FATWX vs. FRAMX
Compare and contrast key facts about Fidelity Advisor Freedom 2025 Fund Class A (FATWX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
FATWX is managed by Fidelity. It was launched on Nov 6, 2003. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
FATWX vs. FRAMX - Performance Comparison
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FATWX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FATWX Fidelity Advisor Freedom 2025 Fund Class A | -2.15% | 15.82% | 7.64% | 13.18% | -16.27% | 9.60% | 13.89% | 20.00% | -5.70% | 14.98% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | -0.57% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
Returns By Period
In the year-to-date period, FATWX achieves a -2.15% return, which is significantly lower than FRAMX's -0.57% return. Over the past 10 years, FATWX has outperformed FRAMX with an annualized return of 7.17%, while FRAMX has yielded a comparatively lower 3.65% annualized return.
FATWX
- 1D
- 0.08%
- 1M
- -6.25%
- YTD
- -2.15%
- 6M
- -0.25%
- 1Y
- 11.39%
- 3Y*
- 9.48%
- 5Y*
- 4.35%
- 10Y*
- 7.17%
FRAMX
- 1D
- 0.26%
- 1M
- -3.20%
- YTD
- -0.57%
- 6M
- 0.62%
- 1Y
- 6.78%
- 3Y*
- 5.66%
- 5Y*
- 2.13%
- 10Y*
- 3.65%
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FATWX vs. FRAMX - Expense Ratio Comparison
FATWX has a 0.87% expense ratio, which is higher than FRAMX's 0.70% expense ratio.
Return for Risk
FATWX vs. FRAMX — Risk / Return Rank
FATWX
FRAMX
FATWX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2025 Fund Class A (FATWX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| FATWX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.50 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.69 | 2.09 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.30 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.00 | -0.49 |
Martin ratioReturn relative to average drawdown | 6.45 | 8.06 | -1.61 |
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
| FATWX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.50 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.41 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.82 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.49 | -0.04 |
Correlation
The correlation between FATWX and FRAMX is 0.93, 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
FATWX vs. FRAMX - Dividend Comparison
FATWX's dividend yield for the trailing twelve months is around 7.86%, more than FRAMX's 2.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FATWX Fidelity Advisor Freedom 2025 Fund Class A | 7.86% | 7.69% | 3.79% | 1.91% | 9.50% | 9.22% | 6.11% | 6.43% | 9.56% | 4.08% | 4.42% | 5.02% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.91% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
FATWX vs. FRAMX - Drawdown Comparison
The maximum FATWX drawdown since its inception was -49.44%, which is greater than FRAMX's maximum drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for FATWX and FRAMX.
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Drawdown Indicators
| FATWX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.44% | -33.94% | -15.50% |
Max Drawdown (1Y)Largest decline over 1 year | -7.13% | -3.45% | -3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -23.85% | -16.31% | -7.54% |
Max Drawdown (10Y)Largest decline over 10 years | -23.85% | -16.31% | -7.54% |
Current DrawdownCurrent decline from peak | -6.38% | -3.20% | -3.18% |
Average DrawdownAverage peak-to-trough decline | -5.81% | -3.87% | -1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 0.86% | +0.81% |
Volatility
FATWX vs. FRAMX - Volatility Comparison
Fidelity Advisor Freedom 2025 Fund Class A (FATWX) has a higher volatility of 3.64% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 1.96%. This indicates that FATWX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FATWX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.64% | 1.96% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 5.79% | 2.86% | +2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.63% | 4.59% | +5.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.82% | 5.21% | +4.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.10% | 4.47% | +5.63% |