PortfoliosLab logo
FSNJX vs. FAGIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FSNJX and FAGIX is 0.65, 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

FSNJX vs. FAGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2005 Fund Class K (FSNJX) and Fidelity Capital & Income Fund (FAGIX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period


FSNJX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FAGIX

YTD

2.00%

1M

4.81%

6M

1.89%

1Y

7.73%

5Y*

7.60%

10Y*

4.78%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FSNJX vs. FAGIX - Expense Ratio Comparison

FSNJX has a 0.42% expense ratio, which is lower than FAGIX's 0.67% expense ratio.


Risk-Adjusted Performance

FSNJX vs. FAGIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSNJX
The Risk-Adjusted Performance Rank of FSNJX is 6666
Overall Rank
The Sharpe Ratio Rank of FSNJX is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of FSNJX is 6565
Sortino Ratio Rank
The Omega Ratio Rank of FSNJX is 7878
Omega Ratio Rank
The Calmar Ratio Rank of FSNJX is 5353
Calmar Ratio Rank
The Martin Ratio Rank of FSNJX is 7070
Martin Ratio Rank

FAGIX
The Risk-Adjusted Performance Rank of FAGIX is 8484
Overall Rank
The Sharpe Ratio Rank of FAGIX is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of FAGIX is 8484
Sortino Ratio Rank
The Omega Ratio Rank of FAGIX is 8585
Omega Ratio Rank
The Calmar Ratio Rank of FAGIX is 8686
Calmar Ratio Rank
The Martin Ratio Rank of FAGIX is 8383
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FSNJX vs. FAGIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2005 Fund Class K (FSNJX) and Fidelity Capital & Income Fund (FAGIX). 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.



Loading data...

Dividends

FSNJX vs. FAGIX - Dividend Comparison

FSNJX has not paid dividends to shareholders, while FAGIX's dividend yield for the trailing twelve months is around 4.90%.


TTM20242023202220212020201920182017201620152014
FSNJX
Fidelity Freedom 2005 Fund Class K
0.48%0.81%3.04%3.55%2.53%1.23%2.02%2.10%1.28%0.00%0.00%0.00%
FAGIX
Fidelity Capital & Income Fund
4.90%5.03%5.29%4.85%3.41%3.78%4.25%5.28%4.01%4.12%5.01%8.08%

Drawdowns

FSNJX vs. FAGIX - Drawdown Comparison


Loading data...

Volatility

FSNJX vs. FAGIX - Volatility Comparison


Loading data...