FWATX vs. IDIVX
Compare and contrast key facts about Fidelity Advisor Multi-Asset Income Fund Class A (FWATX) and Integrity Dividend Harvest Fund (IDIVX).
FWATX is managed by Fidelity. It was launched on Sep 9, 2015. IDIVX is managed by IntegrityVikingFunds. It was launched on May 1, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FWATX or IDIVX.
Key characteristics
| FWATX | IDIVX | |
|---|---|---|
| YTD Return | 11.84% | 22.52% |
| 1Y Return | 17.93% | 31.69% |
| 3Y Return (Ann) | 2.20% | 11.01% |
| 5Y Return (Ann) | 8.55% | 9.63% |
| Sharpe Ratio | 2.49 | 3.22 |
| Sortino Ratio | 3.57 | 4.45 |
| Omega Ratio | 1.48 | 1.58 |
| Calmar Ratio | 1.87 | 4.87 |
| Martin Ratio | 16.76 | 24.23 |
| Ulcer Index | 1.02% | 1.35% |
| Daily Std Dev | 6.83% | 10.13% |
| Max Drawdown | -21.66% | -33.38% |
| Current Drawdown | -1.16% | -1.66% |
Correlation
The correlation between FWATX and IDIVX is 0.71, 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.
Performance
FWATX vs. IDIVX - Performance Comparison
In the year-to-date period, FWATX achieves a 11.84% return, which is significantly lower than IDIVX's 22.52% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FWATX vs. IDIVX - Expense Ratio Comparison
FWATX has a 1.05% expense ratio, which is higher than IDIVX's 0.95% expense ratio.
Risk-Adjusted Performance
FWATX vs. IDIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Multi-Asset Income Fund Class A (FWATX) and Integrity Dividend Harvest Fund (IDIVX). 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.
Dividends
FWATX vs. IDIVX - Dividend Comparison
FWATX's dividend yield for the trailing twelve months is around 3.40%, more than IDIVX's 2.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWATX Fidelity Advisor Multi-Asset Income Fund Class A | 3.40% | 3.97% | 3.59% | 2.74% | 3.05% | 2.54% | 2.20% | 2.44% | 4.34% | 0.98% | 0.00% | 0.00% |
IDIVX Integrity Dividend Harvest Fund | 2.69% | 3.13% | 3.08% | 2.94% | 3.42% | 3.21% | 3.44% | 2.81% | 2.71% | 3.05% | 2.82% | 2.82% |
Drawdowns
FWATX vs. IDIVX - Drawdown Comparison
The maximum FWATX drawdown since its inception was -21.66%, smaller than the maximum IDIVX drawdown of -33.38%. Use the drawdown chart below to compare losses from any high point for FWATX and IDIVX. For additional features, visit the drawdowns tool.
Volatility
FWATX vs. IDIVX - Volatility Comparison
Fidelity Advisor Multi-Asset Income Fund Class A (FWATX) and Integrity Dividend Harvest Fund (IDIVX) have volatilities of 2.52% and 2.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.