JFFSX vs. FDEEX
Compare and contrast key facts about JPMorgan SmartRetirement 2055 Fund (JFFSX) and Fidelity Freedom 2055 Fund (FDEEX).
JFFSX is managed by JPMorgan Chase. It was launched on Jan 30, 2012. FDEEX is managed by Fidelity. It was launched on Jun 1, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFFSX or FDEEX.
Correlation
The correlation between JFFSX and FDEEX is 0.96, 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
JFFSX vs. FDEEX - Performance Comparison
Key characteristics
JFFSX:
1.54
FDEEX:
1.49
JFFSX:
2.14
FDEEX:
2.08
JFFSX:
1.28
FDEEX:
1.27
JFFSX:
1.10
FDEEX:
1.30
JFFSX:
8.49
FDEEX:
8.00
JFFSX:
2.00%
FDEEX:
2.20%
JFFSX:
11.06%
FDEEX:
11.81%
JFFSX:
-33.67%
FDEEX:
-35.11%
JFFSX:
-1.20%
FDEEX:
0.00%
Returns By Period
In the year-to-date period, JFFSX achieves a 5.17% return, which is significantly lower than FDEEX's 6.12% return. Both investments have delivered pretty close results over the past 10 years, with JFFSX having a 5.06% annualized return and FDEEX not far behind at 5.04%.
JFFSX
5.17%
3.17%
5.99%
16.35%
5.04%
5.06%
FDEEX
6.12%
3.95%
6.27%
16.77%
5.32%
5.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JFFSX vs. FDEEX - Expense Ratio Comparison
JFFSX has a 0.25% expense ratio, which is lower than FDEEX's 0.75% expense ratio.
Risk-Adjusted Performance
JFFSX vs. FDEEX — Risk-Adjusted Performance Rank
JFFSX
FDEEX
JFFSX vs. FDEEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2055 Fund (JFFSX) and Fidelity Freedom 2055 Fund (FDEEX). 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
JFFSX vs. FDEEX - Dividend Comparison
JFFSX's dividend yield for the trailing twelve months is around 1.97%, more than FDEEX's 1.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | 1.97% | 2.07% | 1.57% | 1.63% | 2.76% | 1.43% | 1.81% | 2.59% | 1.69% | 1.87% | 1.84% | 2.45% |
FDEEX Fidelity Freedom 2055 Fund | 1.04% | 1.10% | 1.25% | 2.11% | 2.24% | 1.01% | 1.48% | 1.58% | 1.10% | 1.38% | 3.59% | 6.52% |
Drawdowns
JFFSX vs. FDEEX - Drawdown Comparison
The maximum JFFSX drawdown since its inception was -33.67%, roughly equal to the maximum FDEEX drawdown of -35.11%. Use the drawdown chart below to compare losses from any high point for JFFSX and FDEEX. For additional features, visit the drawdowns tool.
Volatility
JFFSX vs. FDEEX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement 2055 Fund (JFFSX) is 2.74%, while Fidelity Freedom 2055 Fund (FDEEX) has a volatility of 3.24%. This indicates that JFFSX experiences smaller price fluctuations and is considered to be less risky than FDEEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.