Correlation
The correlation between JFFSX and FDEEX is 0.93, 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.
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.
Performance
JFFSX vs. FDEEX - Performance Comparison
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Key characteristics
JFFSX:
0.67
FDEEX:
0.73
JFFSX:
0.95
FDEEX:
1.00
JFFSX:
1.14
FDEEX:
1.14
JFFSX:
0.64
FDEEX:
0.69
JFFSX:
2.79
FDEEX:
2.94
JFFSX:
3.49%
FDEEX:
3.62%
JFFSX:
16.27%
FDEEX:
16.67%
JFFSX:
-33.20%
FDEEX:
-31.00%
JFFSX:
-0.84%
FDEEX:
-0.36%
Returns By Period
In the year-to-date period, JFFSX achieves a 4.33% return, which is significantly lower than FDEEX's 6.46% return. Over the past 10 years, JFFSX has underperformed FDEEX with an annualized return of 8.08%, while FDEEX has yielded a comparatively higher 8.93% annualized return.
JFFSX
4.33%
4.44%
0.72%
10.19%
10.46%
11.94%
8.08%
FDEEX
6.46%
5.40%
3.05%
11.42%
11.10%
12.53%
8.93%
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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.
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Dividends
JFFSX vs. FDEEX - Dividend Comparison
JFFSX's dividend yield for the trailing twelve months is around 2.20%, less than FDEEX's 3.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | 2.20% | 2.29% | 1.57% | 9.97% | 12.22% | 3.88% | 7.69% | 4.21% | 3.43% | 2.77% | 2.63% | 3.25% |
FDEEX Fidelity Freedom 2055 Fund | 3.82% | 1.73% | 1.91% | 11.37% | 11.20% | 4.20% | 6.23% | 6.68% | 3.59% | 3.52% | 4.99% | 4.94% |
Drawdowns
JFFSX vs. FDEEX - Drawdown Comparison
The maximum JFFSX drawdown since its inception was -33.20%, which is greater than FDEEX's maximum drawdown of -31.00%. Use the drawdown chart below to compare losses from any high point for JFFSX and FDEEX.
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Volatility
JFFSX vs. FDEEX - Volatility Comparison
JPMorgan SmartRetirement 2055 Fund (JFFSX) has a higher volatility of 3.76% compared to Fidelity Freedom 2055 Fund (FDEEX) at 3.36%. This indicates that JFFSX's price experiences larger fluctuations and is considered to be riskier than FDEEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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