FNSBX vs. VFIFX
Compare and contrast key facts about Fidelity Freedom 2050 Fund Class K (FNSBX) and Vanguard Target Retirement 2050 Fund (VFIFX).
FNSBX is managed by Fidelity. It was launched on Jul 20, 2017. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNSBX or VFIFX.
Key characteristics
| FNSBX | VFIFX | |
|---|---|---|
| YTD Return | 16.87% | 16.37% |
| 1Y Return | 28.17% | 27.40% |
| 3Y Return (Ann) | -0.57% | 4.77% |
| 5Y Return (Ann) | 5.53% | 10.33% |
| Sharpe Ratio | 2.45 | 2.43 |
| Sortino Ratio | 3.42 | 3.44 |
| Omega Ratio | 1.45 | 1.46 |
| Calmar Ratio | 1.20 | 2.73 |
| Martin Ratio | 15.93 | 16.03 |
| Ulcer Index | 1.77% | 1.71% |
| Daily Std Dev | 11.49% | 11.28% |
| Max Drawdown | -35.44% | -51.68% |
| Current Drawdown | -1.81% | -0.90% |
Correlation
The correlation between FNSBX and VFIFX is 0.97, 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
FNSBX vs. VFIFX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FNSBX having a 16.87% return and VFIFX slightly lower at 16.37%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FNSBX vs. VFIFX - Expense Ratio Comparison
FNSBX has a 0.65% expense ratio, which is higher than VFIFX's 0.08% expense ratio.
Risk-Adjusted Performance
FNSBX vs. VFIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2050 Fund Class K (FNSBX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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
FNSBX vs. VFIFX - Dividend Comparison
FNSBX's dividend yield for the trailing twelve months is around 1.21%, less than VFIFX's 1.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNSBX Fidelity Freedom 2050 Fund Class K | 1.21% | 1.41% | 2.17% | 2.32% | 1.10% | 1.56% | 1.74% | 1.27% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIFX Vanguard Target Retirement 2050 Fund | 1.90% | 2.21% | 2.13% | 2.19% | 1.63% | 2.20% | 2.43% | 1.89% | 1.93% | 2.05% | 2.01% | 1.84% |
Drawdowns
FNSBX vs. VFIFX - Drawdown Comparison
The maximum FNSBX drawdown since its inception was -35.44%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for FNSBX and VFIFX. For additional features, visit the drawdowns tool.
Volatility
FNSBX vs. VFIFX - Volatility Comparison
Fidelity Freedom 2050 Fund Class K (FNSBX) has a higher volatility of 3.23% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 2.99%. This indicates that FNSBX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.