FZADX vs. FHQDX
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and Fidelity Freedom Blend 2005 Fund Class K6 (FHQDX).
FZADX is managed by Fidelity. It was launched on Aug 13, 2013. FHQDX is managed by Fidelity. It was launched on Aug 31, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZADX or FHQDX.
Key characteristics
| FZADX | FHQDX | |
|---|---|---|
| YTD Return | 30.84% | 2.43% |
| 1Y Return | 43.93% | 8.02% |
| 3Y Return (Ann) | 11.13% | -1.00% |
| 5Y Return (Ann) | 12.82% | 2.50% |
| Sharpe Ratio | 3.04 | 2.07 |
| Sortino Ratio | 4.02 | 3.22 |
| Omega Ratio | 1.56 | 1.56 |
| Calmar Ratio | 4.44 | 0.76 |
| Martin Ratio | 19.94 | 13.04 |
| Ulcer Index | 2.19% | 0.63% |
| Daily Std Dev | 14.35% | 3.99% |
| Max Drawdown | -41.31% | -16.52% |
| Current Drawdown | 0.00% | -3.13% |
Correlation
The correlation between FZADX and FHQDX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FZADX vs. FHQDX - Performance Comparison
In the year-to-date period, FZADX achieves a 30.84% return, which is significantly higher than FHQDX's 2.43% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FZADX vs. FHQDX - Expense Ratio Comparison
FZADX has a 0.45% expense ratio, which is higher than FHQDX's 0.21% expense ratio.
Risk-Adjusted Performance
FZADX vs. FHQDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class Z (FZADX) and Fidelity Freedom Blend 2005 Fund Class K6 (FHQDX). 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
FZADX vs. FHQDX - Dividend Comparison
FZADX's dividend yield for the trailing twelve months is around 1.06%, less than FHQDX's 3.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZADX Fidelity Advisor Dividend Growth Fund Class Z | 1.06% | 1.34% | 2.01% | 0.93% | 1.67% | 1.70% | 2.33% | 1.82% | 1.47% | 2.20% | 10.63% | 0.92% |
FHQDX Fidelity Freedom Blend 2005 Fund Class K6 | 3.33% | 3.07% | 3.45% | 2.34% | 1.15% | 1.60% | 1.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FZADX vs. FHQDX - Drawdown Comparison
The maximum FZADX drawdown since its inception was -41.31%, which is greater than FHQDX's maximum drawdown of -16.52%. Use the drawdown chart below to compare losses from any high point for FZADX and FHQDX. For additional features, visit the drawdowns tool.
Volatility
FZADX vs. FHQDX - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class Z (FZADX) has a higher volatility of 4.43% compared to Fidelity Freedom Blend 2005 Fund Class K6 (FHQDX) at 0.00%. This indicates that FZADX's price experiences larger fluctuations and is considered to be riskier than FHQDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.