FAIOX vs. VFIFX
Compare and contrast key facts about Fidelity Advisor Balanced Fund I Class (FAIOX) and Vanguard Target Retirement 2050 Fund (VFIFX).
FAIOX is managed by Fidelity. It was launched on Jul 3, 1995. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAIOX or VFIFX.
Correlation
The correlation between FAIOX and VFIFX is 0.95, 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
FAIOX vs. VFIFX - Performance Comparison
Key characteristics
Returns By Period
FAIOX
N/A
N/A
N/A
N/A
N/A
N/A
VFIFX
1.54%
1.57%
5.22%
18.00%
6.58%
7.80%
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FAIOX vs. VFIFX - Expense Ratio Comparison
FAIOX has a 0.56% expense ratio, which is higher than VFIFX's 0.08% expense ratio.
Risk-Adjusted Performance
FAIOX vs. VFIFX — Risk-Adjusted Performance Rank
FAIOX
VFIFX
FAIOX vs. VFIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund I Class (FAIOX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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
FAIOX vs. VFIFX - Dividend Comparison
FAIOX has not paid dividends to shareholders, while VFIFX's dividend yield for the trailing twelve months is around 2.16%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAIOX Fidelity Advisor Balanced Fund I Class | 3.94% | 3.94% | 1.59% | 1.33% | 0.71% | 1.14% | 1.51% | 1.65% | 1.46% | 1.41% | 6.27% | 8.98% |
VFIFX Vanguard Target Retirement 2050 Fund | 2.16% | 2.19% | 2.21% | 2.13% | 2.19% | 1.63% | 2.20% | 2.43% | 1.89% | 1.93% | 2.05% | 2.01% |
Drawdowns
FAIOX vs. VFIFX - Drawdown Comparison
Volatility
FAIOX vs. VFIFX - Volatility Comparison
The current volatility for Fidelity Advisor Balanced Fund I Class (FAIOX) is 0.00%, while Vanguard Target Retirement 2050 Fund (VFIFX) has a volatility of 4.02%. This indicates that FAIOX experiences smaller price fluctuations and is considered to be less risky than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.