FWTKX vs. FXAIX
Compare and contrast key facts about Fidelity Freedom 2035 Fund Class K6 (FWTKX) and Fidelity 500 Index Fund (FXAIX).
FWTKX is managed by Fidelity. It was launched on Nov 6, 2003. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FWTKX vs. FXAIX - Performance Comparison
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FWTKX vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FWTKX Fidelity Freedom 2035 Fund Class K6 | -2.32% | 19.56% | 14.42% | 18.06% | -17.52% | 14.65% | 17.49% | 24.74% | -8.13% | 8.25% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 11.06% |
Returns By Period
In the year-to-date period, FWTKX achieves a -2.32% return, which is significantly higher than FXAIX's -7.05% return.
FWTKX
- 1D
- -0.06%
- 1M
- -7.17%
- YTD
- -2.32%
- 6M
- 0.60%
- 1Y
- 15.82%
- 3Y*
- 13.98%
- 5Y*
- 7.32%
- 10Y*
- —
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FWTKX vs. FXAIX - Expense Ratio Comparison
FWTKX has a 0.48% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Return for Risk
FWTKX vs. FXAIX — Risk / Return Rank
FWTKX
FXAIX
FWTKX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2035 Fund Class K6 (FWTKX) and Fidelity 500 Index Fund (FXAIX). 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.
| FWTKX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.84 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.30 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.20 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.05 | +0.56 |
Martin ratioReturn relative to average drawdown | 7.28 | 5.13 | +2.15 |
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
| FWTKX | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.84 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.68 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.75 | -0.09 |
Correlation
The correlation between FWTKX and FXAIX 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.
Dividends
FWTKX vs. FXAIX - Dividend Comparison
FWTKX's dividend yield for the trailing twelve months is around 5.46%, more than FXAIX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWTKX Fidelity Freedom 2035 Fund Class K6 | 5.46% | 5.33% | 5.97% | 2.20% | 11.54% | 11.87% | 6.18% | 7.06% | 8.15% | 1.73% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FWTKX vs. FXAIX - Drawdown Comparison
The maximum FWTKX drawdown since its inception was -28.78%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FWTKX and FXAIX.
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Drawdown Indicators
| FWTKX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.78% | -33.79% | +5.01% |
Max Drawdown (1Y)Largest decline over 1 year | -8.77% | -12.13% | +3.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.73% | -24.50% | -1.23% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -7.47% | -8.89% | +1.42% |
Average DrawdownAverage peak-to-trough decline | -5.29% | -3.83% | -1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 2.50% | -0.52% |
Volatility
FWTKX vs. FXAIX - Volatility Comparison
Fidelity Freedom 2035 Fund Class K6 (FWTKX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 4.35% and 4.24%, 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.
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Volatility by Period
| FWTKX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 4.24% | +0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 7.10% | 9.08% | -1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.02% | 18.13% | -6.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.37% | 16.88% | -4.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.94% | 18.03% | -4.09% |