FHLDX vs. FXAIX
Compare and contrast key facts about Fidelity Freedom Blend 2025 Fund Class K6 (FHLDX) and Fidelity 500 Index Fund (FXAIX).
FHLDX is managed by Fidelity. It was launched on Aug 31, 2018. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHLDX or FXAIX.
Correlation
The correlation between FHLDX and FXAIX 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.
Performance
FHLDX vs. FXAIX - Performance Comparison
Key characteristics
FHLDX:
1.47
FXAIX:
1.87
FHLDX:
2.11
FXAIX:
2.52
FHLDX:
1.27
FXAIX:
1.34
FHLDX:
1.05
FXAIX:
2.83
FHLDX:
7.02
FXAIX:
11.72
FHLDX:
1.63%
FXAIX:
2.04%
FHLDX:
7.79%
FXAIX:
12.76%
FHLDX:
-27.36%
FXAIX:
-33.79%
FHLDX:
-0.26%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, FHLDX achieves a 3.75% return, which is significantly lower than FXAIX's 4.19% return.
FHLDX
3.75%
1.61%
3.24%
11.68%
3.56%
N/A
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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FHLDX vs. FXAIX - Expense Ratio Comparison
FHLDX has a 0.25% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FHLDX vs. FXAIX — Risk-Adjusted Performance Rank
FHLDX
FXAIX
FHLDX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2025 Fund Class K6 (FHLDX) 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
FHLDX vs. FXAIX - Dividend Comparison
FHLDX's dividend yield for the trailing twelve months is around 2.34%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHLDX Fidelity Freedom Blend 2025 Fund Class K6 | 2.34% | 2.43% | 2.37% | 3.10% | 2.36% | 1.27% | 1.66% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FHLDX vs. FXAIX - Drawdown Comparison
The maximum FHLDX drawdown since its inception was -27.36%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FHLDX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FHLDX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Freedom Blend 2025 Fund Class K6 (FHLDX) is 1.84%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.00%. This indicates that FHLDX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.