FYMIX vs. AMBFX
Compare and contrast key facts about Fidelity Sustainable Multi-Asset Fund (FYMIX) and American Funds American Balanced Fund® Class F-2 (AMBFX).
FYMIX is managed by Fidelity. It was launched on Feb 9, 2022. AMBFX is managed by American Funds. It was launched on Aug 5, 2008.
Performance
FYMIX vs. AMBFX - Performance Comparison
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FYMIX vs. AMBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FYMIX Fidelity Sustainable Multi-Asset Fund | -4.40% | 18.95% | 11.09% | 16.15% | -15.71% |
AMBFX American Funds American Balanced Fund® Class F-2 | -2.82% | 18.67% | 15.25% | 13.81% | -8.43% |
Returns By Period
In the year-to-date period, FYMIX achieves a -4.40% return, which is significantly lower than AMBFX's -2.82% return.
FYMIX
- 1D
- 0.09%
- 1M
- -8.20%
- YTD
- -4.40%
- 6M
- -1.39%
- 1Y
- 14.95%
- 3Y*
- 11.31%
- 5Y*
- —
- 10Y*
- —
AMBFX
- 1D
- -0.14%
- 1M
- -6.81%
- YTD
- -2.82%
- 6M
- 0.93%
- 1Y
- 15.54%
- 3Y*
- 13.72%
- 5Y*
- 8.28%
- 10Y*
- 9.33%
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FYMIX vs. AMBFX - Expense Ratio Comparison
FYMIX has a 0.05% expense ratio, which is lower than AMBFX's 0.35% expense ratio.
Return for Risk
FYMIX vs. AMBFX — Risk / Return Rank
FYMIX
AMBFX
FYMIX vs. AMBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Multi-Asset Fund (FYMIX) and American Funds American Balanced Fund® Class F-2 (AMBFX). 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.
| FYMIX | AMBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.45 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.63 | 2.12 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.30 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.03 | -0.52 |
Martin ratioReturn relative to average drawdown | 6.25 | 8.67 | -2.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FYMIX | AMBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.45 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.80 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.72 | -0.30 |
Correlation
The correlation between FYMIX and AMBFX is 0.94, 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.
Dividends
FYMIX vs. AMBFX - Dividend Comparison
FYMIX's dividend yield for the trailing twelve months is around 3.85%, less than AMBFX's 8.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FYMIX Fidelity Sustainable Multi-Asset Fund | 3.85% | 3.69% | 1.84% | 1.78% | 1.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMBFX American Funds American Balanced Fund® Class F-2 | 8.75% | 8.47% | 7.40% | 2.20% | 2.52% | 4.50% | 4.56% | 4.19% | 6.20% | 4.85% | 4.46% | 5.81% |
Drawdowns
FYMIX vs. AMBFX - Drawdown Comparison
The maximum FYMIX drawdown since its inception was -22.70%, smaller than the maximum AMBFX drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for FYMIX and AMBFX.
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Drawdown Indicators
| FYMIX | AMBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.70% | -35.05% | +12.35% |
Max Drawdown (1Y)Largest decline over 1 year | -8.95% | -7.34% | -1.61% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.65% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.31% | — |
Current DrawdownCurrent decline from peak | -8.72% | -7.00% | -1.72% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -3.61% | -2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 1.72% | +0.44% |
Volatility
FYMIX vs. AMBFX - Volatility Comparison
Fidelity Sustainable Multi-Asset Fund (FYMIX) has a higher volatility of 4.80% compared to American Funds American Balanced Fund® Class F-2 (AMBFX) at 3.26%. This indicates that FYMIX's price experiences larger fluctuations and is considered to be riskier than AMBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FYMIX | AMBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 3.26% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 8.07% | 6.73% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.20% | 11.10% | +2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.67% | 10.42% | +2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.67% | 10.62% | +2.05% |