% expense ratio.
Risk-Adjusted Performance
FTRNX vs. FAMRX — Risk-Adjusted Performance Rank
FTRNX
FAMRX
FTRNX vs. FAMRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Trend Fund (FTRNX) and Fidelity Asset Manager 85% Fund (FAMRX). 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
FTRNX vs. FAMRX - Dividend Comparison
FTRNX's dividend yield for the trailing twelve months is around 18.92%, more than FAMRX's 3.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRNX Fidelity Trend Fund | 18.92% | 15.26% | 4.69% | 5.34% | 7.80% | 4.44% | 9.65% | 10.96% | 8.94% | 5.25% | 6.44% | 13.57% |
FAMRX Fidelity Asset Manager 85% Fund | 3.29% | 3.44% | 1.33% | 5.07% | 3.15% | 1.99% | 5.52% | 5.62% | 3.29% | 1.33% | 4.83% | 10.05% |
Drawdowns
FTRNX vs. FAMRX - Drawdown Comparison
The maximum FTRNX drawdown since its inception was -55.99%, roughly equal to the maximum FAMRX drawdown of -58.12%. Use the drawdown chart below to compare losses from any high point for FTRNX and FAMRX.
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Volatility
FTRNX vs. FAMRX - Volatility Comparison
Fidelity Trend Fund (FTRNX) has a higher volatility of 6.51% compared to Fidelity Asset Manager 85% Fund (FAMRX) at 3.27%. This indicates that FTRNX's price experiences larger fluctuations and is considered to be riskier than FAMRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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