FNSDX vs. VFFVX
Compare and contrast key facts about Fidelity Freedom 2055 Fund Class K (FNSDX) and Vanguard Target Retirement 2055 Fund (VFFVX).
FNSDX is managed by Fidelity. It was launched on Jul 20, 2017. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNSDX or VFFVX.
Key characteristics
| FNSDX | VFFVX | |
|---|---|---|
| YTD Return | 16.27% | 16.04% |
| 1Y Return | 24.69% | 24.34% |
| 3Y Return (Ann) | -0.54% | 4.66% |
| 5Y Return (Ann) | 5.59% | 10.10% |
| Sharpe Ratio | 2.40 | 2.44 |
| Sortino Ratio | 3.33 | 3.40 |
| Omega Ratio | 1.44 | 1.45 |
| Calmar Ratio | 1.29 | 3.35 |
| Martin Ratio | 15.41 | 15.81 |
| Ulcer Index | 1.78% | 1.71% |
| Daily Std Dev | 11.46% | 11.07% |
| Max Drawdown | -35.11% | -31.40% |
| Current Drawdown | -1.78% | -1.18% |
Correlation
The correlation between FNSDX and VFFVX 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
FNSDX vs. VFFVX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FNSDX having a 16.27% return and VFFVX slightly lower at 16.04%. 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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FNSDX vs. VFFVX - Expense Ratio Comparison
FNSDX has a 0.65% expense ratio, which is higher than VFFVX's 0.08% expense ratio.
Risk-Adjusted Performance
FNSDX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund Class K (FNSDX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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
FNSDX vs. VFFVX - Dividend Comparison
FNSDX's dividend yield for the trailing twelve months is around 1.21%, less than VFFVX's 1.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNSDX Fidelity Freedom 2055 Fund Class K | 1.21% | 1.41% | 2.16% | 2.31% | 1.07% | 1.54% | 1.69% | 1.25% | 0.00% | 0.00% | 0.00% | 0.00% |
VFFVX Vanguard Target Retirement 2055 Fund | 1.88% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% | 1.57% |
Drawdowns
FNSDX vs. VFFVX - Drawdown Comparison
The maximum FNSDX drawdown since its inception was -35.11%, which is greater than VFFVX's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for FNSDX and VFFVX. For additional features, visit the drawdowns tool.
Volatility
FNSDX vs. VFFVX - Volatility Comparison
Fidelity Freedom 2055 Fund Class K (FNSDX) has a higher volatility of 3.10% compared to Vanguard Target Retirement 2055 Fund (VFFVX) at 2.82%. This indicates that FNSDX's price experiences larger fluctuations and is considered to be riskier than VFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.