FIKFX vs. VTINX
Compare and contrast key facts about Fidelity Freedom Index Income Fund Investor Class (FIKFX) and Vanguard Target Retirement Income Fund (VTINX).
FIKFX is managed by Fidelity. It was launched on Oct 2, 2009. VTINX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIKFX or VTINX.
Key characteristics
| FIKFX | VTINX | |
|---|---|---|
| YTD Return | 5.31% | 7.10% |
| 1Y Return | 11.16% | 13.79% |
| 3Y Return (Ann) | 0.25% | 1.05% |
| 5Y Return (Ann) | 1.33% | 4.01% |
| 10Y Return (Ann) | 2.48% | 4.27% |
| Sharpe Ratio | 2.44 | 2.72 |
| Sortino Ratio | 3.73 | 4.21 |
| Omega Ratio | 1.46 | 1.53 |
| Calmar Ratio | 1.25 | 1.44 |
| Martin Ratio | 14.03 | 17.12 |
| Ulcer Index | 0.80% | 0.81% |
| Daily Std Dev | 4.56% | 5.10% |
| Max Drawdown | -15.37% | -19.96% |
| Current Drawdown | -1.64% | -1.23% |
Correlation
The correlation between FIKFX and VTINX is 0.92, 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
FIKFX vs. VTINX - Performance Comparison
In the year-to-date period, FIKFX achieves a 5.31% return, which is significantly lower than VTINX's 7.10% return. Over the past 10 years, FIKFX has underperformed VTINX with an annualized return of 2.48%, while VTINX has yielded a comparatively higher 4.27% annualized return. 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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FIKFX vs. VTINX - Expense Ratio Comparison
FIKFX has a 0.12% expense ratio, which is higher than VTINX's 0.08% expense ratio. However, 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
FIKFX vs. VTINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index Income Fund Investor Class (FIKFX) and Vanguard Target Retirement Income Fund (VTINX). 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
FIKFX vs. VTINX - Dividend Comparison
FIKFX's dividend yield for the trailing twelve months is around 3.29%, which matches VTINX's 3.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKFX Fidelity Freedom Index Income Fund Investor Class | 3.29% | 2.85% | 2.86% | 1.43% | 1.25% | 2.06% | 2.05% | 1.53% | 1.53% | 1.89% | 2.83% | 1.23% |
VTINX Vanguard Target Retirement Income Fund | 3.27% | 2.98% | 2.71% | 2.59% | 1.65% | 2.51% | 2.69% | 2.10% | 1.94% | 1.84% | 1.84% | 1.63% |
Drawdowns
FIKFX vs. VTINX - Drawdown Comparison
The maximum FIKFX drawdown since its inception was -15.37%, smaller than the maximum VTINX drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for FIKFX and VTINX. For additional features, visit the drawdowns tool.
Volatility
FIKFX vs. VTINX - Volatility Comparison
The current volatility for Fidelity Freedom Index Income Fund Investor Class (FIKFX) is 1.26%, while Vanguard Target Retirement Income Fund (VTINX) has a volatility of 1.38%. This indicates that FIKFX experiences smaller price fluctuations and is considered to be less risky than VTINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.