Correlation
The correlation between FHATX and FXIFX is 0.91, 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.
FHATX vs. FXIFX
Compare and contrast key facts about Fidelity Freedom Blend 2030 Fund (FHATX) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX).
FHATX is managed by Fidelity. It was launched on Aug 31, 2018. FXIFX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHATX or FXIFX.
Performance
FHATX vs. FXIFX - Performance Comparison
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Key characteristics
FHATX:
0.85
FXIFX:
0.99
FHATX:
1.14
FXIFX:
1.33
FHATX:
1.16
FXIFX:
1.18
FHATX:
0.85
FXIFX:
1.01
FHATX:
3.63
FXIFX:
4.41
FHATX:
2.37%
FXIFX:
2.16%
FHATX:
11.31%
FXIFX:
10.58%
FHATX:
-24.70%
FXIFX:
-23.90%
FHATX:
-0.17%
FXIFX:
-0.05%
Returns By Period
In the year-to-date period, FHATX achieves a 4.85% return, which is significantly higher than FXIFX's 4.44% return.
FHATX
4.85%
3.28%
1.87%
9.60%
7.39%
8.15%
N/A
FXIFX
4.44%
2.96%
1.74%
10.37%
7.40%
7.64%
6.88%
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FHATX vs. FXIFX - Expense Ratio Comparison
FHATX has a 0.46% expense ratio, which is higher than FXIFX's 0.12% expense ratio.
Risk-Adjusted Performance
FHATX vs. FXIFX — Risk-Adjusted Performance Rank
FHATX
FXIFX
FHATX vs. FXIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2030 Fund (FHATX) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX). 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.
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Dividends
FHATX vs. FXIFX - Dividend Comparison
FHATX's dividend yield for the trailing twelve months is around 2.55%, less than FXIFX's 2.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHATX Fidelity Freedom Blend 2030 Fund | 2.55% | 2.15% | 2.22% | 5.37% | 7.21% | 4.53% | 3.33% | 2.92% | 0.00% | 0.00% | 0.00% | 0.00% |
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | 2.90% | 2.67% | 2.26% | 2.69% | 2.13% | 2.40% | 16.73% | 2.26% | 1.84% | 1.94% | 2.02% | 3.36% |
Drawdowns
FHATX vs. FXIFX - Drawdown Comparison
The maximum FHATX drawdown since its inception was -24.70%, roughly equal to the maximum FXIFX drawdown of -23.90%. Use the drawdown chart below to compare losses from any high point for FHATX and FXIFX.
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Volatility
FHATX vs. FXIFX - Volatility Comparison
Fidelity Freedom Blend 2030 Fund (FHATX) has a higher volatility of 2.42% compared to Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) at 2.30%. This indicates that FHATX's price experiences larger fluctuations and is considered to be riskier than FXIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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