FDEQX vs. FDEWX
Compare and contrast key facts about Fidelity Disciplined Equity Fund (FDEQX) and Fidelity Freedom Index 2055 Fund Investor Class (FDEWX).
FDEQX is managed by Fidelity. It was launched on Dec 28, 1988. FDEWX is managed by Fidelity. It was launched on Jun 1, 2011.
Performance
FDEQX vs. FDEWX - Performance Comparison
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FDEQX vs. FDEWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEQX Fidelity Disciplined Equity Fund | -5.82% | 16.43% | 25.01% | 34.07% | -28.06% | 27.62% | 29.80% | 31.95% | -10.37% | 20.15% |
FDEWX Fidelity Freedom Index 2055 Fund Investor Class | -1.61% | 21.39% | 14.14% | 19.95% | -18.01% | 15.88% | 16.46% | 25.94% | -7.19% | 20.53% |
Returns By Period
In the year-to-date period, FDEQX achieves a -5.82% return, which is significantly lower than FDEWX's -1.61% return. Over the past 10 years, FDEQX has outperformed FDEWX with an annualized return of 12.57%, while FDEWX has yielded a comparatively lower 10.70% annualized return.
FDEQX
- 1D
- 3.90%
- 1M
- -6.65%
- YTD
- -5.82%
- 6M
- -4.62%
- 1Y
- 18.54%
- 3Y*
- 18.76%
- 5Y*
- 10.00%
- 10Y*
- 12.57%
FDEWX
- 1D
- 2.71%
- 1M
- -5.55%
- YTD
- -1.61%
- 6M
- 0.96%
- 1Y
- 19.16%
- 3Y*
- 15.20%
- 5Y*
- 8.09%
- 10Y*
- 10.70%
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FDEQX vs. FDEWX - Expense Ratio Comparison
FDEQX has a 0.79% expense ratio, which is higher than FDEWX's 0.12% expense ratio.
Return for Risk
FDEQX vs. FDEWX — Risk / Return Rank
FDEQX
FDEWX
FDEQX vs. FDEWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Disciplined Equity Fund (FDEQX) and Fidelity Freedom Index 2055 Fund Investor Class (FDEWX). 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.
| FDEQX | FDEWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.28 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.86 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.28 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.82 | -0.26 |
Martin ratioReturn relative to average drawdown | 6.07 | 8.25 | -2.18 |
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
| FDEQX | FDEWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.28 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.57 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.71 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.63 | -0.05 |
Correlation
The correlation between FDEQX and FDEWX is 0.93, 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
FDEQX vs. FDEWX - Dividend Comparison
FDEQX's dividend yield for the trailing twelve months is around 8.56%, more than FDEWX's 2.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEQX Fidelity Disciplined Equity Fund | 8.56% | 8.06% | 9.23% | 4.55% | 2.89% | 1.43% | 0.02% | 0.54% | 15.29% | 2.89% | 1.46% | 5.20% |
FDEWX Fidelity Freedom Index 2055 Fund Investor Class | 2.00% | 1.97% | 1.98% | 1.92% | 2.24% | 1.89% | 1.85% | 10.83% | 2.36% | 1.93% | 2.42% | 2.31% |
Drawdowns
FDEQX vs. FDEWX - Drawdown Comparison
The maximum FDEQX drawdown since its inception was -55.27%, which is greater than FDEWX's maximum drawdown of -30.69%. Use the drawdown chart below to compare losses from any high point for FDEQX and FDEWX.
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Drawdown Indicators
| FDEQX | FDEWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.27% | -30.69% | -24.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.48% | -10.82% | -1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -32.91% | -26.22% | -6.69% |
Max Drawdown (10Y)Largest decline over 10 years | -32.91% | -30.69% | -2.22% |
Current DrawdownCurrent decline from peak | -9.07% | -6.60% | -2.47% |
Average DrawdownAverage peak-to-trough decline | -9.93% | -4.26% | -5.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 2.38% | +0.82% |
Volatility
FDEQX vs. FDEWX - Volatility Comparison
Fidelity Disciplined Equity Fund (FDEQX) has a higher volatility of 7.40% compared to Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) at 5.89%. This indicates that FDEQX's price experiences larger fluctuations and is considered to be riskier than FDEWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDEQX | FDEWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.40% | 5.89% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.55% | 9.15% | +3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.20% | 15.38% | +5.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.95% | 14.32% | +5.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.94% | 15.12% | +4.82% |