Correlation
The correlation between FLUEX and FFOLX 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.
FLUEX vs. FFOLX
Compare and contrast key facts about Fidelity Advisor Stock Selector Large Cap Value Fund Class C (FLUEX) and Fidelity Freedom Index 2045 Fund Institutional Premium Class (FFOLX).
FLUEX is managed by Fidelity. It was launched on Feb 13, 2007. FFOLX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLUEX or FFOLX.
Performance
FLUEX vs. FFOLX - Performance Comparison
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Key characteristics
FLUEX:
0.80
FFOLX:
0.82
FLUEX:
1.03
FFOLX:
1.13
FLUEX:
1.15
FFOLX:
1.16
FLUEX:
0.70
FFOLX:
0.79
FLUEX:
2.61
FFOLX:
3.47
FLUEX:
4.14%
FFOLX:
3.33%
FLUEX:
16.20%
FFOLX:
15.80%
FLUEX:
-61.36%
FFOLX:
-37.04%
FLUEX:
-3.80%
FFOLX:
-0.29%
Returns By Period
In the year-to-date period, FLUEX achieves a 2.08% return, which is significantly lower than FFOLX's 5.50% return.
FLUEX
2.08%
4.27%
-3.71%
12.78%
8.73%
13.96%
7.66%
FFOLX
5.50%
5.02%
3.07%
12.83%
10.55%
11.29%
N/A
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FLUEX vs. FFOLX - Expense Ratio Comparison
FLUEX has a 1.88% expense ratio, which is higher than FFOLX's 0.08% expense ratio.
Risk-Adjusted Performance
FLUEX vs. FFOLX — Risk-Adjusted Performance Rank
FLUEX
FFOLX
FLUEX vs. FFOLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Large Cap Value Fund Class C (FLUEX) and Fidelity Freedom Index 2045 Fund Institutional Premium Class (FFOLX). 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.
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Dividends
FLUEX vs. FFOLX - Dividend Comparison
FLUEX's dividend yield for the trailing twelve months is around 9.67%, more than FFOLX's 2.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FLUEX Fidelity Advisor Stock Selector Large Cap Value Fund Class C | 9.67% | 9.78% | 1.57% | 7.61% | 3.43% | 1.17% | 0.81% | 6.53% | 0.03% | 0.41% | 0.64% |
FFOLX Fidelity Freedom Index 2045 Fund Institutional Premium Class | 2.02% | 2.04% | 1.98% | 2.08% | 2.03% | 1.97% | 14.93% | 2.36% | 1.94% | 2.05% | 2.04% |
Drawdowns
FLUEX vs. FFOLX - Drawdown Comparison
The maximum FLUEX drawdown since its inception was -61.36%, which is greater than FFOLX's maximum drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for FLUEX and FFOLX.
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Volatility
FLUEX vs. FFOLX - Volatility Comparison
Fidelity Advisor Stock Selector Large Cap Value Fund Class C (FLUEX) has a higher volatility of 4.13% compared to Fidelity Freedom Index 2045 Fund Institutional Premium Class (FFOLX) at 3.38%. This indicates that FLUEX's price experiences larger fluctuations and is considered to be riskier than FFOLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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