FHASX vs. FBALX

In the year-to-date period, FHASX achieves a 4.66% return, which is significantly higher than FBALX's 1.34% return.

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FHASX has a 0.48% expense ratio, which is lower than FBALX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2035 Fund (FHASX) and Fidelity Balanced Fund (FBALX). 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.

The current FHASX Sharpe Ratio is 0.61, which is higher than the FBALX Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of FHASX and FBALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FHASX's dividend yield for the trailing twelve months is around 1.91%, more than FBALX's 1.82% yield.

The maximum FHASX drawdown since its inception was -30.82%, smaller than the maximum FBALX drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for FHASX and FBALX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Freedom Blend 2035 Fund (FHASX) is 2.70%, while Fidelity Balanced Fund (FBALX) has a volatility of 3.44%. This indicates that FHASX experiences smaller price fluctuations and is considered to be less risky than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.