VASGX vs. FASGX
Compare and contrast key facts about Vanguard LifeStrategy Growth Fund (VASGX) and Fidelity Asset Manager 70% Fund (FASGX).
VASGX is managed by Vanguard. It was launched on Sep 30, 1994. FASGX is managed by Blackrock. It was launched on Dec 30, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VASGX or FASGX.
Correlation
The correlation between VASGX and FASGX 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.
Performance
VASGX vs. FASGX - Performance Comparison
Key characteristics
VASGX:
0.39
FASGX:
0.28
VASGX:
0.62
FASGX:
0.48
VASGX:
1.09
FASGX:
1.07
VASGX:
0.36
FASGX:
0.26
VASGX:
1.35
FASGX:
0.99
VASGX:
4.07%
FASGX:
3.90%
VASGX:
14.14%
FASGX:
13.61%
VASGX:
-51.16%
FASGX:
-47.29%
VASGX:
-8.83%
FASGX:
-8.86%
Returns By Period
In the year-to-date period, VASGX achieves a -2.04% return, which is significantly higher than FASGX's -2.60% return. Over the past 10 years, VASGX has outperformed FASGX with an annualized return of 5.92%, while FASGX has yielded a comparatively lower 4.01% annualized return.
VASGX
-2.04%
-3.74%
-5.86%
3.68%
8.70%
5.92%
FASGX
-2.60%
-4.04%
-5.69%
2.10%
7.22%
4.01%
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VASGX vs. FASGX - Expense Ratio Comparison
VASGX has a 0.14% expense ratio, which is lower than FASGX's 0.67% expense ratio.
Risk-Adjusted Performance
VASGX vs. FASGX — Risk-Adjusted Performance Rank
VASGX
FASGX
VASGX vs. FASGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and Fidelity Asset Manager 70% Fund (FASGX). 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
VASGX vs. FASGX - Dividend Comparison
VASGX's dividend yield for the trailing twelve months is around 2.49%, more than FASGX's 1.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASGX Vanguard LifeStrategy Growth Fund | 2.49% | 2.44% | 2.34% | 2.10% | 1.87% | 1.68% | 2.32% | 2.56% | 2.09% | 2.22% | 2.20% | 2.10% |
FASGX Fidelity Asset Manager 70% Fund | 1.94% | 1.89% | 1.72% | 2.15% | 1.35% | 0.98% | 1.53% | 1.61% | 1.16% | 1.31% | 1.68% | 10.98% |
Drawdowns
VASGX vs. FASGX - Drawdown Comparison
The maximum VASGX drawdown since its inception was -51.16%, which is greater than FASGX's maximum drawdown of -47.29%. Use the drawdown chart below to compare losses from any high point for VASGX and FASGX. For additional features, visit the drawdowns tool.
Volatility
VASGX vs. FASGX - Volatility Comparison
Vanguard LifeStrategy Growth Fund (VASGX) and Fidelity Asset Manager 70% Fund (FASGX) have volatilities of 9.34% and 9.00%, 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.