FMWIX vs. FQIFX
Compare and contrast key facts about Fidelity Moderate with Income Allocation Fund (FMWIX) and Fidelity Freedom Index 2025 Fund Investor Class (FQIFX).
FMWIX is managed by Fidelity. It was launched on Feb 8, 2022. FQIFX 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: FMWIX or FQIFX.
Correlation
The correlation between FMWIX and FQIFX is 0.94, 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
FMWIX vs. FQIFX - Performance Comparison
Key characteristics
FMWIX:
1.69
FQIFX:
1.51
FMWIX:
2.45
FQIFX:
2.14
FMWIX:
1.31
FQIFX:
1.27
FMWIX:
2.76
FQIFX:
1.78
FMWIX:
7.76
FQIFX:
6.65
FMWIX:
1.13%
FQIFX:
1.68%
FMWIX:
5.18%
FQIFX:
7.37%
FMWIX:
-14.72%
FQIFX:
-27.49%
FMWIX:
-0.17%
FQIFX:
-0.72%
Returns By Period
In the year-to-date period, FMWIX achieves a 2.16% return, which is significantly lower than FQIFX's 3.50% return.
FMWIX
2.16%
1.54%
2.06%
8.97%
N/A
N/A
FQIFX
3.50%
2.56%
2.43%
10.77%
4.78%
4.62%
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FMWIX vs. FQIFX - Expense Ratio Comparison
FMWIX has a 0.10% expense ratio, which is lower than FQIFX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FMWIX vs. FQIFX — Risk-Adjusted Performance Rank
FMWIX
FQIFX
FMWIX vs. FQIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Moderate with Income Allocation Fund (FMWIX) and Fidelity Freedom Index 2025 Fund Investor Class (FQIFX). 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
FMWIX vs. FQIFX - Dividend Comparison
FMWIX's dividend yield for the trailing twelve months is around 2.70%, more than FQIFX's 2.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMWIX Fidelity Moderate with Income Allocation Fund | 2.70% | 2.71% | 2.30% | 1.80% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FQIFX Fidelity Freedom Index 2025 Fund Investor Class | 2.47% | 2.56% | 2.37% | 2.47% | 1.51% | 1.37% | 1.88% | 2.14% | 1.73% | 1.83% | 1.93% | 6.75% |
Drawdowns
FMWIX vs. FQIFX - Drawdown Comparison
The maximum FMWIX drawdown since its inception was -14.72%, smaller than the maximum FQIFX drawdown of -27.49%. Use the drawdown chart below to compare losses from any high point for FMWIX and FQIFX. For additional features, visit the drawdowns tool.
Volatility
FMWIX vs. FQIFX - Volatility Comparison
The current volatility for Fidelity Moderate with Income Allocation Fund (FMWIX) is 1.30%, while Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) has a volatility of 1.87%. This indicates that FMWIX experiences smaller price fluctuations and is considered to be less risky than FQIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.