FUIPX vs. VIMAX
Compare and contrast key facts about Fidelity Freedom Index 2060 Fund (FUIPX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
FUIPX is managed by Fidelity. It was launched on Jun 24, 2020. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUIPX or VIMAX.
Correlation
The correlation between FUIPX and VIMAX is 0.92, 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.
Performance
FUIPX vs. VIMAX - Performance Comparison
Key characteristics
FUIPX:
1.68
VIMAX:
1.66
FUIPX:
2.32
VIMAX:
2.31
FUIPX:
1.30
VIMAX:
1.29
FUIPX:
2.64
VIMAX:
2.81
FUIPX:
9.43
VIMAX:
7.50
FUIPX:
1.94%
VIMAX:
2.72%
FUIPX:
10.89%
VIMAX:
12.28%
FUIPX:
-26.35%
VIMAX:
-58.88%
FUIPX:
0.00%
VIMAX:
-1.99%
Returns By Period
The year-to-date returns for both stocks are quite close, with FUIPX having a 5.41% return and VIMAX slightly lower at 5.19%.
FUIPX
5.41%
3.69%
6.87%
17.58%
N/A
N/A
VIMAX
5.19%
1.41%
11.08%
19.67%
10.02%
9.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FUIPX vs. VIMAX - Expense Ratio Comparison
FUIPX has a 0.06% expense ratio, which is higher than VIMAX's 0.05% 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%.
Risk-Adjusted Performance
FUIPX vs. VIMAX — Risk-Adjusted Performance Rank
FUIPX
VIMAX
FUIPX vs. VIMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2060 Fund (FUIPX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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
FUIPX vs. VIMAX - Dividend Comparison
FUIPX's dividend yield for the trailing twelve months is around 1.91%, more than VIMAX's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUIPX Fidelity Freedom Index 2060 Fund | 1.91% | 2.01% | 1.96% | 1.98% | 1.60% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.41% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
FUIPX vs. VIMAX - Drawdown Comparison
The maximum FUIPX drawdown since its inception was -26.35%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for FUIPX and VIMAX. For additional features, visit the drawdowns tool.
Volatility
FUIPX vs. VIMAX - Volatility Comparison
Fidelity Freedom Index 2060 Fund (FUIPX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) have volatilities of 2.83% and 2.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.