FDEEX vs. DRIKX
Compare and contrast key facts about Fidelity Freedom 2055 Fund (FDEEX) and Dimensional 2055 Target Date Retirement Income Fund (DRIKX).
FDEEX is managed by Fidelity. It was launched on Jun 1, 2011. DRIKX is managed by Dimensional. It was launched on Nov 1, 2015.
Performance
FDEEX vs. DRIKX - Performance Comparison
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FDEEX vs. DRIKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEEX Fidelity Freedom 2055 Fund | -0.48% | 23.74% | 14.02% | 20.55% | -19.19% | 16.57% | 18.26% | 25.35% | -8.92% | 22.32% |
DRIKX Dimensional 2055 Target Date Retirement Income Fund | -1.28% | 19.29% | 17.19% | 21.26% | -15.32% | 21.28% | 14.20% | 25.63% | -9.16% | 21.59% |
Returns By Period
In the year-to-date period, FDEEX achieves a -0.48% return, which is significantly higher than DRIKX's -1.28% return. Both investments have delivered pretty close results over the past 10 years, with FDEEX having a 11.10% annualized return and DRIKX not far ahead at 11.39%.
FDEEX
- 1D
- 3.14%
- 1M
- -5.78%
- YTD
- -0.48%
- 6M
- 2.99%
- 1Y
- 22.53%
- 3Y*
- 16.48%
- 5Y*
- 8.29%
- 10Y*
- 11.10%
DRIKX
- 1D
- 2.63%
- 1M
- -5.28%
- YTD
- -1.28%
- 6M
- 1.46%
- 1Y
- 19.54%
- 3Y*
- 16.26%
- 5Y*
- 9.79%
- 10Y*
- 11.39%
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FDEEX vs. DRIKX - Expense Ratio Comparison
FDEEX has a 0.75% expense ratio, which is higher than DRIKX's 0.22% expense ratio.
Return for Risk
FDEEX vs. DRIKX — Risk / Return Rank
FDEEX
DRIKX
FDEEX vs. DRIKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund (FDEEX) and Dimensional 2055 Target Date Retirement Income Fund (DRIKX). 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.
| FDEEX | DRIKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 1.36 | +0.07 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.99 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.30 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.18 | +0.87 |
Martin ratioReturn relative to average drawdown | 9.03 | 5.46 | +3.57 |
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
| FDEEX | DRIKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 1.36 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.68 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.73 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.73 | -0.10 |
Correlation
The correlation between FDEEX and DRIKX is 0.96, 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
FDEEX vs. DRIKX - Dividend Comparison
FDEEX's dividend yield for the trailing twelve months is around 3.89%, more than DRIKX's 1.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEEX Fidelity Freedom 2055 Fund | 3.89% | 3.87% | 1.73% | 1.91% | 10.33% | 11.20% | 4.20% | 6.23% | 6.68% | 3.59% | 3.52% | 4.99% |
DRIKX Dimensional 2055 Target Date Retirement Income Fund | 1.50% | 1.24% | 2.44% | 3.19% | 3.92% | 2.37% | 2.41% | 2.12% | 2.27% | 1.18% | 1.39% | 0.00% |
Drawdowns
FDEEX vs. DRIKX - Drawdown Comparison
The maximum FDEEX drawdown since its inception was -31.00%, smaller than the maximum DRIKX drawdown of -33.48%. Use the drawdown chart below to compare losses from any high point for FDEEX and DRIKX.
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Drawdown Indicators
| FDEEX | DRIKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.00% | -33.48% | +2.48% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -11.28% | +0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -23.49% | -3.85% |
Max Drawdown (10Y)Largest decline over 10 years | -31.00% | -33.48% | +2.48% |
Current DrawdownCurrent decline from peak | -6.95% | -6.19% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -4.30% | -0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 3.00% | -0.46% |
Volatility
FDEEX vs. DRIKX - Volatility Comparison
Fidelity Freedom 2055 Fund (FDEEX) has a higher volatility of 6.69% compared to Dimensional 2055 Target Date Retirement Income Fund (DRIKX) at 5.32%. This indicates that FDEEX's price experiences larger fluctuations and is considered to be riskier than DRIKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDEEX | DRIKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.69% | 5.32% | +1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.02% | 8.59% | +1.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 16.17% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.90% | 14.80% | +0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.31% | 15.73% | -0.42% |