FCFEX vs. FRKMX
Compare and contrast key facts about Fidelity Advisor Freedom 2030 Fund Class C (FCFEX) and Fidelity Managed Retirement Income Fund Class K (FRKMX).
FCFEX is managed by Fidelity. It was launched on Jul 24, 2003. FRKMX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
FCFEX vs. FRKMX - Performance Comparison
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FCFEX vs. FRKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FCFEX Fidelity Advisor Freedom 2030 Fund Class C | -2.62% | 16.07% | 7.91% | 13.41% | -17.69% | 10.12% | 13.99% | 7.18% |
FRKMX Fidelity Managed Retirement Income Fund Class K | -0.48% | 9.91% | 4.40% | 8.17% | -11.57% | 2.88% | 8.68% | 3.08% |
Returns By Period
In the year-to-date period, FCFEX achieves a -2.62% return, which is significantly lower than FRKMX's -0.48% return.
FCFEX
- 1D
- 0.07%
- 1M
- -6.76%
- YTD
- -2.62%
- 6M
- -0.66%
- 1Y
- 11.65%
- 3Y*
- 9.54%
- 5Y*
- 4.06%
- 10Y*
- 7.35%
FRKMX
- 1D
- 0.26%
- 1M
- -3.17%
- YTD
- -0.48%
- 6M
- 0.79%
- 1Y
- 7.15%
- 3Y*
- 6.03%
- 5Y*
- 2.48%
- 10Y*
- —
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FCFEX vs. FRKMX - Expense Ratio Comparison
FCFEX has a 1.66% expense ratio, which is higher than FRKMX's 0.35% expense ratio.
Return for Risk
FCFEX vs. FRKMX — Risk / Return Rank
FCFEX
FRKMX
FCFEX vs. FRKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2030 Fund Class C (FCFEX) and Fidelity Managed Retirement Income Fund Class K (FRKMX). 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.
| FCFEX | FRKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.59 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.58 | 2.20 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.32 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 2.13 | -0.74 |
Martin ratioReturn relative to average drawdown | 5.89 | 8.58 | -2.70 |
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
| FCFEX | FRKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.59 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.48 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.69 | -0.32 |
Correlation
The correlation between FCFEX and FRKMX is 0.83, 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
FCFEX vs. FRKMX - Dividend Comparison
FCFEX's dividend yield for the trailing twelve months is around 7.06%, more than FRKMX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCFEX Fidelity Advisor Freedom 2030 Fund Class C | 7.06% | 6.88% | 2.19% | 1.22% | 8.43% | 9.08% | 5.96% | 6.34% | 10.10% | 4.87% | 4.12% | 3.76% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 3.27% | 3.11% | 3.12% | 2.92% | 4.66% | 3.65% | 2.56% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FCFEX vs. FRKMX - Drawdown Comparison
The maximum FCFEX drawdown since its inception was -54.26%, which is greater than FRKMX's maximum drawdown of -16.04%. Use the drawdown chart below to compare losses from any high point for FCFEX and FRKMX.
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Drawdown Indicators
| FCFEX | FRKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.26% | -16.04% | -38.22% |
Max Drawdown (1Y)Largest decline over 1 year | -7.77% | -3.42% | -4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -25.02% | -16.04% | -8.98% |
Max Drawdown (10Y)Largest decline over 10 years | -25.03% | — | — |
Current DrawdownCurrent decline from peak | -7.00% | -3.17% | -3.83% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -3.64% | -4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 0.85% | +0.98% |
Volatility
FCFEX vs. FRKMX - Volatility Comparison
Fidelity Advisor Freedom 2030 Fund Class C (FCFEX) has a higher volatility of 4.00% compared to Fidelity Managed Retirement Income Fund Class K (FRKMX) at 1.96%. This indicates that FCFEX's price experiences larger fluctuations and is considered to be riskier than FRKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCFEX | FRKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 1.96% | +2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 6.38% | 2.86% | +3.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.59% | 4.58% | +6.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.64% | 5.22% | +5.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.46% | 5.13% | +6.33% |