FUIPX vs. VSIAX
Compare and contrast key facts about Fidelity Freedom Index 2060 Fund (FUIPX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).
FUIPX is managed by Fidelity. It was launched on Jun 24, 2020. VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUIPX or VSIAX.
Correlation
The correlation between FUIPX and VSIAX is 0.81, 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. VSIAX - Performance Comparison
Key characteristics
FUIPX:
1.51
VSIAX:
1.12
FUIPX:
2.09
VSIAX:
1.65
FUIPX:
1.27
VSIAX:
1.21
FUIPX:
2.39
VSIAX:
1.90
FUIPX:
8.53
VSIAX:
4.83
FUIPX:
1.94%
VSIAX:
3.78%
FUIPX:
10.99%
VSIAX:
16.30%
FUIPX:
-26.35%
VSIAX:
-45.39%
FUIPX:
-0.80%
VSIAX:
-5.87%
Returns By Period
In the year-to-date period, FUIPX achieves a 3.31% return, which is significantly higher than VSIAX's 2.55% return.
FUIPX
3.31%
2.80%
9.11%
16.01%
N/A
N/A
VSIAX
2.55%
2.44%
9.76%
17.05%
10.76%
8.94%
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FUIPX vs. VSIAX - Expense Ratio Comparison
FUIPX has a 0.06% expense ratio, which is lower than VSIAX's 0.07% expense ratio. Despite the difference, 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. VSIAX — Risk-Adjusted Performance Rank
FUIPX
VSIAX
FUIPX vs. VSIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2060 Fund (FUIPX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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. VSIAX - Dividend Comparison
FUIPX's dividend yield for the trailing twelve months is around 1.95%, more than VSIAX's 1.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUIPX Fidelity Freedom Index 2060 Fund | 1.95% | 2.01% | 1.96% | 1.98% | 1.60% | 1.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 1.93% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
FUIPX vs. VSIAX - Drawdown Comparison
The maximum FUIPX drawdown since its inception was -26.35%, smaller than the maximum VSIAX drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for FUIPX and VSIAX. For additional features, visit the drawdowns tool.
Volatility
FUIPX vs. VSIAX - Volatility Comparison
The current volatility for Fidelity Freedom Index 2060 Fund (FUIPX) is 3.43%, while Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) has a volatility of 4.16%. This indicates that FUIPX experiences smaller price fluctuations and is considered to be less risky than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.