FFBSX vs. VLXVX
Compare and contrast key facts about Fidelity Freedom Blend 2065 Fund (FFBSX) and Vanguard Target Retirement 2065 Fund (VLXVX).
FFBSX is managed by Fidelity. It was launched on Jun 28, 2019. VLXVX is managed by Vanguard. It was launched on Jul 12, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFBSX or VLXVX.
Performance
FFBSX vs. VLXVX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with FFBSX having a 14.93% return and VLXVX slightly higher at 15.36%.
FFBSX
14.93%
-1.01%
5.71%
22.03%
7.33%
N/A
VLXVX
15.36%
-0.57%
6.92%
22.48%
10.03%
N/A
Key characteristics
| FFBSX | VLXVX | |
|---|---|---|
| Sharpe Ratio | 1.91 | 2.04 |
| Sortino Ratio | 2.68 | 2.83 |
| Omega Ratio | 1.34 | 1.37 |
| Calmar Ratio | 1.39 | 3.10 |
| Martin Ratio | 11.91 | 12.91 |
| Ulcer Index | 1.81% | 1.71% |
| Daily Std Dev | 11.29% | 10.82% |
| Max Drawdown | -31.65% | -31.42% |
| Current Drawdown | -2.14% | -1.76% |
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FFBSX vs. VLXVX - Expense Ratio Comparison
FFBSX has a 0.49% expense ratio, which is higher than VLXVX's 0.08% expense ratio.
Correlation
The correlation between FFBSX and VLXVX is 0.97, 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.
Risk-Adjusted Performance
FFBSX vs. VLXVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2065 Fund (FFBSX) and Vanguard Target Retirement 2065 Fund (VLXVX). 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
FFBSX vs. VLXVX - Dividend Comparison
FFBSX's dividend yield for the trailing twelve months is around 1.35%, less than VLXVX's 1.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
FFBSX Fidelity Freedom Blend 2065 Fund | 1.35% | 1.55% | 2.24% | 2.20% | 1.06% | 1.59% | 0.00% | 0.00% |
VLXVX Vanguard Target Retirement 2065 Fund | 1.78% | 2.06% | 2.00% | 1.70% | 1.45% | 1.90% | 1.85% | 0.78% |
Drawdowns
FFBSX vs. VLXVX - Drawdown Comparison
The maximum FFBSX drawdown since its inception was -31.65%, roughly equal to the maximum VLXVX drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for FFBSX and VLXVX. For additional features, visit the drawdowns tool.
Volatility
FFBSX vs. VLXVX - Volatility Comparison
Fidelity Freedom Blend 2065 Fund (FFBSX) has a higher volatility of 3.16% compared to Vanguard Target Retirement 2065 Fund (VLXVX) at 2.90%. This indicates that FFBSX's price experiences larger fluctuations and is considered to be riskier than VLXVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.