FFFHX vs. FAGIX
Compare and contrast key facts about Fidelity Freedom 2050 Fund (FFFHX) and Fidelity Capital & Income Fund (FAGIX).
FFFHX is managed by Fidelity. It was launched on Jun 1, 2006. FAGIX is managed by Fidelity. It was launched on Nov 1, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFFHX or FAGIX.
Key characteristics
| FFFHX | FAGIX | |
|---|---|---|
| YTD Return | 16.20% | 11.57% |
| 1Y Return | 24.61% | 16.48% |
| 3Y Return (Ann) | -0.81% | 1.40% |
| 5Y Return (Ann) | 5.17% | 5.00% |
| 10Y Return (Ann) | 4.82% | 5.09% |
| Sharpe Ratio | 2.38 | 3.46 |
| Sortino Ratio | 3.32 | 5.30 |
| Omega Ratio | 1.43 | 1.77 |
| Calmar Ratio | 1.25 | 1.54 |
| Martin Ratio | 15.31 | 24.28 |
| Ulcer Index | 1.79% | 0.68% |
| Daily Std Dev | 11.50% | 4.82% |
| Max Drawdown | -55.81% | -37.80% |
| Current Drawdown | -2.60% | -0.48% |
Correlation
The correlation between FFFHX and FAGIX is 0.74, 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
FFFHX vs. FAGIX - Performance Comparison
In the year-to-date period, FFFHX achieves a 16.20% return, which is significantly higher than FAGIX's 11.57% return. Over the past 10 years, FFFHX has underperformed FAGIX with an annualized return of 4.82%, while FAGIX has yielded a comparatively higher 5.09% annualized return. 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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FFFHX vs. FAGIX - Expense Ratio Comparison
FFFHX has a 0.75% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Risk-Adjusted Performance
FFFHX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2050 Fund (FFFHX) and Fidelity Capital & Income Fund (FAGIX). 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
FFFHX vs. FAGIX - Dividend Comparison
FFFHX's dividend yield for the trailing twelve months is around 1.09%, less than FAGIX's 5.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFFHX Fidelity Freedom 2050 Fund | 1.09% | 1.27% | 2.12% | 2.26% | 1.04% | 1.49% | 1.64% | 1.11% | 1.42% | 4.26% | 11.75% | 7.62% |
FAGIX Fidelity Capital & Income Fund | 5.01% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.27% | 4.01% | 4.12% | 5.00% | 8.04% | 5.47% |
Drawdowns
FFFHX vs. FAGIX - Drawdown Comparison
The maximum FFFHX drawdown since its inception was -55.81%, which is greater than FAGIX's maximum drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FFFHX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
FFFHX vs. FAGIX - Volatility Comparison
Fidelity Freedom 2050 Fund (FFFHX) has a higher volatility of 3.12% compared to Fidelity Capital & Income Fund (FAGIX) at 1.16%. This indicates that FFFHX's price experiences larger fluctuations and is considered to be riskier than FAGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.