FQIFX vs. FXAIX
Compare and contrast key facts about Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Fidelity 500 Index Fund (FXAIX).
FQIFX is managed by Fidelity. It was launched on Oct 2, 2009. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FQIFX or FXAIX.
Performance
FQIFX vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, FQIFX achieves a 9.89% return, which is significantly lower than FXAIX's 26.70% return. Over the past 10 years, FQIFX has underperformed FXAIX with an annualized return of 4.83%, while FXAIX has yielded a comparatively higher 13.12% annualized return.
FQIFX
9.89%
0.41%
5.71%
15.74%
3.16%
4.83%
FXAIX
26.70%
3.09%
13.28%
32.84%
15.78%
13.12%
Key characteristics
| FQIFX | FXAIX | |
|---|---|---|
| Sharpe Ratio | 2.17 | 2.68 |
| Sortino Ratio | 3.15 | 3.58 |
| Omega Ratio | 1.40 | 1.50 |
| Calmar Ratio | 1.45 | 3.89 |
| Martin Ratio | 12.69 | 17.48 |
| Ulcer Index | 1.24% | 1.88% |
| Daily Std Dev | 7.26% | 12.24% |
| Max Drawdown | -27.49% | -33.79% |
| Current Drawdown | -1.37% | -0.46% |
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FQIFX vs. FXAIX - Expense Ratio Comparison
FQIFX has a 0.12% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between FQIFX and FXAIX is 0.93, 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.
Risk-Adjusted Performance
FQIFX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Fidelity 500 Index Fund (FXAIX). 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
FQIFX vs. FXAIX - Dividend Comparison
FQIFX's dividend yield for the trailing twelve months is around 2.19%, more than FXAIX's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FQIFX Fidelity Freedom Index 2025 Fund Investor Class | 2.19% | 2.37% | 2.47% | 1.51% | 1.37% | 1.88% | 2.14% | 1.73% | 1.83% | 1.93% | 6.75% | 0.27% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FQIFX vs. FXAIX - Drawdown Comparison
The maximum FQIFX drawdown since its inception was -27.49%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FQIFX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FQIFX vs. FXAIX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) is 1.87%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.96%. This indicates that FQIFX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.