FAFEX vs. VTSAX
Compare and contrast key facts about Fidelity Advisor Freedom 2030 Fund Class A (FAFEX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
FAFEX is managed by Fidelity. It was launched on Jul 24, 2003. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAFEX or VTSAX.
Correlation
The correlation between FAFEX and VTSAX 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
FAFEX vs. VTSAX - Performance Comparison
Key characteristics
FAFEX:
1.29
VTSAX:
1.77
FAFEX:
1.85
VTSAX:
2.39
FAFEX:
1.23
VTSAX:
1.32
FAFEX:
0.76
VTSAX:
2.68
FAFEX:
5.95
VTSAX:
10.60
FAFEX:
1.84%
VTSAX:
2.17%
FAFEX:
8.48%
VTSAX:
12.98%
FAFEX:
-55.75%
VTSAX:
-55.34%
FAFEX:
-4.54%
VTSAX:
-0.53%
Returns By Period
The year-to-date returns for both stocks are quite close, with FAFEX having a 4.21% return and VTSAX slightly lower at 4.06%. Over the past 10 years, FAFEX has underperformed VTSAX with an annualized return of 2.23%, while VTSAX has yielded a comparatively higher 12.62% annualized return.
FAFEX
4.21%
1.71%
2.69%
11.25%
1.91%
2.23%
VTSAX
4.06%
0.80%
10.70%
23.75%
13.91%
12.62%
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FAFEX vs. VTSAX - Expense Ratio Comparison
FAFEX has a 0.91% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
FAFEX vs. VTSAX — Risk-Adjusted Performance Rank
FAFEX
VTSAX
FAFEX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2030 Fund Class A (FAFEX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
FAFEX vs. VTSAX - Dividend Comparison
FAFEX's dividend yield for the trailing twelve months is around 1.82%, more than VTSAX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAFEX Fidelity Advisor Freedom 2030 Fund Class A | 1.82% | 1.90% | 1.69% | 2.30% | 2.08% | 0.80% | 1.32% | 1.85% | 1.08% | 1.33% | 3.91% | 8.22% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.21% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
FAFEX vs. VTSAX - Drawdown Comparison
The maximum FAFEX drawdown since its inception was -55.75%, roughly equal to the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for FAFEX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
FAFEX vs. VTSAX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2030 Fund Class A (FAFEX) is 2.02%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 2.99%. This indicates that FAFEX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.