FAXFX vs. VLXVX

In the year-to-date period, FAXFX achieves a 5.86% return, which is significantly higher than VLXVX's 5.41% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FAXFX has a 0.49% expense ratio, which is higher than VLXVX's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2065 Fund Class I (FAXFX) and Vanguard Target Retirement 2065 Fund (VLXVX). 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.

The current FAXFX Sharpe Ratio is 0.70, which is comparable to the VLXVX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of FAXFX and VLXVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FAXFX's dividend yield for the trailing twelve months is around 2.97%, more than VLXVX's 2.00% yield.

The maximum FAXFX drawdown since its inception was -31.34%, roughly equal to the maximum VLXVX drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for FAXFX and VLXVX.

Fidelity Advisor Freedom Blend 2065 Fund Class I (FAXFX) and Vanguard Target Retirement 2065 Fund (VLXVX) have volatilities of 3.47% and 3.34%, 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.