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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDEQX or FDEWX.
Correlation
The correlation between FDEQX and FDEWX is 0.92, 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.
Performance
FDEQX vs. FDEWX - Performance Comparison
Key characteristics
FDEQX:
0.59
FDEWX:
1.59
FDEQX:
0.84
FDEWX:
2.20
FDEQX:
1.13
FDEWX:
1.29
FDEQX:
0.89
FDEWX:
2.48
FDEQX:
2.22
FDEWX:
8.88
FDEQX:
4.86%
FDEWX:
1.94%
FDEQX:
18.42%
FDEWX:
10.83%
FDEQX:
-54.60%
FDEWX:
-34.73%
FDEQX:
-8.89%
FDEWX:
-0.31%
Returns By Period
In the year-to-date period, FDEQX achieves a 3.62% return, which is significantly lower than FDEWX's 5.05% return. Over the past 10 years, FDEQX has outperformed FDEWX with an annualized return of 8.52%, while FDEWX has yielded a comparatively lower 7.74% annualized return.
FDEQX
3.62%
-0.64%
0.22%
12.04%
10.49%
8.52%
FDEWX
5.05%
2.23%
6.71%
17.44%
9.09%
7.74%
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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.
Risk-Adjusted Performance
FDEQX vs. FDEWX — Risk-Adjusted Performance Rank
FDEQX
FDEWX
FDEQX vs. FDEWX - Risk-Adjusted Performance 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.
Dividends
FDEQX vs. FDEWX - Dividend Comparison
FDEQX's dividend yield for the trailing twelve months is around 0.27%, less than FDEWX's 1.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEQX Fidelity Disciplined Equity Fund | 0.27% | 0.28% | 0.37% | 0.26% | 0.00% | 0.02% | 0.54% | 1.75% | 1.17% | 1.46% | 7.45% | 8.86% |
FDEWX Fidelity Freedom Index 2055 Fund Investor Class | 1.88% | 1.97% | 1.92% | 1.94% | 1.51% | 1.35% | 1.69% | 2.15% | 1.69% | 2.26% | 2.29% | 1.89% |
Drawdowns
FDEQX vs. FDEWX - Drawdown Comparison
The maximum FDEQX drawdown since its inception was -54.60%, which is greater than FDEWX's maximum drawdown of -34.73%. Use the drawdown chart below to compare losses from any high point for FDEQX and FDEWX. For additional features, visit the drawdowns tool.
Volatility
FDEQX vs. FDEWX - Volatility Comparison
Fidelity Disciplined Equity Fund (FDEQX) has a higher volatility of 5.43% compared to Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) at 2.62%. 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.