FIAFX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Freedom Income Fund Class I (FIAFX) and Fidelity 500 Index Fund (FXAIX).
FIAFX is managed by Fidelity. It was launched on Jul 24, 2003. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIAFX or FXAIX.
Correlation
The correlation between FIAFX and FXAIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIAFX vs. FXAIX - Performance Comparison
Key characteristics
FIAFX:
1.50
FXAIX:
1.93
FIAFX:
2.18
FXAIX:
2.59
FIAFX:
1.28
FXAIX:
1.35
FIAFX:
0.71
FXAIX:
2.93
FIAFX:
5.70
FXAIX:
12.16
FIAFX:
1.20%
FXAIX:
2.04%
FIAFX:
4.58%
FXAIX:
12.84%
FIAFX:
-19.00%
FXAIX:
-33.79%
FIAFX:
-2.74%
FXAIX:
-0.55%
Returns By Period
In the year-to-date period, FIAFX achieves a 1.98% return, which is significantly lower than FXAIX's 3.53% return. Over the past 10 years, FIAFX has underperformed FXAIX with an annualized return of 1.74%, while FXAIX has yielded a comparatively higher 13.56% annualized return.
FIAFX
1.98%
2.09%
2.82%
6.86%
0.91%
1.74%
FXAIX
3.53%
3.03%
15.13%
23.46%
14.65%
13.56%
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FIAFX vs. FXAIX - Expense Ratio Comparison
FIAFX has a 0.47% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FIAFX vs. FXAIX — Risk-Adjusted Performance Rank
FIAFX
FXAIX
FIAFX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Income Fund Class I (FIAFX) 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
FIAFX vs. FXAIX - Dividend Comparison
FIAFX's dividend yield for the trailing twelve months is around 3.04%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIAFX Fidelity Advisor Freedom Income Fund Class I | 3.04% | 3.18% | 2.88% | 3.32% | 2.28% | 1.25% | 1.98% | 2.08% | 1.64% | 1.70% | 4.21% | 6.77% |
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% | 4.15% | 3.95% |
Drawdowns
FIAFX vs. FXAIX - Drawdown Comparison
The maximum FIAFX drawdown since its inception was -19.00%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FIAFX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FIAFX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom Income Fund Class I (FIAFX) is 1.38%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.90%. This indicates that FIAFX 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.