FBIFX vs. AGTHX

In the year-to-date period, FBIFX achieves a 3.57% return, which is significantly higher than AGTHX's 1.17% return. Over the past 10 years, FBIFX has underperformed AGTHX with an annualized return of 6.55%, while AGTHX has yielded a comparatively higher 12.63% annualized return.

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FBIFX has a 0.12% expense ratio, which is lower than AGTHX's 0.61% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2040 Fund Investor Class (FBIFX) and American Funds The Growth Fund of America Class A (AGTHX). 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 FBIFX Sharpe Ratio is 0.73, which is comparable to the AGTHX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of FBIFX and AGTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBIFX's dividend yield for the trailing twelve months is around 1.92%, less than AGTHX's 8.88% yield.

The maximum FBIFX drawdown since its inception was -38.83%, smaller than the maximum AGTHX drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for FBIFX and AGTHX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Freedom Index 2040 Fund Investor Class (FBIFX) is 3.98%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.94%. This indicates that FBIFX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.