FIHFX vs. FPUKX
Compare and contrast key facts about Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Fidelity Puritan Fund Class K (FPUKX).
FIHFX is managed by Fidelity. It was launched on Oct 2, 2009. FPUKX is managed by Fidelity. It was launched on May 9, 2008.
Performance
FIHFX vs. FPUKX - Performance Comparison
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FIHFX vs. FPUKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIHFX Fidelity Freedom Index 2035 Fund Investor Class | -1.09% | 17.32% | 11.22% | 17.25% | -17.49% | 13.73% | 15.54% | 24.87% | -6.77% | 20.35% |
FPUKX Fidelity Puritan Fund Class K | -1.23% | 12.31% | 19.03% | 20.26% | -17.26% | 18.99% | 20.70% | 21.40% | -4.15% | 18.37% |
Returns By Period
In the year-to-date period, FIHFX achieves a -1.09% return, which is significantly higher than FPUKX's -1.23% return. Over the past 10 years, FIHFX has underperformed FPUKX with an annualized return of 9.56%, while FPUKX has yielded a comparatively higher 10.61% annualized return.
FIHFX
- 1D
- 1.93%
- 1M
- -4.36%
- YTD
- -1.09%
- 6M
- 0.97%
- 1Y
- 15.05%
- 3Y*
- 12.49%
- 5Y*
- 6.36%
- 10Y*
- 9.56%
FPUKX
- 1D
- 2.39%
- 1M
- -4.03%
- YTD
- -1.23%
- 6M
- 1.27%
- 1Y
- 14.86%
- 3Y*
- 14.58%
- 5Y*
- 8.13%
- 10Y*
- 10.61%
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FIHFX vs. FPUKX - Expense Ratio Comparison
FIHFX has a 0.12% expense ratio, which is lower than FPUKX's 0.43% expense ratio.
Return for Risk
FIHFX vs. FPUKX — Risk / Return Rank
FIHFX
FPUKX
FIHFX vs. FPUKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Fidelity Puritan Fund Class K (FPUKX). 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.
| FIHFX | FPUKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.22 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.76 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.26 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 1.69 | +0.17 |
Martin ratioReturn relative to average drawdown | 8.38 | 7.16 | +1.22 |
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
| FIHFX | FPUKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.22 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.61 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.82 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.66 | +0.01 |
Correlation
The correlation between FIHFX and FPUKX is 0.94, 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
FIHFX vs. FPUKX - Dividend Comparison
FIHFX's dividend yield for the trailing twelve months is around 2.80%, less than FPUKX's 6.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIHFX Fidelity Freedom Index 2035 Fund Investor Class | 2.80% | 2.77% | 2.50% | 2.10% | 2.14% | 1.93% | 2.15% | 16.14% | 2.21% | 1.81% | 1.95% | 2.03% |
FPUKX Fidelity Puritan Fund Class K | 6.99% | 6.91% | 11.37% | 5.42% | 9.47% | 13.20% | 5.17% | 4.38% | 15.38% | 3.84% | 3.82% | 7.60% |
Drawdowns
FIHFX vs. FPUKX - Drawdown Comparison
The maximum FIHFX drawdown since its inception was -28.42%, smaller than the maximum FPUKX drawdown of -37.81%. Use the drawdown chart below to compare losses from any high point for FIHFX and FPUKX.
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Drawdown Indicators
| FIHFX | FPUKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.42% | -37.81% | +9.39% |
Max Drawdown (1Y)Largest decline over 1 year | -8.38% | -8.47% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -24.84% | -22.52% | -2.32% |
Max Drawdown (10Y)Largest decline over 10 years | -28.42% | -23.91% | -4.51% |
Current DrawdownCurrent decline from peak | -5.12% | -5.03% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -4.02% | -4.98% | +0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 1.99% | -0.13% |
Volatility
FIHFX vs. FPUKX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) is 4.47%, while Fidelity Puritan Fund Class K (FPUKX) has a volatility of 4.72%. This indicates that FIHFX experiences smaller price fluctuations and is considered to be less risky than FPUKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIHFX | FPUKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 4.72% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 6.79% | 7.90% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.54% | 12.67% | -1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.90% | 13.30% | -1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.36% | 13.05% | +0.31% |