FIRFX vs. TBLEX
Compare and contrast key facts about Fidelity Advisor Managed Retirement 2025 Fund Class I (FIRFX) and T. Rowe Price Retirement Blend 2025 Fund (TBLEX).
FIRFX is managed by Blackrock. It was launched on Dec 31, 2007. TBLEX is managed by T. Rowe Price. It was launched on Jul 25, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIRFX or TBLEX.
Correlation
The correlation between FIRFX and TBLEX 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.
Performance
FIRFX vs. TBLEX - Performance Comparison
Key characteristics
FIRFX:
1.58
TBLEX:
1.93
FIRFX:
2.29
TBLEX:
2.70
FIRFX:
1.29
TBLEX:
1.36
FIRFX:
0.98
TBLEX:
2.98
FIRFX:
7.16
TBLEX:
10.28
FIRFX:
1.42%
TBLEX:
1.34%
FIRFX:
6.43%
TBLEX:
7.14%
FIRFX:
-40.64%
TBLEX:
-22.24%
FIRFX:
-1.17%
TBLEX:
0.00%
Returns By Period
In the year-to-date period, FIRFX achieves a 3.18% return, which is significantly lower than TBLEX's 3.52% return.
FIRFX
3.18%
2.82%
2.83%
9.60%
3.06%
1.67%
TBLEX
3.52%
2.80%
4.76%
12.24%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIRFX vs. TBLEX - Expense Ratio Comparison
FIRFX has a 0.48% expense ratio, which is higher than TBLEX's 0.22% expense ratio.
Risk-Adjusted Performance
FIRFX vs. TBLEX — Risk-Adjusted Performance Rank
FIRFX
TBLEX
FIRFX vs. TBLEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Managed Retirement 2025 Fund Class I (FIRFX) and T. Rowe Price Retirement Blend 2025 Fund (TBLEX). 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
FIRFX vs. TBLEX - Dividend Comparison
FIRFX's dividend yield for the trailing twelve months is around 2.49%, more than TBLEX's 2.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIRFX Fidelity Advisor Managed Retirement 2025 Fund Class I | 2.49% | 2.55% | 2.37% | 2.99% | 2.24% | 1.09% | 1.68% | 1.99% | 1.45% | 1.65% | 4.14% | 2.83% |
TBLEX T. Rowe Price Retirement Blend 2025 Fund | 2.43% | 2.52% | 2.13% | 2.20% | 1.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIRFX vs. TBLEX - Drawdown Comparison
The maximum FIRFX drawdown since its inception was -40.64%, which is greater than TBLEX's maximum drawdown of -22.24%. Use the drawdown chart below to compare losses from any high point for FIRFX and TBLEX. For additional features, visit the drawdowns tool.
Volatility
FIRFX vs. TBLEX - Volatility Comparison
The current volatility for Fidelity Advisor Managed Retirement 2025 Fund Class I (FIRFX) is 1.65%, while T. Rowe Price Retirement Blend 2025 Fund (TBLEX) has a volatility of 1.79%. This indicates that FIRFX experiences smaller price fluctuations and is considered to be less risky than TBLEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.