FDEEX vs. VFFVX
Compare and contrast key facts about Fidelity Freedom 2055 Fund (FDEEX) and Vanguard Target Retirement 2055 Fund (VFFVX).
FDEEX is managed by Fidelity. It was launched on Jun 1, 2011. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDEEX or VFFVX.
Performance
FDEEX vs. VFFVX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FDEEX having a 16.40% return and VFFVX slightly lower at 16.32%. Over the past 10 years, FDEEX has underperformed VFFVX with an annualized return of 5.11%, while VFFVX has yielded a comparatively higher 8.77% annualized return.
FDEEX
16.40%
0.80%
6.26%
23.43%
5.57%
5.11%
VFFVX
16.32%
1.30%
7.88%
23.16%
10.21%
8.77%
Key characteristics
| FDEEX | VFFVX | |
|---|---|---|
| Sharpe Ratio | 2.06 | 2.12 |
| Sortino Ratio | 2.86 | 2.94 |
| Omega Ratio | 1.37 | 1.39 |
| Calmar Ratio | 1.15 | 3.26 |
| Martin Ratio | 12.83 | 13.37 |
| Ulcer Index | 1.83% | 1.73% |
| Daily Std Dev | 11.40% | 10.91% |
| Max Drawdown | -35.11% | -31.40% |
| Current Drawdown | -1.80% | -0.94% |
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FDEEX vs. VFFVX - Expense Ratio Comparison
FDEEX has a 0.75% expense ratio, which is higher than VFFVX's 0.08% expense ratio.
Correlation
The correlation between FDEEX and VFFVX 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
FDEEX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund (FDEEX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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
FDEEX vs. VFFVX - Dividend Comparison
FDEEX's dividend yield for the trailing twelve months is around 1.07%, less than VFFVX's 1.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEEX Fidelity Freedom 2055 Fund | 1.07% | 1.25% | 2.11% | 2.24% | 1.01% | 1.48% | 1.58% | 1.10% | 1.38% | 3.59% | 6.52% | 5.45% |
VFFVX Vanguard Target Retirement 2055 Fund | 1.87% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% | 1.57% |
Drawdowns
FDEEX vs. VFFVX - Drawdown Comparison
The maximum FDEEX drawdown since its inception was -35.11%, which is greater than VFFVX's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for FDEEX and VFFVX. For additional features, visit the drawdowns tool.
Volatility
FDEEX vs. VFFVX - Volatility Comparison
Fidelity Freedom 2055 Fund (FDEEX) has a higher volatility of 3.12% compared to Vanguard Target Retirement 2055 Fund (VFFVX) at 2.84%. This indicates that FDEEX's price experiences larger fluctuations and is considered to be riskier than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.