FHFTX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Freedom 2055 Fund Class M (FHFTX) and Fidelity 500 Index Fund (FXAIX).
FHFTX is managed by Fidelity. It was launched on Jun 1, 2011. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHFTX or FXAIX.
Correlation
The correlation between FHFTX and FXAIX is 0.93, 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
FHFTX vs. FXAIX - Performance Comparison
Key characteristics
FHFTX:
1.36
FXAIX:
1.87
FHFTX:
1.92
FXAIX:
2.52
FHFTX:
1.24
FXAIX:
1.34
FHFTX:
1.15
FXAIX:
2.82
FHFTX:
7.46
FXAIX:
11.69
FHFTX:
2.12%
FXAIX:
2.04%
FHFTX:
11.60%
FXAIX:
12.77%
FHFTX:
-35.21%
FXAIX:
-33.79%
FHFTX:
-0.38%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, FHFTX achieves a 5.93% return, which is significantly higher than FXAIX's 4.63% return. Over the past 10 years, FHFTX has underperformed FXAIX with an annualized return of 4.11%, while FXAIX has yielded a comparatively higher 13.14% annualized return.
FHFTX
5.93%
3.62%
5.49%
16.39%
4.57%
4.11%
FXAIX
4.63%
2.57%
10.02%
25.15%
14.81%
13.14%
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FHFTX vs. FXAIX - Expense Ratio Comparison
FHFTX has a 1.25% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FHFTX vs. FXAIX — Risk-Adjusted Performance Rank
FHFTX
FXAIX
FHFTX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2055 Fund Class M (FHFTX) 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.
Dividends
FHFTX vs. FXAIX - Dividend Comparison
FHFTX's dividend yield for the trailing twelve months is around 0.88%, less than FXAIX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHFTX Fidelity Advisor Freedom 2055 Fund Class M | 0.88% | 0.94% | 0.90% | 1.63% | 1.74% | 0.64% | 0.97% | 1.57% | 0.79% | 1.05% | 3.12% | 5.85% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FHFTX vs. FXAIX - Drawdown Comparison
The maximum FHFTX drawdown since its inception was -35.21%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FHFTX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FHFTX vs. FXAIX - Volatility Comparison
Fidelity Advisor Freedom 2055 Fund Class M (FHFTX) has a higher volatility of 3.25% compared to Fidelity 500 Index Fund (FXAIX) at 3.06%. This indicates that FHFTX'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.