FFTHX vs. FAGIX
Compare and contrast key facts about Fidelity Freedom 2035 Fund (FFTHX) and Fidelity Capital & Income Fund (FAGIX).
FFTHX is managed by Fidelity. It was launched on Nov 6, 2003. 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: FFTHX or FAGIX.
Performance
FFTHX vs. FAGIX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FFTHX having a 11.25% return and FAGIX slightly lower at 10.92%. Over the past 10 years, FFTHX has underperformed FAGIX with an annualized return of 3.84%, while FAGIX has yielded a comparatively higher 5.07% annualized return.
FFTHX
11.25%
-2.36%
3.99%
18.20%
3.25%
3.84%
FAGIX
10.92%
0.09%
5.63%
15.80%
4.92%
5.07%
Key characteristics
| FFTHX | FAGIX | |
|---|---|---|
| Sharpe Ratio | 2.03 | 3.25 |
| Sortino Ratio | 2.91 | 4.97 |
| Omega Ratio | 1.37 | 1.71 |
| Calmar Ratio | 0.87 | 1.48 |
| Martin Ratio | 12.88 | 22.75 |
| Ulcer Index | 1.47% | 0.68% |
| Daily Std Dev | 9.30% | 4.75% |
| Max Drawdown | -50.94% | -37.80% |
| Current Drawdown | -7.12% | -1.06% |
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FFTHX vs. FAGIX - Expense Ratio Comparison
FFTHX has a 0.71% expense ratio, which is higher than FAGIX's 0.67% expense ratio.
Correlation
The correlation between FFTHX and FAGIX is 0.72, 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
FFTHX vs. FAGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2035 Fund (FFTHX) 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
FFTHX vs. FAGIX - Dividend Comparison
FFTHX's dividend yield for the trailing twelve months is around 1.50%, less than FAGIX's 5.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFTHX Fidelity Freedom 2035 Fund | 1.50% | 1.60% | 2.27% | 2.30% | 1.06% | 1.53% | 1.67% | 1.12% | 1.40% | 4.20% | 9.03% | 7.08% |
FAGIX Fidelity Capital & Income Fund | 5.04% | 5.29% | 4.85% | 3.41% | 3.78% | 4.25% | 5.27% | 4.01% | 4.12% | 5.00% | 8.04% | 5.47% |
Drawdowns
FFTHX vs. FAGIX - Drawdown Comparison
The maximum FFTHX drawdown since its inception was -50.94%, which is greater than FAGIX's maximum drawdown of -37.80%. Use the drawdown chart below to compare losses from any high point for FFTHX and FAGIX. For additional features, visit the drawdowns tool.
Volatility
FFTHX vs. FAGIX - Volatility Comparison
Fidelity Freedom 2035 Fund (FFTHX) has a higher volatility of 2.63% compared to Fidelity Capital & Income Fund (FAGIX) at 1.23%. This indicates that FFTHX'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.