FPIFX vs. VWINX
Compare and contrast key facts about Fidelity Freedom Index 2020 Fund Investor Class (FPIFX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
FPIFX is managed by Fidelity. It was launched on Oct 2, 2009. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Performance
FPIFX vs. VWINX - Performance Comparison
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FPIFX vs. VWINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FPIFX Fidelity Freedom Index 2020 Fund Investor Class | -0.53% | 13.34% | 7.68% | 12.73% | -15.94% | 8.42% | 12.72% | 18.11% | -3.85% | 13.90% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 0.26% | 10.98% | 5.86% | 6.99% | -9.09% | 8.48% | 8.44% | 16.39% | -2.54% | 9.29% |
Returns By Period
In the year-to-date period, FPIFX achieves a -0.53% return, which is significantly lower than VWINX's 0.26% return. Over the past 10 years, FPIFX has outperformed VWINX with an annualized return of 6.72%, while VWINX has yielded a comparatively lower 5.67% annualized return.
FPIFX
- 1D
- 1.27%
- 1M
- -3.17%
- YTD
- -0.53%
- 6M
- 0.98%
- 1Y
- 10.91%
- 3Y*
- 9.12%
- 5Y*
- 4.13%
- 10Y*
- 6.72%
VWINX
- 1D
- 0.72%
- 1M
- -2.79%
- YTD
- 0.26%
- 6M
- 1.91%
- 1Y
- 8.13%
- 3Y*
- 7.55%
- 5Y*
- 4.12%
- 10Y*
- 5.67%
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FPIFX vs. VWINX - Expense Ratio Comparison
FPIFX has a 0.12% expense ratio, which is lower than VWINX's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FPIFX vs. VWINX — Risk / Return Rank
FPIFX
VWINX
FPIFX vs. VWINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2020 Fund Investor Class (FPIFX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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.
| FPIFX | VWINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.23 | +0.21 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.73 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.24 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 1.73 | +0.24 |
Martin ratioReturn relative to average drawdown | 8.48 | 6.81 | +1.66 |
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
| FPIFX | VWINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.23 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.60 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.82 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 1.08 | -0.33 |
Correlation
The correlation between FPIFX and VWINX is 0.83, 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
FPIFX vs. VWINX - Dividend Comparison
FPIFX's dividend yield for the trailing twelve months is around 5.99%, less than VWINX's 7.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPIFX Fidelity Freedom Index 2020 Fund Investor Class | 5.99% | 5.95% | 5.83% | 2.42% | 2.95% | 2.67% | 2.54% | 17.42% | 2.50% | 1.85% | 1.83% | 1.91% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 7.93% | 7.86% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 3.20% | 4.00% | 5.60% |
Drawdowns
FPIFX vs. VWINX - Drawdown Comparison
The maximum FPIFX drawdown since its inception was -21.59%, roughly equal to the maximum VWINX drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for FPIFX and VWINX.
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Drawdown Indicators
| FPIFX | VWINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.59% | -21.72% | +0.13% |
Max Drawdown (1Y)Largest decline over 1 year | -5.78% | -5.01% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -21.59% | -15.30% | -6.29% |
Max Drawdown (10Y)Largest decline over 10 years | -21.59% | -17.43% | -4.16% |
Current DrawdownCurrent decline from peak | -3.67% | -3.13% | -0.54% |
Average DrawdownAverage peak-to-trough decline | -3.11% | -2.64% | -0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 1.27% | +0.07% |
Volatility
FPIFX vs. VWINX - Volatility Comparison
Fidelity Freedom Index 2020 Fund Investor Class (FPIFX) has a higher volatility of 3.17% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 2.25%. This indicates that FPIFX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPIFX | VWINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 2.25% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 4.71% | 3.74% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.87% | 6.70% | +1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.53% | 6.96% | +1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.80% | 6.90% | +1.90% |