Correlation
The correlation between FHAUX and SMGIX is 0.89, 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.
FHAUX vs. SMGIX
Compare and contrast key facts about Fidelity Freedom Blend 2025 Fund (FHAUX) and Columbia Contrarian Core Fund (SMGIX).
FHAUX is managed by Fidelity. It was launched on Aug 31, 2018. SMGIX is managed by Columbia Threadneedle. It was launched on Dec 14, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHAUX or SMGIX.
Performance
FHAUX vs. SMGIX - Performance Comparison
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Key characteristics
FHAUX:
0.90
SMGIX:
0.56
FHAUX:
1.20
SMGIX:
0.82
FHAUX:
1.16
SMGIX:
1.12
FHAUX:
0.87
SMGIX:
0.49
FHAUX:
3.85
SMGIX:
1.81
FHAUX:
2.16%
SMGIX:
5.44%
FHAUX:
10.24%
SMGIX:
20.04%
FHAUX:
-27.57%
SMGIX:
-50.62%
FHAUX:
-0.09%
SMGIX:
-4.42%
Returns By Period
In the year-to-date period, FHAUX achieves a 4.73% return, which is significantly higher than SMGIX's 0.62% return.
FHAUX
4.73%
2.84%
1.78%
8.63%
6.43%
4.99%
N/A
SMGIX
0.62%
5.85%
-1.28%
10.24%
14.82%
15.79%
12.28%
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FHAUX vs. SMGIX - Expense Ratio Comparison
FHAUX has a 0.45% expense ratio, which is lower than SMGIX's 0.75% expense ratio.
Risk-Adjusted Performance
FHAUX vs. SMGIX — Risk-Adjusted Performance Rank
FHAUX
SMGIX
FHAUX vs. SMGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2025 Fund (FHAUX) and Columbia Contrarian Core Fund (SMGIX). 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
FHAUX vs. SMGIX - Dividend Comparison
FHAUX's dividend yield for the trailing twelve months is around 2.23%, less than SMGIX's 9.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHAUX Fidelity Freedom Blend 2025 Fund | 2.23% | 2.23% | 2.30% | 5.51% | 6.83% | 4.32% | 3.10% | 2.25% | 0.00% | 0.00% | 0.00% | 0.00% |
SMGIX Columbia Contrarian Core Fund | 9.63% | 9.69% | 3.08% | 10.62% | 13.70% | 7.69% | 5.87% | 10.17% | 5.84% | 1.67% | 5.86% | 7.28% |
Drawdowns
FHAUX vs. SMGIX - Drawdown Comparison
The maximum FHAUX drawdown since its inception was -27.57%, smaller than the maximum SMGIX drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for FHAUX and SMGIX.
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Volatility
FHAUX vs. SMGIX - Volatility Comparison
The current volatility for Fidelity Freedom Blend 2025 Fund (FHAUX) is 2.19%, while Columbia Contrarian Core Fund (SMGIX) has a volatility of 4.91%. This indicates that FHAUX experiences smaller price fluctuations and is considered to be less risky than SMGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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