FFVFX vs. VBIAX
Compare and contrast key facts about Fidelity Freedom 2015 Fund (FFVFX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
FFVFX is managed by Fidelity. It was launched on Nov 6, 2003. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFVFX or VBIAX.
Correlation
The correlation between FFVFX and VBIAX is 0.92, 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
FFVFX vs. VBIAX - Performance Comparison
Key characteristics
FFVFX:
1.32
VBIAX:
1.83
FFVFX:
1.91
VBIAX:
2.54
FFVFX:
1.24
VBIAX:
1.33
FFVFX:
0.56
VBIAX:
3.28
FFVFX:
5.59
VBIAX:
9.98
FFVFX:
1.44%
VBIAX:
1.55%
FFVFX:
6.11%
VBIAX:
8.45%
FFVFX:
-35.81%
VBIAX:
-35.90%
FFVFX:
-7.28%
VBIAX:
-0.43%
Returns By Period
The year-to-date returns for both stocks are quite close, with FFVFX having a 2.98% return and VBIAX slightly lower at 2.89%. Over the past 10 years, FFVFX has underperformed VBIAX with an annualized return of 1.34%, while VBIAX has yielded a comparatively higher 8.24% annualized return.
FFVFX
2.98%
1.38%
1.77%
8.27%
0.33%
1.34%
VBIAX
2.89%
0.77%
6.11%
15.97%
8.21%
8.24%
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FFVFX vs. VBIAX - Expense Ratio Comparison
FFVFX has a 0.54% expense ratio, which is higher than VBIAX's 0.07% expense ratio.
Risk-Adjusted Performance
FFVFX vs. VBIAX — Risk-Adjusted Performance Rank
FFVFX
VBIAX
FFVFX vs. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2015 Fund (FFVFX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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
FFVFX vs. VBIAX - Dividend Comparison
FFVFX's dividend yield for the trailing twelve months is around 2.76%, less than VBIAX's 5.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFVFX Fidelity Freedom 2015 Fund | 2.76% | 2.85% | 2.47% | 3.25% | 2.49% | 1.17% | 1.89% | 2.02% | 1.40% | 1.74% | 4.15% | 8.18% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.12% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% |
Drawdowns
FFVFX vs. VBIAX - Drawdown Comparison
The maximum FFVFX drawdown since its inception was -35.81%, roughly equal to the maximum VBIAX drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for FFVFX and VBIAX. For additional features, visit the drawdowns tool.
Volatility
FFVFX vs. VBIAX - Volatility Comparison
The current volatility for Fidelity Freedom 2015 Fund (FFVFX) is 1.47%, while Vanguard Balanced Index Fund Admiral Shares (VBIAX) has a volatility of 1.94%. This indicates that FFVFX experiences smaller price fluctuations and is considered to be less risky than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.