FBIFX vs. AGTHX
Compare and contrast key facts about Fidelity Freedom Index 2040 Fund Investor Class (FBIFX) and American Funds The Growth Fund of America Class A (AGTHX).
FBIFX is managed by Fidelity. It was launched on Oct 2, 2009. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
FBIFX vs. AGTHX - Performance Comparison
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FBIFX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBIFX Fidelity Freedom Index 2040 Fund Investor Class | -1.32% | 19.88% | 13.32% | 19.37% | -18.16% | 15.88% | 16.47% | 25.95% | -7.24% | 20.58% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, FBIFX achieves a -1.32% return, which is significantly higher than AGTHX's -8.07% return. Over the past 10 years, FBIFX has underperformed AGTHX with an annualized return of 10.44%, while AGTHX has yielded a comparatively higher 14.32% annualized return.
FBIFX
- 1D
- 2.37%
- 1M
- -5.01%
- YTD
- -1.32%
- 6M
- 1.03%
- 1Y
- 17.77%
- 3Y*
- 14.41%
- 5Y*
- 7.59%
- 10Y*
- 10.44%
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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FBIFX vs. AGTHX - Expense Ratio Comparison
FBIFX has a 0.12% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Return for Risk
FBIFX vs. AGTHX — Risk / Return Rank
FBIFX
AGTHX
FBIFX vs. AGTHX - Risk-Adjusted Trends Comparison
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.
| FBIFX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.84 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.34 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.26 | +0.57 |
Martin ratioReturn relative to average drawdown | 8.43 | 4.78 | +3.65 |
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
| FBIFX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.84 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.45 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.73 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.68 | -0.01 |
Correlation
The correlation between FBIFX and AGTHX 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
FBIFX vs. AGTHX - Dividend Comparison
FBIFX's dividend yield for the trailing twelve months is around 2.38%, less than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBIFX Fidelity Freedom Index 2040 Fund Investor Class | 2.38% | 2.35% | 2.20% | 1.97% | 2.08% | 1.96% | 2.00% | 18.26% | 2.22% | 1.82% | 1.98% | 2.02% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
FBIFX vs. AGTHX - Drawdown Comparison
The maximum FBIFX drawdown since its inception was -30.73%, smaller than the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for FBIFX and AGTHX.
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Drawdown Indicators
| FBIFX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.73% | -51.91% | +21.18% |
Max Drawdown (1Y)Largest decline over 1 year | -9.97% | -13.76% | +3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -26.12% | -36.38% | +10.26% |
Max Drawdown (10Y)Largest decline over 10 years | -30.73% | -36.38% | +5.65% |
Current DrawdownCurrent decline from peak | -5.92% | -10.70% | +4.78% |
Average DrawdownAverage peak-to-trough decline | -4.15% | -9.23% | +5.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 3.63% | -1.46% |
Volatility
FBIFX vs. AGTHX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2040 Fund Investor Class (FBIFX) is 5.25%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. 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.
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Volatility by Period
| FBIFX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 6.76% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 8.15% | 12.13% | -3.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.93% | 21.01% | -7.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.75% | 20.23% | -6.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.84% | 19.64% | -4.80% |