FFANX vs. FXIFX
Compare and contrast key facts about Fidelity Asset Manager 40% Fund (FFANX) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX).
FFANX is managed by BlackRock. It was launched on Oct 9, 2007. FXIFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
FFANX vs. FXIFX - Performance Comparison
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FFANX vs. FXIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFANX Fidelity Asset Manager 40% Fund | -0.14% | 13.16% | 7.40% | 11.52% | -13.62% | 8.03% | 13.10% | 15.81% | -4.06% | 11.25% |
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | -0.93% | 15.89% | 9.50% | 15.10% | -16.55% | 10.84% | 14.34% | 22.07% | -5.64% | 18.05% |
Returns By Period
In the year-to-date period, FFANX achieves a -0.14% return, which is significantly higher than FXIFX's -0.93% return. Over the past 10 years, FFANX has underperformed FXIFX with an annualized return of 6.28%, while FXIFX has yielded a comparatively higher 8.38% annualized return.
FFANX
- 1D
- 1.44%
- 1M
- -3.24%
- YTD
- -0.14%
- 6M
- 1.77%
- 1Y
- 12.13%
- 3Y*
- 9.01%
- 5Y*
- 4.47%
- 10Y*
- 6.28%
FXIFX
- 1D
- 1.72%
- 1M
- -4.03%
- YTD
- -0.93%
- 6M
- 0.84%
- 1Y
- 13.41%
- 3Y*
- 10.99%
- 5Y*
- 5.39%
- 10Y*
- 8.38%
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FFANX vs. FXIFX - Expense Ratio Comparison
FFANX has a 0.52% expense ratio, which is higher than FXIFX's 0.12% expense ratio.
Return for Risk
FFANX vs. FXIFX — Risk / Return Rank
FFANX
FXIFX
FFANX vs. FXIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 40% Fund (FFANX) 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.
| FFANX | FXIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.36 | +0.24 |
Sortino ratioReturn per unit of downside risk | 2.26 | 1.95 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.29 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 1.87 | +0.35 |
Martin ratioReturn relative to average drawdown | 9.23 | 8.25 | +0.99 |
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
| FFANX | FXIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.36 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.53 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.75 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.71 | -0.07 |
Correlation
The correlation between FFANX and FXIFX is 0.96, 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
FFANX vs. FXIFX - Dividend Comparison
FFANX's dividend yield for the trailing twelve months is around 3.97%, more than FXIFX's 3.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFANX Fidelity Asset Manager 40% Fund | 3.97% | 3.97% | 2.81% | 2.49% | 5.75% | 2.35% | 2.36% | 3.67% | 4.56% | 2.56% | 1.43% | 3.18% |
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | 3.37% | 3.34% | 2.67% | 2.26% | 2.69% | 2.13% | 2.40% | 16.73% | 2.13% | 1.84% | 1.94% | 2.02% |
Drawdowns
FFANX vs. FXIFX - Drawdown Comparison
The maximum FFANX drawdown since its inception was -31.69%, which is greater than FXIFX's maximum drawdown of -23.90%. Use the drawdown chart below to compare losses from any high point for FFANX and FXIFX.
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Drawdown Indicators
| FFANX | FXIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.69% | -23.90% | -7.79% |
Max Drawdown (1Y)Largest decline over 1 year | -5.67% | -7.46% | +1.79% |
Max Drawdown (5Y)Largest decline over 5 years | -18.52% | -23.28% | +4.76% |
Max Drawdown (10Y)Largest decline over 10 years | -18.52% | -23.90% | +5.38% |
Current DrawdownCurrent decline from peak | -3.83% | -4.68% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -3.63% | -0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 1.69% | -0.33% |
Volatility
FFANX vs. FXIFX - Volatility Comparison
The current volatility for Fidelity Asset Manager 40% Fund (FFANX) is 3.47%, while Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) has a volatility of 4.06%. This indicates that FFANX experiences smaller price fluctuations and is considered to be less risky than FXIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFANX | FXIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 4.06% | -0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 5.08% | 6.09% | -1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.91% | 10.21% | -2.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.80% | 10.31% | -2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.64% | 11.23% | -3.59% |