FHJDX vs. TDIFX
Compare and contrast key facts about Fidelity Freedom Blend 2035 Fund Class K6 (FHJDX) and Dimensional Retirement Income Fund (TDIFX).
FHJDX is managed by Fidelity. It was launched on Aug 31, 2018. TDIFX is managed by Dimensional. It was launched on Nov 1, 2015.
Performance
FHJDX vs. TDIFX - Performance Comparison
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FHJDX vs. TDIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHJDX Fidelity Freedom Blend 2035 Fund Class K6 | -0.37% | 18.66% | 13.60% | 17.84% | -18.17% | 14.30% | 16.96% | 25.75% | -11.12% |
TDIFX Dimensional Retirement Income Fund | 0.21% | 7.22% | 6.21% | 7.76% | -9.37% | 14.53% | 9.33% | 9.96% | -3.14% |
Returns By Period
In the year-to-date period, FHJDX achieves a -0.37% return, which is significantly lower than TDIFX's 0.21% return.
FHJDX
- 1D
- 2.17%
- 1M
- -4.62%
- YTD
- -0.37%
- 6M
- 2.14%
- 1Y
- 16.85%
- 3Y*
- 14.08%
- 5Y*
- 7.03%
- 10Y*
- —
TDIFX
- 1D
- 0.59%
- 1M
- -1.59%
- YTD
- 0.21%
- 6M
- 0.88%
- 1Y
- 5.68%
- 3Y*
- 5.90%
- 5Y*
- 4.81%
- 10Y*
- 4.81%
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FHJDX vs. TDIFX - Expense Ratio Comparison
FHJDX has a 0.28% expense ratio, which is higher than TDIFX's 0.06% expense ratio.
Return for Risk
FHJDX vs. TDIFX — Risk / Return Rank
FHJDX
TDIFX
FHJDX vs. TDIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2035 Fund Class K6 (FHJDX) and Dimensional Retirement Income Fund (TDIFX). 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.
| FHJDX | TDIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 1.47 | -0.04 |
Sortino ratioReturn per unit of downside risk | 2.05 | 2.07 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.31 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.47 | +0.35 |
Martin ratioReturn relative to average drawdown | 8.15 | 6.12 | +2.03 |
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
| FHJDX | TDIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 1.47 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.84 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.96 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 1.00 | -0.38 |
Correlation
The correlation between FHJDX and TDIFX is 0.78, 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
FHJDX vs. TDIFX - Dividend Comparison
FHJDX's dividend yield for the trailing twelve months is around 3.06%, more than TDIFX's 2.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FHJDX Fidelity Freedom Blend 2035 Fund Class K6 | 3.06% | 3.05% | 5.00% | 2.19% | 5.82% | 7.78% | 4.94% | 3.54% | 3.07% | 0.00% | 0.00% |
TDIFX Dimensional Retirement Income Fund | 2.06% | 1.77% | 3.11% | 3.09% | 4.66% | 9.39% | 1.39% | 1.98% | 2.11% | 0.98% | 0.89% |
Drawdowns
FHJDX vs. TDIFX - Drawdown Comparison
The maximum FHJDX drawdown since its inception was -29.08%, which is greater than TDIFX's maximum drawdown of -12.21%. Use the drawdown chart below to compare losses from any high point for FHJDX and TDIFX.
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Drawdown Indicators
| FHJDX | TDIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.08% | -12.21% | -16.87% |
Max Drawdown (1Y)Largest decline over 1 year | -8.94% | -2.84% | -6.10% |
Max Drawdown (5Y)Largest decline over 5 years | -26.23% | -12.21% | -14.02% |
Max Drawdown (10Y)Largest decline over 10 years | — | -12.21% | — |
Current DrawdownCurrent decline from peak | -5.41% | -1.83% | -3.58% |
Average DrawdownAverage peak-to-trough decline | -5.69% | -1.77% | -3.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 0.84% | +1.16% |
Volatility
FHJDX vs. TDIFX - Volatility Comparison
Fidelity Freedom Blend 2035 Fund Class K6 (FHJDX) has a higher volatility of 4.95% compared to Dimensional Retirement Income Fund (TDIFX) at 1.51%. This indicates that FHJDX's price experiences larger fluctuations and is considered to be riskier than TDIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHJDX | TDIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 1.51% | +3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 7.35% | 2.32% | +5.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.28% | 4.34% | +7.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.50% | 5.89% | +6.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.76% | 5.05% | +9.71% |