FOCIX vs. FQIFX
Compare and contrast key facts about Fairholme Focused Income Fund (FOCIX) and Fidelity Freedom Index 2025 Fund Investor Class (FQIFX).
FOCIX is managed by Fairholme. It was launched on Dec 31, 2009. 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: FOCIX or FQIFX.
Correlation
The correlation between FOCIX and FQIFX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FOCIX vs. FQIFX - Performance Comparison
Key characteristics
FOCIX:
2.29
FQIFX:
1.40
FOCIX:
3.61
FQIFX:
1.99
FOCIX:
1.46
FQIFX:
1.25
FOCIX:
2.82
FQIFX:
1.64
FOCIX:
10.61
FQIFX:
6.14
FOCIX:
1.44%
FQIFX:
1.68%
FOCIX:
6.69%
FQIFX:
7.37%
FOCIX:
-22.33%
FQIFX:
-27.49%
FOCIX:
-1.11%
FQIFX:
-1.24%
Returns By Period
In the year-to-date period, FOCIX achieves a 3.63% return, which is significantly higher than FQIFX's 2.96% return. Over the past 10 years, FOCIX has outperformed FQIFX with an annualized return of 6.01%, while FQIFX has yielded a comparatively lower 4.53% annualized return.
FOCIX
3.63%
-0.49%
9.51%
14.75%
8.93%
6.01%
FQIFX
2.96%
1.11%
1.16%
9.52%
4.74%
4.53%
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FOCIX vs. FQIFX - Expense Ratio Comparison
FOCIX has a 1.00% expense ratio, which is higher than FQIFX's 0.12% expense ratio.
Risk-Adjusted Performance
FOCIX vs. FQIFX — Risk-Adjusted Performance Rank
FOCIX
FQIFX
FOCIX vs. FQIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fairholme Focused Income Fund (FOCIX) 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
FOCIX vs. FQIFX - Dividend Comparison
FOCIX's dividend yield for the trailing twelve months is around 2.38%, less than FQIFX's 2.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOCIX Fairholme Focused Income Fund | 2.38% | 2.47% | 2.81% | 2.24% | 1.12% | 0.65% | 2.74% | 4.57% | 5.12% | 4.78% | 4.77% | 2.34% |
FQIFX Fidelity Freedom Index 2025 Fund Investor Class | 2.49% | 2.56% | 2.37% | 2.47% | 1.51% | 1.37% | 1.88% | 2.14% | 1.73% | 1.83% | 1.93% | 6.75% |
Drawdowns
FOCIX vs. FQIFX - Drawdown Comparison
The maximum FOCIX drawdown since its inception was -22.33%, smaller than the maximum FQIFX drawdown of -27.49%. Use the drawdown chart below to compare losses from any high point for FOCIX and FQIFX. For additional features, visit the drawdowns tool.
Volatility
FOCIX vs. FQIFX - Volatility Comparison
Fairholme Focused Income Fund (FOCIX) and Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) have volatilities of 1.70% and 1.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.