VEIRX vs. FSCNX
Compare and contrast key facts about Vanguard Equity Income Fund Admiral Shares (VEIRX) and Fidelity Advisor Asset Manager 60% Fund Class C (FSCNX).
VEIRX is managed by Vanguard. It was launched on Aug 13, 2001. FSCNX is managed by BlackRock. It was launched on Oct 9, 2007.
Performance
VEIRX vs. FSCNX - Performance Comparison
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VEIRX vs. FSCNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 1.50% | 17.25% | 14.91% | 7.76% | -0.08% | 25.49% | 3.08% | 25.34% | -5.68% | 17.68% |
FSCNX Fidelity Advisor Asset Manager 60% Fund Class C | -0.78% | 15.36% | 8.35% | 13.51% | -17.12% | 10.69% | 14.85% | 19.32% | -7.54% | 14.93% |
Returns By Period
In the year-to-date period, VEIRX achieves a 1.50% return, which is significantly higher than FSCNX's -0.78% return. Over the past 10 years, VEIRX has outperformed FSCNX with an annualized return of 11.33%, while FSCNX has yielded a comparatively lower 7.01% annualized return.
VEIRX
- 1D
- 1.63%
- 1M
- -4.28%
- YTD
- 1.50%
- 6M
- 4.80%
- 1Y
- 16.06%
- 3Y*
- 14.61%
- 5Y*
- 10.79%
- 10Y*
- 11.33%
FSCNX
- 1D
- 2.09%
- 1M
- -4.38%
- YTD
- -0.78%
- 6M
- 1.28%
- 1Y
- 14.61%
- 3Y*
- 10.15%
- 5Y*
- 4.65%
- 10Y*
- 7.01%
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VEIRX vs. FSCNX - Expense Ratio Comparison
VEIRX has a 0.19% expense ratio, which is lower than FSCNX's 1.78% expense ratio.
Return for Risk
VEIRX vs. FSCNX — Risk / Return Rank
VEIRX
FSCNX
VEIRX vs. FSCNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Admiral Shares (VEIRX) and Fidelity Advisor Asset Manager 60% Fund Class C (FSCNX). 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.
| VEIRX | FSCNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.34 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.91 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.87 | -0.34 |
Martin ratioReturn relative to average drawdown | 6.76 | 7.99 | -1.23 |
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
| VEIRX | FSCNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.34 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.44 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.65 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.42 | +0.08 |
Correlation
The correlation between VEIRX and FSCNX is 0.85, 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
VEIRX vs. FSCNX - Dividend Comparison
VEIRX's dividend yield for the trailing twelve months is around 10.94%, more than FSCNX's 4.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 10.94% | 11.03% | 9.83% | 7.96% | 8.79% | 7.71% | 2.86% | 4.45% | 10.98% | 3.04% | 3.87% | 6.48% |
FSCNX Fidelity Advisor Asset Manager 60% Fund Class C | 4.87% | 4.83% | 2.17% | 0.85% | 3.16% | 1.48% | 0.87% | 3.07% | 3.50% | 1.81% | 0.20% | 3.10% |
Drawdowns
VEIRX vs. FSCNX - Drawdown Comparison
The maximum VEIRX drawdown since its inception was -54.02%, which is greater than FSCNX's maximum drawdown of -42.29%. Use the drawdown chart below to compare losses from any high point for VEIRX and FSCNX.
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Drawdown Indicators
| VEIRX | FSCNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.02% | -42.29% | -11.73% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -8.00% | -2.96% |
Max Drawdown (5Y)Largest decline over 5 years | -15.12% | -23.16% | +8.04% |
Max Drawdown (10Y)Largest decline over 10 years | -35.26% | -24.47% | -10.79% |
Current DrawdownCurrent decline from peak | -5.33% | -5.25% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -6.54% | -6.05% | -0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 1.87% | +0.62% |
Volatility
VEIRX vs. FSCNX - Volatility Comparison
The current volatility for Vanguard Equity Income Fund Admiral Shares (VEIRX) is 3.67%, while Fidelity Advisor Asset Manager 60% Fund Class C (FSCNX) has a volatility of 4.75%. This indicates that VEIRX experiences smaller price fluctuations and is considered to be less risky than FSCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEIRX | FSCNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 4.75% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 7.14% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.05% | 11.32% | +3.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.92% | 10.73% | +3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.30% | 10.90% | +5.40% |