FNSFX vs. VHCOX
Compare and contrast key facts about Fidelity Freedom 2060 Fund Class K (FNSFX) and Vanguard Capital Opportunity Fund Investor Shares (VHCOX).
FNSFX is managed by Fidelity. It was launched on Jul 20, 2017. VHCOX is managed by Vanguard. It was launched on Aug 14, 1995.
Performance
FNSFX vs. VHCOX - Performance Comparison
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FNSFX vs. VHCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNSFX Fidelity Freedom 2060 Fund Class K | -0.46% | 23.84% | 14.14% | 20.59% | -18.20% | 16.68% | 18.40% | 25.44% | -8.82% | 7.37% |
VHCOX Vanguard Capital Opportunity Fund Investor Shares | -3.14% | 25.74% | 14.00% | 25.55% | -17.61% | 20.85% | 22.73% | 27.20% | -3.76% | 8.50% |
Returns By Period
In the year-to-date period, FNSFX achieves a -0.46% return, which is significantly higher than VHCOX's -3.14% return.
FNSFX
- 1D
- 3.12%
- 1M
- -5.82%
- YTD
- -0.46%
- 6M
- 3.04%
- 1Y
- 22.59%
- 3Y*
- 16.58%
- 5Y*
- 8.62%
- 10Y*
- —
VHCOX
- 1D
- 3.60%
- 1M
- -6.90%
- YTD
- -3.14%
- 6M
- 2.84%
- 1Y
- 26.35%
- 3Y*
- 17.67%
- 5Y*
- 9.53%
- 10Y*
- 14.30%
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FNSFX vs. VHCOX - Expense Ratio Comparison
FNSFX has a 0.65% expense ratio, which is higher than VHCOX's 0.43% expense ratio.
Return for Risk
FNSFX vs. VHCOX — Risk / Return Rank
FNSFX
VHCOX
FNSFX vs. VHCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2060 Fund Class K (FNSFX) and Vanguard Capital Opportunity Fund Investor Shares (VHCOX). 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.
| FNSFX | VHCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.21 | +0.23 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.76 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 1.87 | +0.02 |
Martin ratioReturn relative to average drawdown | 8.36 | 7.74 | +0.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FNSFX | VHCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.21 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.49 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.58 | +0.07 |
Correlation
The correlation between FNSFX and VHCOX 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.
Dividends
FNSFX vs. VHCOX - Dividend Comparison
FNSFX's dividend yield for the trailing twelve months is around 3.72%, less than VHCOX's 9.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNSFX Fidelity Freedom 2060 Fund Class K | 3.72% | 3.70% | 2.32% | 2.13% | 10.66% | 10.24% | 3.89% | 5.99% | 5.94% | 2.45% | 0.00% | 0.00% |
VHCOX Vanguard Capital Opportunity Fund Investor Shares | 9.93% | 9.62% | 8.16% | 2.33% | 9.26% | 10.44% | 9.10% | 6.41% | 12.11% | 3.87% | 5.66% | 5.30% |
Drawdowns
FNSFX vs. VHCOX - Drawdown Comparison
The maximum FNSFX drawdown since its inception was -30.92%, smaller than the maximum VHCOX drawdown of -54.76%. Use the drawdown chart below to compare losses from any high point for FNSFX and VHCOX.
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Drawdown Indicators
| FNSFX | VHCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.92% | -54.76% | +23.84% |
Max Drawdown (1Y)Largest decline over 1 year | -11.19% | -13.90% | +2.71% |
Max Drawdown (5Y)Largest decline over 5 years | -27.31% | -27.59% | +0.28% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.78% | — |
Current DrawdownCurrent decline from peak | -6.94% | -9.29% | +2.35% |
Average DrawdownAverage peak-to-trough decline | -5.69% | -10.04% | +4.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.36% | -0.83% |
Volatility
FNSFX vs. VHCOX - Volatility Comparison
The current volatility for Fidelity Freedom 2060 Fund Class K (FNSFX) is 6.71%, while Vanguard Capital Opportunity Fund Investor Shares (VHCOX) has a volatility of 7.31%. This indicates that FNSFX experiences smaller price fluctuations and is considered to be less risky than VHCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNSFX | VHCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 7.31% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 10.05% | 13.05% | -3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.25% | 21.60% | -5.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.90% | 19.64% | -4.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 20.22% | -4.24% |