FDEWX vs. FBGRX
Compare and contrast key facts about Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) and Fidelity Blue Chip Growth Fund (FBGRX).
FDEWX is managed by Fidelity. It was launched on Jun 1, 2011. FBGRX is managed by Fidelity. It was launched on Dec 31, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDEWX or FBGRX.
Correlation
The correlation between FDEWX and FBGRX is 0.90, 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
FDEWX vs. FBGRX - Performance Comparison
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Key characteristics
FDEWX:
0.76
FBGRX:
0.28
FDEWX:
1.17
FBGRX:
0.58
FDEWX:
1.17
FBGRX:
1.08
FDEWX:
0.82
FBGRX:
0.29
FDEWX:
3.61
FBGRX:
0.86
FDEWX:
3.34%
FBGRX:
9.14%
FDEWX:
15.73%
FBGRX:
28.66%
FDEWX:
-34.73%
FBGRX:
-57.42%
FDEWX:
-0.74%
FBGRX:
-8.59%
Returns By Period
In the year-to-date period, FDEWX achieves a 4.60% return, which is significantly higher than FBGRX's -4.10% return. Over the past 10 years, FDEWX has underperformed FBGRX with an annualized return of 7.46%, while FBGRX has yielded a comparatively higher 12.22% annualized return.
FDEWX
4.60%
9.20%
2.71%
11.83%
12.53%
7.46%
FBGRX
-4.10%
14.84%
-3.34%
7.88%
14.57%
12.22%
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FDEWX vs. FBGRX - Expense Ratio Comparison
FDEWX has a 0.12% expense ratio, which is lower than FBGRX's 0.79% expense ratio.
Risk-Adjusted Performance
FDEWX vs. FBGRX — Risk-Adjusted Performance Rank
FDEWX
FBGRX
FDEWX vs. FBGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.
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Dividends
FDEWX vs. FBGRX - Dividend Comparison
FDEWX's dividend yield for the trailing twelve months is around 1.90%, more than FBGRX's 0.24% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEWX Fidelity Freedom Index 2055 Fund Investor Class | 1.90% | 1.97% | 1.92% | 1.94% | 1.51% | 1.35% | 1.69% | 2.15% | 1.69% | 2.26% | 2.29% | 1.89% |
FBGRX Fidelity Blue Chip Growth Fund | 0.24% | 0.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.09% | 0.22% | 5.07% | 6.08% |
Drawdowns
FDEWX vs. FBGRX - Drawdown Comparison
The maximum FDEWX drawdown since its inception was -34.73%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for FDEWX and FBGRX. For additional features, visit the drawdowns tool.
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Volatility
FDEWX vs. FBGRX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) is 4.11%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 8.37%. This indicates that FDEWX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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