LOWIX vs. FFNOX
Compare and contrast key facts about Ladenburg Growth & Income Fund (LOWIX) and Fidelity Multi-Asset Index Fund (FFNOX).
LOWIX is managed by Ladenburg Thalmann. It was launched on Aug 23, 2015. FFNOX is managed by Fidelity. It was launched on Jun 29, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LOWIX or FFNOX.
Correlation
The correlation between LOWIX and FFNOX is 0.96, 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
LOWIX vs. FFNOX - Performance Comparison
Key characteristics
LOWIX:
0.47
FFNOX:
1.00
LOWIX:
0.61
FFNOX:
1.36
LOWIX:
1.12
FFNOX:
1.19
LOWIX:
0.45
FFNOX:
1.12
LOWIX:
1.38
FFNOX:
4.39
LOWIX:
3.85%
FFNOX:
2.56%
LOWIX:
11.36%
FFNOX:
11.24%
LOWIX:
-23.37%
FFNOX:
-48.68%
LOWIX:
-8.24%
FFNOX:
-1.66%
Returns By Period
In the year-to-date period, LOWIX achieves a 2.99% return, which is significantly lower than FFNOX's 5.06% return.
LOWIX
2.99%
1.47%
-3.38%
6.14%
3.81%
N/A
FFNOX
5.06%
3.37%
2.93%
11.76%
6.32%
7.03%
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LOWIX vs. FFNOX - Expense Ratio Comparison
LOWIX has a 0.76% expense ratio, which is higher than FFNOX's 0.11% expense ratio.
Risk-Adjusted Performance
LOWIX vs. FFNOX — Risk-Adjusted Performance Rank
LOWIX
FFNOX
LOWIX vs. FFNOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ladenburg Growth & Income Fund (LOWIX) and Fidelity Multi-Asset Index Fund (FFNOX). 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
LOWIX vs. FFNOX - Dividend Comparison
LOWIX's dividend yield for the trailing twelve months is around 1.70%, less than FFNOX's 2.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOWIX Ladenburg Growth & Income Fund | 1.70% | 1.75% | 1.52% | 1.34% | 0.82% | 0.78% | 1.90% | 0.85% | 2.01% | 0.00% | 0.00% | 0.00% |
FFNOX Fidelity Multi-Asset Index Fund | 2.04% | 2.14% | 3.83% | 2.04% | 1.87% | 1.59% | 2.25% | 2.25% | 1.86% | 2.09% | 2.50% | 4.56% |
Drawdowns
LOWIX vs. FFNOX - Drawdown Comparison
The maximum LOWIX drawdown since its inception was -23.37%, smaller than the maximum FFNOX drawdown of -48.68%. Use the drawdown chart below to compare losses from any high point for LOWIX and FFNOX. For additional features, visit the drawdowns tool.
Volatility
LOWIX vs. FFNOX - Volatility Comparison
The current volatility for Ladenburg Growth & Income Fund (LOWIX) is 1.99%, while Fidelity Multi-Asset Index Fund (FFNOX) has a volatility of 2.64%. This indicates that LOWIX experiences smaller price fluctuations and is considered to be less risky than FFNOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.