FCTKX vs. VFIFX
Compare and contrast key facts about Fidelity Freedom 2055 Fund Class K6 (FCTKX) and Vanguard Target Retirement 2050 Fund (VFIFX).
FCTKX is managed by Fidelity. It was launched on Jun 1, 2011. VFIFX 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: FCTKX or VFIFX.
Performance
FCTKX vs. VFIFX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FCTKX having a 15.88% return and VFIFX slightly lower at 15.50%.
FCTKX
15.88%
-1.62%
5.48%
22.78%
5.72%
N/A
VFIFX
15.50%
-1.00%
6.55%
22.21%
10.11%
8.75%
Key characteristics
| FCTKX | VFIFX | |
|---|---|---|
| Sharpe Ratio | 2.07 | 2.06 |
| Sortino Ratio | 2.89 | 2.93 |
| Omega Ratio | 1.37 | 1.38 |
| Calmar Ratio | 1.16 | 3.19 |
| Martin Ratio | 13.10 | 13.31 |
| Ulcer Index | 1.80% | 1.73% |
| Daily Std Dev | 11.33% | 11.15% |
| Max Drawdown | -35.02% | -51.68% |
| Current Drawdown | -2.21% | -1.64% |
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FCTKX vs. VFIFX - Expense Ratio Comparison
FCTKX has a 0.50% expense ratio, which is higher than VFIFX's 0.08% expense ratio.
Correlation
The correlation between FCTKX and VFIFX 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
FCTKX vs. VFIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund Class K6 (FCTKX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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
FCTKX vs. VFIFX - Dividend Comparison
FCTKX's dividend yield for the trailing twelve months is around 1.32%, less than VFIFX's 1.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCTKX Fidelity Freedom 2055 Fund Class K6 | 1.32% | 1.53% | 2.32% | 2.48% | 1.20% | 1.69% | 1.98% | 1.27% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIFX Vanguard Target Retirement 2050 Fund | 1.91% | 2.21% | 2.13% | 2.19% | 1.63% | 2.20% | 2.43% | 1.89% | 1.93% | 2.05% | 2.01% | 1.84% |
Drawdowns
FCTKX vs. VFIFX - Drawdown Comparison
The maximum FCTKX drawdown since its inception was -35.02%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for FCTKX and VFIFX. For additional features, visit the drawdowns tool.
Volatility
FCTKX vs. VFIFX - Volatility Comparison
Fidelity Freedom 2055 Fund Class K6 (FCTKX) has a higher volatility of 3.20% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 2.95%. This indicates that FCTKX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.