PortfoliosLab logoPortfoliosLab logo
FAFEX vs. AGTHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FAFEX vs. AGTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Freedom 2030 Fund Class A (FAFEX) and American Funds The Growth Fund of America Class A (AGTHX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FAFEX vs. AGTHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FAFEX
Fidelity Advisor Freedom 2030 Fund Class A
-2.46%16.97%8.71%14.28%-17.03%10.87%14.83%22.52%-6.72%18.98%
AGTHX
American Funds The Growth Fund of America Class A
-8.07%19.73%28.02%37.22%-30.75%19.32%37.83%28.16%-3.15%26.14%

Returns By Period

In the year-to-date period, FAFEX achieves a -2.46% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, FAFEX has underperformed AGTHX with an annualized return of 8.16%, while AGTHX has yielded a comparatively higher 14.32% annualized return.


FAFEX

1D
0.07%
1M
-6.74%
YTD
-2.46%
6M
-0.29%
1Y
12.44%
3Y*
10.37%
5Y*
4.84%
10Y*
8.16%

AGTHX

1D
3.56%
1M
-6.34%
YTD
-8.07%
6M
-7.16%
1Y
16.84%
3Y*
20.26%
5Y*
8.96%
10Y*
14.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FAFEX vs. AGTHX - Expense Ratio Comparison

FAFEX has a 0.91% expense ratio, which is higher than AGTHX's 0.61% expense ratio.


Return for Risk

FAFEX vs. AGTHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FAFEX
FAFEX Risk / Return Rank: 6666
Overall Rank
FAFEX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
FAFEX Sortino Ratio Rank: 6666
Sortino Ratio Rank
FAFEX Omega Ratio Rank: 6666
Omega Ratio Rank
FAFEX Calmar Ratio Rank: 6565
Calmar Ratio Rank
FAFEX Martin Ratio Rank: 6868
Martin Ratio Rank

AGTHX
AGTHX Risk / Return Rank: 4444
Overall Rank
AGTHX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
AGTHX Sortino Ratio Rank: 4343
Sortino Ratio Rank
AGTHX Omega Ratio Rank: 4242
Omega Ratio Rank
AGTHX Calmar Ratio Rank: 5050
Calmar Ratio Rank
AGTHX Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FAFEX vs. AGTHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2030 Fund Class A (FAFEX) and American Funds The Growth Fund of America Class A (AGTHX). 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.


FAFEXAGTHXDifference

Sharpe ratio

Return per unit of total volatility

1.18

0.84

+0.34

Sortino ratio

Return per unit of downside risk

1.67

1.34

+0.33

Omega ratio

Gain probability vs. loss probability

1.25

1.19

+0.06

Calmar ratio

Return relative to maximum drawdown

1.50

1.26

+0.24

Martin ratio

Return relative to average drawdown

6.46

4.78

+1.68

FAFEX vs. AGTHX - Sharpe Ratio Comparison

The current FAFEX Sharpe Ratio is 1.18, which is higher than the AGTHX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of FAFEX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FAFEXAGTHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

0.84

+0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.45

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

0.73

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.68

-0.26

Correlation

The correlation between FAFEX and AGTHX is 0.91, 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

FAFEX vs. AGTHX - Dividend Comparison

FAFEX's dividend yield for the trailing twelve months is around 7.46%, less than AGTHX's 11.63% yield.


TTM20252024202320222021202020192018201720162015
FAFEX
Fidelity Advisor Freedom 2030 Fund Class A
7.46%7.28%2.76%1.72%8.89%9.42%6.37%6.75%10.72%5.44%4.66%3.90%
AGTHX
American Funds The Growth Fund of America Class A
11.63%10.69%8.99%7.40%4.05%8.18%4.30%7.15%11.99%7.03%6.61%8.87%

Drawdowns

FAFEX vs. AGTHX - Drawdown Comparison

The maximum FAFEX drawdown since its inception was -53.79%, roughly equal to the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for FAFEX and AGTHX.


Loading graphics...

Drawdown Indicators


FAFEXAGTHXDifference

Max Drawdown

Largest peak-to-trough decline

-53.79%

-51.91%

-1.88%

Max Drawdown (1Y)

Largest decline over 1 year

-7.77%

-13.76%

+5.99%

Max Drawdown (5Y)

Largest decline over 5 years

-24.49%

-36.38%

+11.89%

Max Drawdown (10Y)

Largest decline over 10 years

-24.98%

-36.38%

+11.40%

Current Drawdown

Current decline from peak

-6.91%

-10.70%

+3.79%

Average Drawdown

Average peak-to-trough decline

-7.12%

-9.23%

+2.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.81%

3.63%

-1.82%

Volatility

FAFEX vs. AGTHX - Volatility Comparison

The current volatility for Fidelity Advisor Freedom 2030 Fund Class A (FAFEX) is 4.02%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. This indicates that FAFEX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FAFEXAGTHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.02%

6.76%

-2.74%

Volatility (6M)

Calculated over the trailing 6-month period

6.37%

12.13%

-5.76%

Volatility (1Y)

Calculated over the trailing 1-year period

10.61%

21.01%

-10.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.60%

20.23%

-9.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.45%

19.64%

-8.19%