Correlation
The correlation between FACFX and FAGIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FACFX vs. FAGIX
Compare and contrast key facts about Fidelity Advisor Freedom 2010 Fund Class A (FACFX) and Fidelity Capital & Income Fund (FAGIX).
FACFX is managed by Fidelity. It was launched on Jul 24, 2003. FAGIX is managed by Fidelity. It was launched on Nov 1, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FACFX or FAGIX.
Performance
FACFX vs. FAGIX - Performance Comparison
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Key characteristics
FACFX:
1.30
FAGIX:
1.14
FACFX:
1.65
FAGIX:
1.63
FACFX:
1.22
FAGIX:
1.24
FACFX:
1.27
FAGIX:
1.14
FACFX:
4.89
FAGIX:
4.31
FACFX:
1.37%
FAGIX:
1.92%
FACFX:
5.90%
FAGIX:
7.06%
FACFX:
-38.13%
FAGIX:
-37.80%
FACFX:
0.00%
FAGIX:
-0.55%
Returns By Period
In the year-to-date period, FACFX achieves a 3.98% return, which is significantly higher than FAGIX's 1.90% return. Over the past 10 years, FACFX has underperformed FAGIX with an annualized return of 4.26%, while FAGIX has yielded a comparatively higher 6.20% annualized return.
FACFX
3.98%
1.12%
2.43%
7.59%
4.04%
4.17%
4.26%
FAGIX
1.90%
2.92%
1.00%
8.05%
7.39%
8.55%
6.20%
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FACFX vs. FAGIX - Expense Ratio Comparison
FACFX has a 0.74% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
FACFX vs. FAGIX — Risk-Adjusted Performance Rank
FACFX
FAGIX
FACFX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2010 Fund Class A (FACFX) and Fidelity Capital & Income Fund (FAGIX). 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.
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Dividends
FACFX vs. FAGIX - Dividend Comparison
FACFX's dividend yield for the trailing twelve months is around 3.92%, less than FAGIX's 4.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FACFX Fidelity Advisor Freedom 2010 Fund Class A | 3.92% | 2.77% | 2.48% | 7.06% | 8.76% | 5.79% | 5.73% | 9.01% | 6.38% | 4.63% | 5.48% | 6.62% |
FAGIX Fidelity Capital & Income Fund | 4.90% | 5.03% | 5.29% | 11.38% | 6.56% | 4.88% | 5.00% | 7.39% | 5.05% | 4.12% | 5.01% | 8.08% |
Drawdowns
FACFX vs. FAGIX - Drawdown Comparison
The maximum FACFX drawdown since its inception was -38.13%, roughly equal to the maximum FAGIX drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FACFX and FAGIX.
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Volatility
FACFX vs. FAGIX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2010 Fund Class A (FACFX) is 1.11%, while Fidelity Capital & Income Fund (FAGIX) has a volatility of 1.83%. This indicates that FACFX experiences smaller price fluctuations and is considered to be less risky than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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