FJAVX vs. FXAIX
Compare and contrast key facts about Fidelity Advisor Freedom Blend 2010 Fund Class Z (FJAVX) and Fidelity 500 Index Fund (FXAIX).
FJAVX 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
FJAVX vs. FXAIX - Performance Comparison
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FJAVX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FJAVX Fidelity Advisor Freedom Blend 2010 Fund Class Z | -0.65% | 11.20% | 5.09% | 9.81% | -13.53% | 5.29% | 10.74% | 14.50% | -4.53% |
FXAIX Fidelity 500 Index Fund | -7.05% | 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, FJAVX achieves a -0.65% return, which is significantly higher than FXAIX's -7.05% return.
FJAVX
- 1D
- 0.19%
- 1M
- -3.77%
- YTD
- -0.65%
- 6M
- 0.84%
- 1Y
- 8.21%
- 3Y*
- 6.93%
- 5Y*
- 2.95%
- 10Y*
- —
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FJAVX vs. FXAIX - Expense Ratio Comparison
FJAVX has a 0.31% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FJAVX vs. FXAIX — Risk / Return Rank
FJAVX
FXAIX
FJAVX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Blend 2010 Fund Class Z (FJAVX) 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.
| FJAVX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 0.84 | +0.67 |
Sortino ratioReturn per unit of downside risk | 2.10 | 1.30 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.20 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.05 | +1.00 |
Martin ratioReturn relative to average drawdown | 8.22 | 5.13 | +3.09 |
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
| FJAVX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 0.84 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.68 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.75 | -0.06 |
Correlation
The correlation between FJAVX and FXAIX is 0.77, 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
FJAVX vs. FXAIX - Dividend Comparison
FJAVX's dividend yield for the trailing twelve months is around 3.08%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJAVX Fidelity Advisor Freedom Blend 2010 Fund Class Z | 3.08% | 3.06% | 2.88% | 2.18% | 5.41% | 6.08% | 3.49% | 2.27% | 1.99% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FJAVX vs. FXAIX - Drawdown Comparison
The maximum FJAVX drawdown since its inception was -18.62%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FJAVX and FXAIX.
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Drawdown Indicators
| FJAVX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.62% | -33.79% | +15.17% |
Max Drawdown (1Y)Largest decline over 1 year | -3.95% | -12.13% | +8.18% |
Max Drawdown (5Y)Largest decline over 5 years | -18.62% | -24.50% | +5.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -3.77% | -8.89% | +5.12% |
Average DrawdownAverage peak-to-trough decline | -4.01% | -3.83% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 2.50% | -1.51% |
Volatility
FJAVX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom Blend 2010 Fund Class Z (FJAVX) is 2.35%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.24%. This indicates that FJAVX 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
| FJAVX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.35% | 4.24% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 3.44% | 9.08% | -5.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.49% | 18.13% | -12.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.34% | 16.88% | -10.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.70% | 18.03% | -11.33% |