FBGLX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Freedom 2055 Fund Class Z6 (FBGLX) and Fidelity 500 Index Fund (FXAIX).
FBGLX is managed by Fidelity. It was launched on Jun 6, 2017. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGLX or FXAIX.
Correlation
The correlation between FBGLX and FXAIX is 0.92, 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
FBGLX vs. FXAIX - Performance Comparison
Key characteristics
FBGLX:
1.45
FXAIX:
1.87
FBGLX:
2.03
FXAIX:
2.52
FBGLX:
1.26
FXAIX:
1.34
FBGLX:
1.38
FXAIX:
2.83
FBGLX:
7.96
FXAIX:
11.72
FBGLX:
2.11%
FXAIX:
2.04%
FBGLX:
11.60%
FXAIX:
12.76%
FBGLX:
-34.75%
FXAIX:
-33.79%
FBGLX:
-0.56%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, FBGLX achieves a 5.82% return, which is significantly higher than FXAIX's 4.19% return.
FBGLX
5.82%
2.11%
6.45%
17.11%
5.35%
N/A
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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FBGLX vs. FXAIX - Expense Ratio Comparison
FBGLX has a 0.50% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FBGLX vs. FXAIX — Risk-Adjusted Performance Rank
FBGLX
FXAIX
FBGLX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2055 Fund Class Z6 (FBGLX) 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.
Dividends
FBGLX vs. FXAIX - Dividend Comparison
FBGLX's dividend yield for the trailing twelve months is around 1.52%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGLX Fidelity Advisor Freedom 2055 Fund Class Z6 | 1.52% | 1.61% | 1.48% | 2.20% | 2.33% | 1.13% | 1.55% | 2.31% | 1.40% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FBGLX vs. FXAIX - Drawdown Comparison
The maximum FBGLX drawdown since its inception was -34.75%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FBGLX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FBGLX vs. FXAIX - Volatility Comparison
Fidelity Advisor Freedom 2055 Fund Class Z6 (FBGLX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 3.03% and 3.00%, 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.