FFTWX vs. FXAIX
Compare and contrast key facts about Fidelity Freedom 2025 Fund (FFTWX) and Fidelity 500 Index Fund (FXAIX).
FFTWX is managed by Fidelity. It was launched on Nov 6, 2003. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFTWX or FXAIX.
Performance
FFTWX vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, FFTWX achieves a 9.34% return, which is significantly lower than FXAIX's 25.57% return. Over the past 10 years, FFTWX has underperformed FXAIX with an annualized return of 6.49%, while FXAIX has yielded a comparatively higher 13.04% annualized return.
FFTWX
9.34%
-1.18%
4.26%
15.50%
6.20%
6.49%
FXAIX
25.57%
1.18%
12.23%
32.20%
15.59%
13.04%
Key characteristics
| FFTWX | FXAIX | |
|---|---|---|
| Sharpe Ratio | 1.97 | 2.61 |
| Sortino Ratio | 2.87 | 3.49 |
| Omega Ratio | 1.36 | 1.49 |
| Calmar Ratio | 1.35 | 3.78 |
| Martin Ratio | 11.64 | 17.01 |
| Ulcer Index | 1.32% | 1.88% |
| Daily Std Dev | 7.79% | 12.24% |
| Max Drawdown | -44.91% | -33.79% |
| Current Drawdown | -2.20% | -1.35% |
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FFTWX vs. FXAIX - Expense Ratio Comparison
FFTWX has a 0.62% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Correlation
The correlation between FFTWX and FXAIX is 0.90, 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
FFTWX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2025 Fund (FFTWX) and Fidelity 500 Index Fund (FXAIX). 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
FFTWX vs. FXAIX - Dividend Comparison
FFTWX's dividend yield for the trailing twelve months is around 2.01%, more than FXAIX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFTWX Fidelity Freedom 2025 Fund | 2.01% | 2.05% | 2.89% | 2.42% | 1.09% | 1.72% | 1.84% | 1.28% | 1.63% | 4.17% | 8.80% | 5.88% |
FXAIX Fidelity 500 Index Fund | 1.23% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FFTWX vs. FXAIX - Drawdown Comparison
The maximum FFTWX drawdown since its inception was -44.91%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FFTWX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FFTWX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Freedom 2025 Fund (FFTWX) is 2.16%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.06%. This indicates that FFTWX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.