FHATX vs. VFINX
Compare and contrast key facts about Fidelity Freedom Blend 2030 Fund (FHATX) and Vanguard 500 Index Fund Investor Shares (VFINX).
FHATX is managed by Fidelity. It was launched on Aug 31, 2018. VFINX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHATX or VFINX.
Correlation
The correlation between FHATX and VFINX 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.
Performance
FHATX vs. VFINX - Performance Comparison
Key characteristics
FHATX:
1.61
VFINX:
1.95
FHATX:
2.29
VFINX:
2.62
FHATX:
1.29
VFINX:
1.36
FHATX:
1.27
VFINX:
2.96
FHATX:
8.05
VFINX:
12.22
FHATX:
1.70%
VFINX:
2.05%
FHATX:
8.48%
VFINX:
12.79%
FHATX:
-28.44%
VFINX:
-55.25%
FHATX:
0.00%
VFINX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with FHATX having a 4.02% return and VFINX slightly higher at 4.10%.
FHATX
4.02%
3.46%
4.02%
12.00%
3.90%
N/A
VFINX
4.10%
2.85%
10.73%
23.04%
14.33%
13.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FHATX vs. VFINX - Expense Ratio Comparison
FHATX has a 0.46% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Risk-Adjusted Performance
FHATX vs. VFINX — Risk-Adjusted Performance Rank
FHATX
VFINX
FHATX vs. VFINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2030 Fund (FHATX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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
FHATX vs. VFINX - Dividend Comparison
FHATX's dividend yield for the trailing twelve months is around 2.02%, more than VFINX's 1.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHATX Fidelity Freedom Blend 2030 Fund | 2.02% | 2.10% | 2.11% | 2.62% | 2.42% | 1.14% | 1.72% | 1.59% | 0.00% | 0.00% | 0.00% | 0.00% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.10% | 1.14% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% |
Drawdowns
FHATX vs. VFINX - Drawdown Comparison
The maximum FHATX drawdown since its inception was -28.44%, smaller than the maximum VFINX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FHATX and VFINX. For additional features, visit the drawdowns tool.
Volatility
FHATX vs. VFINX - Volatility Comparison
The current volatility for Fidelity Freedom Blend 2030 Fund (FHATX) is 2.24%, while Vanguard 500 Index Fund Investor Shares (VFINX) has a volatility of 3.21%. This indicates that FHATX experiences smaller price fluctuations and is considered to be less risky than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.