FHFAX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Freedom 2055 Fund Class A (FHFAX) and Fidelity 500 Index Fund (FXAIX).
FHFAX is managed by Fidelity. It was launched on Jun 1, 2011. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FHFAX vs. FXAIX - Performance Comparison
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FHFAX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHFAX Fidelity Advisor Freedom 2055 Fund Class A | -1.09% | 22.74% | 13.42% | 18.88% | -18.20% | 15.74% | 17.26% | 26.38% | -8.52% | 21.37% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FHFAX achieves a -1.09% return, which is significantly higher than FXAIX's -4.34% return. Over the past 10 years, FHFAX has underperformed FXAIX with an annualized return of 10.70%, while FXAIX has yielded a comparatively higher 14.08% annualized return.
FHFAX
- 1D
- 3.11%
- 1M
- -5.99%
- YTD
- -1.09%
- 6M
- 1.87%
- 1Y
- 20.20%
- 3Y*
- 15.49%
- 5Y*
- 7.78%
- 10Y*
- 10.70%
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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FHFAX vs. FXAIX - Expense Ratio Comparison
FHFAX has a 1.00% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FHFAX vs. FXAIX — Risk / Return Rank
FHFAX
FXAIX
FHFAX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2055 Fund Class A (FHFAX) and Fidelity 500 Index Fund (FXAIX). 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.
| FHFAX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.97 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.49 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 1.52 | +0.34 |
Martin ratioReturn relative to average drawdown | 8.04 | 7.30 | +0.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FHFAX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.97 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.70 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.78 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.76 | -0.16 |
Correlation
The correlation between FHFAX and FXAIX is 0.94, 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.
Dividends
FHFAX vs. FXAIX - Dividend Comparison
FHFAX's dividend yield for the trailing twelve months is around 5.25%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHFAX Fidelity Advisor Freedom 2055 Fund Class A | 5.25% | 5.19% | 1.28% | 1.57% | 10.67% | 9.08% | 4.81% | 6.33% | 9.98% | 3.29% | 4.16% | 4.12% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FHFAX vs. FXAIX - Drawdown Comparison
The maximum FHFAX drawdown since its inception was -31.27%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FHFAX and FXAIX.
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Drawdown Indicators
| FHFAX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.27% | -33.79% | +2.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.13% | -12.13% | +1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -27.45% | -24.50% | -2.95% |
Max Drawdown (10Y)Largest decline over 10 years | -31.27% | -33.79% | +2.52% |
Current DrawdownCurrent decline from peak | -7.11% | -6.23% | -0.88% |
Average DrawdownAverage peak-to-trough decline | -4.83% | -3.83% | -1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.53% | +0.04% |
Volatility
FHFAX vs. FXAIX - Volatility Comparison
Fidelity Advisor Freedom 2055 Fund Class A (FHFAX) has a higher volatility of 6.63% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that FHFAX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHFAX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.63% | 5.34% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 9.53% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.04% | 18.32% | -2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.84% | 16.92% | -2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.42% | 18.05% | -2.63% |