FNSBX vs. VWNAX
Compare and contrast key facts about Fidelity Freedom 2050 Fund Class K (FNSBX) and Vanguard Windsor II Fund Admiral Shares (VWNAX).
FNSBX is managed by Fidelity. It was launched on Jul 20, 2017. VWNAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNSBX or VWNAX.
Key characteristics
| FNSBX | VWNAX | |
|---|---|---|
| YTD Return | 17.94% | 18.39% |
| 1Y Return | 30.61% | 31.88% |
| 3Y Return (Ann) | -0.29% | 7.70% |
| 5Y Return (Ann) | 5.66% | 13.68% |
| Sharpe Ratio | 2.59 | 2.82 |
| Sortino Ratio | 3.61 | 3.81 |
| Omega Ratio | 1.47 | 1.53 |
| Calmar Ratio | 1.23 | 4.52 |
| Martin Ratio | 16.86 | 19.33 |
| Ulcer Index | 1.77% | 1.60% |
| Daily Std Dev | 11.49% | 10.96% |
| Max Drawdown | -35.44% | -57.51% |
| Current Drawdown | -0.92% | 0.00% |
Correlation
The correlation between FNSBX and VWNAX is 0.92, 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. VWNAX - Performance Comparison
The year-to-date returns for both investments are quite close, with FNSBX having a 17.94% return and VWNAX slightly higher at 18.39%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FNSBX vs. VWNAX - Expense Ratio Comparison
FNSBX has a 0.65% expense ratio, which is higher than VWNAX's 0.26% expense ratio.
Risk-Adjusted Performance
FNSBX vs. VWNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2050 Fund Class K (FNSBX) and Vanguard Windsor II Fund Admiral Shares (VWNAX). 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. VWNAX - Dividend Comparison
FNSBX's dividend yield for the trailing twelve months is around 1.19%, less than VWNAX's 1.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNSBX Fidelity Freedom 2050 Fund Class K | 1.19% | 1.41% | 2.17% | 2.32% | 1.10% | 1.56% | 1.74% | 1.27% | 0.00% | 0.00% | 0.00% | 0.00% |
VWNAX Vanguard Windsor II Fund Admiral Shares | 1.60% | 1.72% | 1.70% | 1.26% | 1.38% | 2.20% | 2.70% | 2.09% | 2.57% | 2.49% | 2.42% | 2.08% |
Drawdowns
FNSBX vs. VWNAX - Drawdown Comparison
The maximum FNSBX drawdown since its inception was -35.44%, smaller than the maximum VWNAX drawdown of -57.51%. Use the drawdown chart below to compare losses from any high point for FNSBX and VWNAX. For additional features, visit the drawdowns tool.
Volatility
FNSBX vs. VWNAX - Volatility Comparison
The current volatility for Fidelity Freedom 2050 Fund Class K (FNSBX) is 3.18%, while Vanguard Windsor II Fund Admiral Shares (VWNAX) has a volatility of 3.54%. This indicates that FNSBX experiences smaller price fluctuations and is considered to be less risky than VWNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.