FITHX vs. JCPI
Compare and contrast key facts about Fidelity Advisor Freedom 2035 Fund Class I (FITHX) and JPMorgan Inflation Managed Bond ETF (JCPI).
FITHX is managed by Fidelity. It was launched on Nov 6, 2003. JCPI is an actively managed fund by JPMorgan. It was launched on Mar 31, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FITHX or JCPI.
Correlation
The correlation between FITHX and JCPI is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FITHX vs. JCPI - Performance Comparison
Key characteristics
FITHX:
1.24
JCPI:
1.88
FITHX:
1.77
JCPI:
2.79
FITHX:
1.22
JCPI:
1.34
FITHX:
0.87
JCPI:
2.71
FITHX:
6.06
JCPI:
6.68
FITHX:
1.94%
JCPI:
0.98%
FITHX:
9.46%
JCPI:
3.50%
FITHX:
-52.70%
JCPI:
-7.86%
FITHX:
-2.82%
JCPI:
-0.14%
Returns By Period
In the year-to-date period, FITHX achieves a 4.78% return, which is significantly higher than JCPI's 1.59% return.
FITHX
4.78%
3.07%
3.03%
12.22%
3.21%
3.15%
JCPI
1.59%
1.12%
1.64%
6.64%
N/A
N/A
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FITHX vs. JCPI - Expense Ratio Comparison
FITHX has a 0.71% expense ratio, which is higher than JCPI's 0.25% expense ratio.
Risk-Adjusted Performance
FITHX vs. JCPI — Risk-Adjusted Performance Rank
FITHX
JCPI
FITHX vs. JCPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2035 Fund Class I (FITHX) and JPMorgan Inflation Managed Bond ETF (JCPI). 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
FITHX vs. JCPI - Dividend Comparison
FITHX's dividend yield for the trailing twelve months is around 0.34%, less than JCPI's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITHX Fidelity Advisor Freedom 2035 Fund Class I | 0.34% | 0.36% | 1.48% | 2.18% | 2.13% | 0.92% | 1.37% | 2.00% | 1.17% | 1.44% | 4.13% | 8.99% |
JCPI JPMorgan Inflation Managed Bond ETF | 4.04% | 3.98% | 3.45% | 3.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FITHX vs. JCPI - Drawdown Comparison
The maximum FITHX drawdown since its inception was -52.70%, which is greater than JCPI's maximum drawdown of -7.86%. Use the drawdown chart below to compare losses from any high point for FITHX and JCPI. For additional features, visit the drawdowns tool.
Volatility
FITHX vs. JCPI - Volatility Comparison
Fidelity Advisor Freedom 2035 Fund Class I (FITHX) has a higher volatility of 2.51% compared to JPMorgan Inflation Managed Bond ETF (JCPI) at 1.06%. This indicates that FITHX's price experiences larger fluctuations and is considered to be riskier than JCPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.