FIHFX vs. VASGX
Compare and contrast key facts about Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Vanguard LifeStrategy Growth Fund (VASGX).
FIHFX is managed by Fidelity. It was launched on Oct 2, 2009. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIHFX or VASGX.
Key characteristics
| FIHFX | VASGX | |
|---|---|---|
| YTD Return | 11.48% | 12.58% |
| 1Y Return | 19.13% | 20.45% |
| 3Y Return (Ann) | 3.44% | 4.33% |
| 5Y Return (Ann) | 8.59% | 9.23% |
| 10Y Return (Ann) | 7.91% | 7.96% |
| Sharpe Ratio | 2.03 | 1.93 |
| Daily Std Dev | 9.45% | 10.14% |
| Max Drawdown | -28.42% | -51.16% |
| Current Drawdown | -0.08% | -0.04% |
Correlation
The correlation between FIHFX and VASGX is 0.99, 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
FIHFX vs. VASGX - Performance Comparison
In the year-to-date period, FIHFX achieves a 11.48% return, which is significantly lower than VASGX's 12.58% return. Both investments have delivered pretty close results over the past 10 years, with FIHFX having a 7.91% annualized return and VASGX not far ahead at 7.96%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIHFX vs. VASGX - Expense Ratio Comparison
FIHFX has a 0.12% expense ratio, which is lower than VASGX's 0.14% expense ratio. Despite the difference, 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
FIHFX vs. VASGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Vanguard LifeStrategy Growth Fund (VASGX). 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. VASGX - Dividend Comparison
FIHFX's dividend yield for the trailing twelve months is around 2.03%, less than VASGX's 2.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIHFX Fidelity Freedom Index 2035 Fund Investor Class | 2.03% | 2.10% | 2.14% | 1.93% | 2.15% | 16.14% | 2.21% | 1.81% | 1.95% | 2.03% | 3.37% | 0.16% |
VASGX Vanguard LifeStrategy Growth Fund | 2.81% | 3.01% | 2.22% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% | 2.76% | 2.12% |
Drawdowns
FIHFX vs. VASGX - Drawdown Comparison
The maximum FIHFX drawdown since its inception was -28.42%, smaller than the maximum VASGX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for FIHFX and VASGX. For additional features, visit the drawdowns tool.
Volatility
FIHFX vs. VASGX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) is 2.72%, while Vanguard LifeStrategy Growth Fund (VASGX) has a volatility of 3.31%. This indicates that FIHFX experiences smaller price fluctuations and is considered to be less risky than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.