FHDEX vs. FBIFX

The year-to-date returns for both stocks are quite close, with FHDEX having a 5.47% return and FBIFX slightly lower at 5.21%.

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FHDEX has a 0.74% expense ratio, which is higher than FBIFX's 0.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2040 Fund Class A (FHDEX) and Fidelity Freedom Index 2040 Fund Investor Class (FBIFX). 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 FHDEX Sharpe Ratio is 0.72, which is comparable to the FBIFX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of FHDEX and FBIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FHDEX's dividend yield for the trailing twelve months is around 2.79%, more than FBIFX's 2.28% yield.

The maximum FHDEX drawdown since its inception was -31.34%, roughly equal to the maximum FBIFX drawdown of -30.73%. Use the drawdown chart below to compare losses from any high point for FHDEX and FBIFX.

Fidelity Advisor Freedom Blend 2040 Fund Class A (FHDEX) and Fidelity Freedom Index 2040 Fund Investor Class (FBIFX) have volatilities of 3.19% and 3.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.