FDTKX vs. FXIFX
Compare and contrast key facts about Fidelity Freedom 2025 Fund Class K6 (FDTKX) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX).
FDTKX is managed by Fidelity. It was launched on Nov 6, 2003. FXIFX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDTKX or FXIFX.
Key characteristics
| FDTKX | FXIFX | |
|---|---|---|
| YTD Return | 10.32% | 10.49% |
| 1Y Return | 19.73% | 20.01% |
| 3Y Return (Ann) | 1.32% | 1.78% |
| 5Y Return (Ann) | 6.63% | 6.79% |
| Sharpe Ratio | 2.51 | 2.52 |
| Sortino Ratio | 3.67 | 3.69 |
| Omega Ratio | 1.47 | 1.48 |
| Calmar Ratio | 1.44 | 1.58 |
| Martin Ratio | 15.93 | 16.07 |
| Ulcer Index | 1.25% | 1.25% |
| Daily Std Dev | 7.95% | 7.96% |
| Max Drawdown | -23.54% | -23.90% |
| Current Drawdown | -1.52% | -1.60% |
Correlation
The correlation between FDTKX and FXIFX is 0.98, 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
FDTKX vs. FXIFX - Performance Comparison
The year-to-date returns for both investments are quite close, with FDTKX having a 10.32% return and FXIFX slightly higher at 10.49%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FDTKX vs. FXIFX - Expense Ratio Comparison
FDTKX has a 0.44% expense ratio, which is higher than FXIFX's 0.12% expense ratio.
Risk-Adjusted Performance
FDTKX vs. FXIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2025 Fund Class K6 (FDTKX) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX). 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
FDTKX vs. FXIFX - Dividend Comparison
FDTKX's dividend yield for the trailing twelve months is around 2.32%, more than FXIFX's 2.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDTKX Fidelity Freedom 2025 Fund Class K6 | 2.32% | 2.37% | 3.14% | 2.63% | 1.31% | 1.97% | 2.27% | 1.29% | 0.00% | 0.00% | 0.00% | 0.00% |
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | 2.09% | 2.26% | 2.22% | 1.53% | 1.41% | 1.92% | 2.19% | 1.76% | 1.90% | 2.02% | 4.87% | 0.26% |
Drawdowns
FDTKX vs. FXIFX - Drawdown Comparison
The maximum FDTKX drawdown since its inception was -23.54%, roughly equal to the maximum FXIFX drawdown of -23.90%. Use the drawdown chart below to compare losses from any high point for FDTKX and FXIFX. For additional features, visit the drawdowns tool.
Volatility
FDTKX vs. FXIFX - Volatility Comparison
Fidelity Freedom 2025 Fund Class K6 (FDTKX) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) have volatilities of 1.88% and 1.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.