FSNVX vs. AGTHX
Compare and contrast key facts about Fidelity Freedom 2040 Fund Class K (FSNVX) and American Funds The Growth Fund of America Class A (AGTHX).
FSNVX is managed by Fidelity. It was launched on Jul 20, 2017. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
FSNVX vs. AGTHX - Performance Comparison
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FSNVX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSNVX Fidelity Freedom 2040 Fund Class K | -0.30% | 22.12% | 16.08% | 20.08% | -18.17% | 16.62% | 18.44% | 25.49% | -8.87% | 7.42% |
AGTHX American Funds The Growth Fund of America Class A | -8.07% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 7.78% |
Returns By Period
In the year-to-date period, FSNVX achieves a -0.30% return, which is significantly higher than AGTHX's -8.07% return.
FSNVX
- 1D
- 2.69%
- 1M
- -5.26%
- YTD
- -0.30%
- 6M
- 2.82%
- 1Y
- 20.82%
- 3Y*
- 16.63%
- 5Y*
- 8.62%
- 10Y*
- —
AGTHX
- 1D
- 3.56%
- 1M
- -6.34%
- YTD
- -8.07%
- 6M
- -7.16%
- 1Y
- 16.84%
- 3Y*
- 20.26%
- 5Y*
- 8.96%
- 10Y*
- 14.32%
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FSNVX vs. AGTHX - Expense Ratio Comparison
FSNVX has a 0.65% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
FSNVX vs. AGTHX — Risk / Return Rank
FSNVX
AGTHX
FSNVX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2040 Fund Class K (FSNVX) and American Funds The Growth Fund of America Class A (AGTHX). 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.
| FSNVX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 0.84 | +0.64 |
Sortino ratioReturn per unit of downside risk | 2.09 | 1.34 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.19 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.26 | +0.64 |
Martin ratioReturn relative to average drawdown | 8.52 | 4.78 | +3.74 |
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
| FSNVX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.84 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.45 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.68 | -0.02 |
Correlation
The correlation between FSNVX and AGTHX is 0.91, 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
FSNVX vs. AGTHX - Dividend Comparison
FSNVX's dividend yield for the trailing twelve months is around 5.10%, less than AGTHX's 11.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSNVX Fidelity Freedom 2040 Fund Class K | 5.10% | 5.08% | 5.22% | 1.85% | 12.39% | 12.13% | 5.74% | 6.76% | 8.06% | 3.10% | 0.00% | 0.00% |
AGTHX American Funds The Growth Fund of America Class A | 11.63% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
FSNVX vs. AGTHX - Drawdown Comparison
The maximum FSNVX drawdown since its inception was -30.96%, smaller than the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for FSNVX and AGTHX.
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Drawdown Indicators
| FSNVX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.96% | -51.91% | +20.95% |
Max Drawdown (1Y)Largest decline over 1 year | -10.33% | -13.76% | +3.43% |
Max Drawdown (5Y)Largest decline over 5 years | -27.21% | -36.38% | +9.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.38% | — |
Current DrawdownCurrent decline from peak | -6.25% | -10.70% | +4.45% |
Average DrawdownAverage peak-to-trough decline | -5.67% | -9.23% | +3.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 3.63% | -1.32% |
Volatility
FSNVX vs. AGTHX - Volatility Comparison
The current volatility for Fidelity Freedom 2040 Fund Class K (FSNVX) is 5.96%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 6.76%. This indicates that FSNVX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSNVX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 6.76% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 8.91% | 12.13% | -3.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 21.01% | -6.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.30% | 20.23% | -5.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 19.64% | -3.96% |