FAXFX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Freedom Blend 2065 Fund Class I (FAXFX) and Fidelity 500 Index Fund (FXAIX).
FAXFX is managed by Fidelity. It was launched on Jun 28, 2019. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FAXFX vs. FXAIX - Performance Comparison
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FAXFX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FAXFX Fidelity Advisor Freedom Blend 2065 Fund Class I | -3.68% | 22.69% | 13.56% | 20.40% | -18.12% | 16.23% | 17.84% | 9.05% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 10.92% |
Returns By Period
In the year-to-date period, FAXFX achieves a -3.68% return, which is significantly higher than FXAIX's -7.05% return.
FAXFX
- 1D
- -0.33%
- 1M
- -9.15%
- YTD
- -3.68%
- 6M
- -0.36%
- 1Y
- 18.27%
- 3Y*
- 14.65%
- 5Y*
- 7.92%
- 10Y*
- —
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FAXFX vs. FXAIX - Expense Ratio Comparison
FAXFX has a 0.49% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FAXFX vs. FXAIX — Risk / Return Rank
FAXFX
FXAIX
FAXFX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2065 Fund Class I (FAXFX) and Fidelity 500 Index Fund (FXAIX). 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.
| FAXFX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.84 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.30 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.20 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.05 | +0.39 |
Martin ratioReturn relative to average drawdown | 6.55 | 5.13 | +1.42 |
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
| FAXFX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.84 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.68 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.75 | -0.13 |
Correlation
The correlation between FAXFX and FXAIX 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
FAXFX vs. FXAIX - Dividend Comparison
FAXFX's dividend yield for the trailing twelve months is around 2.54%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAXFX Fidelity Advisor Freedom Blend 2065 Fund Class I | 2.54% | 2.45% | 2.80% | 1.91% | 6.39% | 6.85% | 3.41% | 2.79% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FAXFX vs. FXAIX - Drawdown Comparison
The maximum FAXFX drawdown since its inception was -31.34%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FAXFX and FXAIX.
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Drawdown Indicators
| FAXFX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.34% | -33.79% | +2.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.34% | -12.13% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -27.77% | -24.50% | -3.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -9.69% | -8.89% | -0.80% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -3.83% | -2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.50% | 0.00% |
Volatility
FAXFX vs. FXAIX - Volatility Comparison
Fidelity Advisor Freedom Blend 2065 Fund Class I (FAXFX) has a higher volatility of 5.56% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FAXFX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAXFX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 4.24% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 9.08% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.02% | 18.13% | -2.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.96% | 16.88% | -1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.28% | 18.03% | -0.75% |