FIJRX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Freedom 2050 Fund Class Z (FIJRX) and Fidelity 500 Index Fund (FXAIX).
FIJRX is managed by Fidelity. It was launched on Oct 2, 2018. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FIJRX vs. FXAIX - Performance Comparison
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FIJRX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIJRX Fidelity Advisor Freedom 2050 Fund Class Z | -0.97% | 23.10% | 13.81% | 19.32% | -17.81% | 16.07% | 17.70% | 26.72% | -12.77% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -10.39% |
Returns By Period
In the year-to-date period, FIJRX achieves a -0.97% return, which is significantly higher than FXAIX's -4.34% return.
FIJRX
- 1D
- 3.03%
- 1M
- -5.91%
- YTD
- -0.97%
- 6M
- 2.02%
- 1Y
- 20.55%
- 3Y*
- 15.85%
- 5Y*
- 8.17%
- 10Y*
- —
FXAIX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.32%
- 3Y*
- 18.30%
- 5Y*
- 11.79%
- 10Y*
- 14.08%
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FIJRX vs. FXAIX - Expense Ratio Comparison
FIJRX has a 0.65% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FIJRX vs. FXAIX — Risk / Return Rank
FIJRX
FXAIX
FIJRX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2050 Fund Class Z (FIJRX) 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.
| FIJRX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.97 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.49 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.52 | +0.36 |
Martin ratioReturn relative to average drawdown | 8.20 | 7.30 | +0.90 |
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
| FIJRX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.97 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.70 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.76 | -0.16 |
Correlation
The correlation between FIJRX and FXAIX is 0.93, 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
FIJRX vs. FXAIX - Dividend Comparison
FIJRX's dividend yield for the trailing twelve months is around 6.15%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIJRX Fidelity Advisor Freedom 2050 Fund Class Z | 6.15% | 6.09% | 1.84% | 1.68% | 11.24% | 9.69% | 5.48% | 7.26% | 2.51% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.16% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FIJRX vs. FXAIX - Drawdown Comparison
The maximum FIJRX drawdown since its inception was -31.28%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FIJRX and FXAIX.
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Drawdown Indicators
| FIJRX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.28% | -33.79% | +2.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -12.13% | +0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -27.22% | -24.50% | -2.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -7.06% | -6.23% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -5.92% | -3.83% | -2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.53% | +0.03% |
Volatility
FIJRX vs. FXAIX - Volatility Comparison
Fidelity Advisor Freedom 2050 Fund Class Z (FIJRX) has a higher volatility of 6.60% compared to Fidelity 500 Index Fund (FXAIX) at 5.34%. This indicates that FIJRX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIJRX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 5.34% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.91% | 9.53% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.07% | 18.32% | -2.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.85% | 16.92% | -2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 18.05% | -1.06% |