FJAJX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Freedom Blend 2020 Fund Class I (FJAJX) and Fidelity 500 Index Fund (FXAIX).
FJAJX is managed by Fidelity. It was launched on Aug 31, 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
FJAJX vs. FXAIX - Performance Comparison
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FJAJX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FJAJX Fidelity Advisor Freedom Blend 2020 Fund Class I | -0.09% | 14.41% | 6.99% | 12.71% | -16.59% | 8.58% | 13.28% | 18.38% | -6.90% |
FXAIX Fidelity 500 Index Fund | -4.34% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -13.05% |
Returns By Period
In the year-to-date period, FJAJX achieves a -0.09% return, which is significantly higher than FXAIX's -4.34% return.
FJAJX
- 1D
- 1.47%
- 1M
- -3.46%
- YTD
- -0.09%
- 6M
- 1.63%
- 1Y
- 12.07%
- 3Y*
- 9.37%
- 5Y*
- 4.00%
- 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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FJAJX vs. FXAIX - Expense Ratio Comparison
FJAJX has a 0.44% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FJAJX vs. FXAIX — Risk / Return Rank
FJAJX
FXAIX
FJAJX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2020 Fund Class I (FJAJX) 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.
| FJAJX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 0.97 | +0.51 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.49 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 1.52 | +0.48 |
Martin ratioReturn relative to average drawdown | 8.60 | 7.30 | +1.30 |
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
| FJAJX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.97 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.70 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.76 | -0.14 |
Correlation
The correlation between FJAJX and FXAIX is 0.87, 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
FJAJX vs. FXAIX - Dividend Comparison
FJAJX's dividend yield for the trailing twelve months is around 2.59%, more than FXAIX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJAJX Fidelity Advisor Freedom Blend 2020 Fund Class I | 2.59% | 2.59% | 2.42% | 2.40% | 5.71% | 7.27% | 4.34% | 3.03% | 1.29% | 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
FJAJX vs. FXAIX - Drawdown Comparison
The maximum FJAJX drawdown since its inception was -22.88%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FJAJX and FXAIX.
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Drawdown Indicators
| FJAJX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.88% | -33.79% | +10.91% |
Max Drawdown (1Y)Largest decline over 1 year | -6.24% | -12.13% | +5.89% |
Max Drawdown (5Y)Largest decline over 5 years | -22.88% | -24.50% | +1.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -4.02% | -6.23% | +2.21% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -3.83% | -1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 2.53% | -1.08% |
Volatility
FJAJX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom Blend 2020 Fund Class I (FJAJX) is 3.57%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 5.34%. This indicates that FJAJX experiences smaller price fluctuations and is considered to be less risky 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
| FJAJX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 5.34% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 5.20% | 9.53% | -4.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.48% | 18.32% | -9.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.90% | 16.92% | -8.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.75% | 18.05% | -8.30% |