FCFFX vs. VFORX
Compare and contrast key facts about Fidelity Advisor Freedom 2040 Fund Class C (FCFFX) and Vanguard Target Retirement 2040 Fund (VFORX).
FCFFX is managed by Fidelity. It was launched on Jul 24, 2003. VFORX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCFFX or VFORX.
Performance
FCFFX vs. VFORX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FCFFX having a 14.64% return and VFORX slightly lower at 14.25%. Over the past 10 years, FCFFX has underperformed VFORX with an annualized return of 2.66%, while VFORX has yielded a comparatively higher 8.15% annualized return.
FCFFX
14.64%
0.98%
6.10%
21.11%
3.28%
2.66%
VFORX
14.25%
1.06%
7.27%
20.56%
8.79%
8.15%
Key characteristics
| FCFFX | VFORX | |
|---|---|---|
| Sharpe Ratio | 1.97 | 2.12 |
| Sortino Ratio | 2.77 | 2.99 |
| Omega Ratio | 1.35 | 1.40 |
| Calmar Ratio | 0.96 | 2.72 |
| Martin Ratio | 12.26 | 13.07 |
| Ulcer Index | 1.72% | 1.57% |
| Daily Std Dev | 10.71% | 9.71% |
| Max Drawdown | -55.56% | -51.63% |
| Current Drawdown | -5.43% | -0.79% |
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FCFFX vs. VFORX - Expense Ratio Comparison
FCFFX has a 1.75% expense ratio, which is higher than VFORX's 0.08% expense ratio.
Correlation
The correlation between FCFFX and VFORX is 0.97, 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.
Risk-Adjusted Performance
FCFFX vs. VFORX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2040 Fund Class C (FCFFX) and Vanguard Target Retirement 2040 Fund (VFORX). 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
FCFFX vs. VFORX - Dividend Comparison
FCFFX's dividend yield for the trailing twelve months is around 0.58%, less than VFORX's 2.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCFFX Fidelity Advisor Freedom 2040 Fund Class C | 0.58% | 0.66% | 1.30% | 1.31% | 0.23% | 0.63% | 1.10% | 0.46% | 0.74% | 3.26% | 7.09% | 6.80% |
VFORX Vanguard Target Retirement 2040 Fund | 2.08% | 2.38% | 2.10% | 2.39% | 1.62% | 2.28% | 2.41% | 1.91% | 1.98% | 2.16% | 1.93% | 1.77% |
Drawdowns
FCFFX vs. VFORX - Drawdown Comparison
The maximum FCFFX drawdown since its inception was -55.56%, which is greater than VFORX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for FCFFX and VFORX. For additional features, visit the drawdowns tool.
Volatility
FCFFX vs. VFORX - Volatility Comparison
Fidelity Advisor Freedom 2040 Fund Class C (FCFFX) has a higher volatility of 2.93% compared to Vanguard Target Retirement 2040 Fund (VFORX) at 2.43%. This indicates that FCFFX's price experiences larger fluctuations and is considered to be riskier than VFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.