FAXEX vs. VDEQX
Compare and contrast key facts about Fidelity Advisor Freedom Blend 2065 Fund Class M (FAXEX) and Vanguard Diversified Equity Fund (VDEQX).
FAXEX is managed by Fidelity. It was launched on Jun 28, 2019. VDEQX is managed by Vanguard. It was launched on Jun 10, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAXEX or VDEQX.
Correlation
The correlation between FAXEX and VDEQX 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.
Performance
FAXEX vs. VDEQX - Performance Comparison
Key characteristics
FAXEX:
1.27
VDEQX:
1.15
FAXEX:
1.78
VDEQX:
1.56
FAXEX:
1.23
VDEQX:
1.22
FAXEX:
1.59
VDEQX:
0.82
FAXEX:
6.49
VDEQX:
5.71
FAXEX:
2.28%
VDEQX:
2.85%
FAXEX:
11.70%
VDEQX:
14.18%
FAXEX:
-32.00%
VDEQX:
-59.37%
FAXEX:
-0.51%
VDEQX:
-5.44%
Returns By Period
In the year-to-date period, FAXEX achieves a 5.36% return, which is significantly higher than VDEQX's 4.35% return.
FAXEX
5.36%
2.00%
5.18%
15.09%
6.55%
N/A
VDEQX
4.35%
0.61%
6.62%
17.37%
6.73%
5.65%
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FAXEX vs. VDEQX - Expense Ratio Comparison
FAXEX has a 0.99% expense ratio, which is higher than VDEQX's 0.35% expense ratio.
Risk-Adjusted Performance
FAXEX vs. VDEQX — Risk-Adjusted Performance Rank
FAXEX
VDEQX
FAXEX vs. VDEQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2065 Fund Class M (FAXEX) and Vanguard Diversified Equity Fund (VDEQX). 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
FAXEX vs. VDEQX - Dividend Comparison
FAXEX's dividend yield for the trailing twelve months is around 1.16%, more than VDEQX's 0.90% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FAXEX Fidelity Advisor Freedom Blend 2065 Fund Class M | 1.16% | 1.23% | 1.24% | 1.89% | 1.77% | 0.74% | 1.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VDEQX Vanguard Diversified Equity Fund | 0.90% | 0.93% | 0.92% | 0.71% | 0.60% | 0.75% | 0.97% | 1.24% | 1.02% | 1.38% | 1.21% | 1.06% |
Drawdowns
FAXEX vs. VDEQX - Drawdown Comparison
The maximum FAXEX drawdown since its inception was -32.00%, smaller than the maximum VDEQX drawdown of -59.37%. Use the drawdown chart below to compare losses from any high point for FAXEX and VDEQX. For additional features, visit the drawdowns tool.
Volatility
FAXEX vs. VDEQX - Volatility Comparison
Fidelity Advisor Freedom Blend 2065 Fund Class M (FAXEX) and Vanguard Diversified Equity Fund (VDEQX) have volatilities of 2.95% and 2.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.