FIHFX vs. FHASX
Compare and contrast key facts about Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Fidelity Freedom Blend 2035 Fund (FHASX).
FIHFX is managed by Fidelity. It was launched on Oct 2, 2009. FHASX is managed by Fidelity. It was launched on Aug 31, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIHFX or FHASX.
Performance
FIHFX vs. FHASX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FIHFX having a 12.45% return and FHASX slightly lower at 12.40%.
FIHFX
12.45%
-0.21%
6.77%
18.79%
8.13%
7.87%
FHASX
12.40%
-0.41%
5.88%
18.77%
5.27%
N/A
Key characteristics
FIHFX | FHASX | |
---|---|---|
Sharpe Ratio | 2.20 | 2.07 |
Sortino Ratio | 3.12 | 2.95 |
Omega Ratio | 1.40 | 1.37 |
Calmar Ratio | 2.07 | 1.16 |
Martin Ratio | 13.75 | 12.70 |
Ulcer Index | 1.39% | 1.50% |
Daily Std Dev | 8.65% | 9.17% |
Max Drawdown | -28.42% | -30.82% |
Current Drawdown | -1.19% | -1.45% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIHFX vs. FHASX - Expense Ratio Comparison
FIHFX has a 0.12% expense ratio, which is lower than FHASX's 0.48% expense ratio.
Correlation
The correlation between FIHFX and FHASX is 0.98, 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.
Risk-Adjusted Performance
FIHFX vs. FHASX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Fidelity Freedom Blend 2035 Fund (FHASX). 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
FIHFX vs. FHASX - Dividend Comparison
FIHFX's dividend yield for the trailing twelve months is around 1.97%, more than FHASX's 1.71% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Freedom Index 2035 Fund Investor Class | 1.97% | 2.10% | 1.93% | 1.47% | 1.40% | 1.82% | 2.15% | 1.72% | 1.90% | 2.03% | 3.37% | 0.16% |
Fidelity Freedom Blend 2035 Fund | 1.71% | 1.88% | 2.39% | 2.42% | 1.18% | 1.70% | 1.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIHFX vs. FHASX - Drawdown Comparison
The maximum FIHFX drawdown since its inception was -28.42%, smaller than the maximum FHASX drawdown of -30.82%. Use the drawdown chart below to compare losses from any high point for FIHFX and FHASX. For additional features, visit the drawdowns tool.
Volatility
FIHFX vs. FHASX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) is 2.27%, while Fidelity Freedom Blend 2035 Fund (FHASX) has a volatility of 2.47%. This indicates that FIHFX experiences smaller price fluctuations and is considered to be less risky than FHASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.