FIAFX vs. FZROX
Compare and contrast key facts about Fidelity Advisor Freedom Income Fund Class I (FIAFX) and Fidelity ZERO Total Market Index Fund (FZROX).
FIAFX is managed by Fidelity. It was launched on Jul 24, 2003. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIAFX or FZROX.
Correlation
The correlation between FIAFX and FZROX is 0.61, 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. FZROX - Performance Comparison
Key characteristics
FIAFX:
1.01
FZROX:
2.06
FIAFX:
1.45
FZROX:
2.74
FIAFX:
1.18
FZROX:
1.38
FIAFX:
0.48
FZROX:
3.08
FIAFX:
4.61
FZROX:
13.06
FIAFX:
1.02%
FZROX:
2.02%
FIAFX:
4.67%
FZROX:
12.87%
FIAFX:
-21.59%
FZROX:
-34.96%
FIAFX:
-4.77%
FZROX:
-2.46%
Returns By Period
In the year-to-date period, FIAFX achieves a 4.30% return, which is significantly lower than FZROX's 25.76% return.
FIAFX
4.30%
-0.58%
1.74%
4.71%
0.51%
1.51%
FZROX
25.76%
-0.51%
10.89%
26.10%
14.31%
N/A
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FIAFX vs. FZROX - Expense Ratio Comparison
FIAFX has a 0.47% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Risk-Adjusted Performance
FIAFX vs. FZROX - 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 ZERO Total Market Index Fund (FZROX). 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. FZROX - Dividend Comparison
FIAFX's dividend yield for the trailing twelve months is around 3.20%, more than FZROX's 1.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIAFX Fidelity Advisor Freedom Income Fund Class I | 3.20% | 2.88% | 3.32% | 2.28% | 1.25% | 1.98% | 2.08% | 1.64% | 1.70% | 2.94% | 5.76% | 4.35% |
FZROX Fidelity ZERO Total Market Index Fund | 1.16% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIAFX vs. FZROX - Drawdown Comparison
The maximum FIAFX drawdown since its inception was -21.59%, smaller than the maximum FZROX drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FIAFX and FZROX. For additional features, visit the drawdowns tool.
Volatility
FIAFX vs. FZROX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom Income Fund Class I (FIAFX) is 1.45%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.02%. This indicates that FIAFX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.