FTAFX vs. FFGZX
Compare and contrast key facts about Fidelity Advisor Freedom Income Fund Class M (FTAFX) and Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX).
FTAFX is managed by Fidelity. It was launched on Jul 24, 2003. FFGZX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
FTAFX vs. FFGZX - Performance Comparison
Loading graphics...
FTAFX vs. FFGZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTAFX Fidelity Advisor Freedom Income Fund Class M | -0.81% | 9.66% | 3.70% | 7.58% | -11.88% | 2.64% | 8.20% | 10.59% | -2.26% | 6.90% |
FFGZX Fidelity Freedom Index Income Fund Institutional Premium Class | -0.78% | 9.13% | 5.02% | 8.32% | -11.07% | 2.85% | 8.59% | 10.68% | -0.80% | 6.73% |
Returns By Period
The year-to-date returns for both investments are quite close, with FTAFX having a -0.81% return and FFGZX slightly higher at -0.78%. Over the past 10 years, FTAFX has underperformed FFGZX with an annualized return of 3.51%, while FFGZX has yielded a comparatively higher 3.87% annualized return.
FTAFX
- 1D
- 0.19%
- 1M
- -3.57%
- YTD
- -0.81%
- 6M
- 0.41%
- 1Y
- 6.44%
- 3Y*
- 5.48%
- 5Y*
- 1.99%
- 10Y*
- 3.51%
FFGZX
- 1D
- 0.25%
- 1M
- -3.09%
- YTD
- -0.78%
- 6M
- 0.46%
- 1Y
- 6.37%
- 3Y*
- 5.94%
- 5Y*
- 2.62%
- 10Y*
- 3.87%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FTAFX vs. FFGZX - Expense Ratio Comparison
FTAFX has a 0.97% expense ratio, which is higher than FFGZX's 0.08% expense ratio.
Return for Risk
FTAFX vs. FFGZX — Risk / Return Rank
FTAFX
FFGZX
FTAFX vs. FFGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom Income Fund Class M (FTAFX) and Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX). 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.
| FTAFX | FFGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.51 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.12 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.99 | -0.25 |
Martin ratioReturn relative to average drawdown | 7.31 | 8.42 | -1.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FTAFX | FFGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.51 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.52 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.88 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.84 | -0.13 |
Correlation
The correlation between FTAFX and FFGZX 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.
Dividends
FTAFX vs. FFGZX - Dividend Comparison
FTAFX's dividend yield for the trailing twelve months is around 2.79%, less than FFGZX's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTAFX Fidelity Advisor Freedom Income Fund Class M | 2.79% | 2.73% | 2.65% | 2.42% | 5.49% | 4.88% | 3.36% | 3.28% | 5.15% | 2.91% | 2.55% | 2.62% |
FFGZX Fidelity Freedom Index Income Fund Institutional Premium Class | 3.46% | 3.30% | 3.18% | 2.88% | 3.11% | 2.10% | 2.22% | 7.35% | 3.00% | 1.95% | 1.56% | 1.06% |
Drawdowns
FTAFX vs. FFGZX - Drawdown Comparison
The maximum FTAFX drawdown since its inception was -19.56%, which is greater than FFGZX's maximum drawdown of -14.94%. Use the drawdown chart below to compare losses from any high point for FTAFX and FFGZX.
Loading graphics...
Drawdown Indicators
| FTAFX | FFGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.56% | -14.94% | -4.62% |
Max Drawdown (1Y)Largest decline over 1 year | -3.76% | -3.33% | -0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -16.30% | -14.94% | -1.36% |
Max Drawdown (10Y)Largest decline over 10 years | -16.30% | -14.94% | -1.36% |
Current DrawdownCurrent decline from peak | -3.57% | -3.09% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -2.28% | -2.29% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 0.79% | +0.10% |
Volatility
FTAFX vs. FFGZX - Volatility Comparison
Fidelity Advisor Freedom Income Fund Class M (FTAFX) has a higher volatility of 2.15% compared to Fidelity Freedom Index Income Fund Institutional Premium Class (FFGZX) at 1.85%. This indicates that FTAFX's price experiences larger fluctuations and is considered to be riskier than FFGZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FTAFX | FFGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.15% | 1.85% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 3.14% | 2.78% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.78% | 4.35% | +0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.26% | 5.03% | +0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.59% | 4.39% | +0.20% |