LIVIX vs. FXAIX
Compare and contrast key facts about BlackRock LifePath Index 2055 Fund (LIVIX) and Fidelity 500 Index Fund (FXAIX).
LIVIX is managed by Blackrock. It was launched on May 30, 2011. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIVIX or FXAIX.
Correlation
The correlation between LIVIX and FXAIX is 0.95, 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
LIVIX vs. FXAIX - Performance Comparison
Key characteristics
LIVIX:
1.58
FXAIX:
1.87
LIVIX:
2.17
FXAIX:
2.52
LIVIX:
1.29
FXAIX:
1.34
LIVIX:
2.38
FXAIX:
2.83
LIVIX:
8.97
FXAIX:
11.72
LIVIX:
2.07%
FXAIX:
2.04%
LIVIX:
11.79%
FXAIX:
12.76%
LIVIX:
-34.44%
FXAIX:
-33.79%
LIVIX:
-0.32%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, LIVIX achieves a 5.15% return, which is significantly higher than FXAIX's 4.19% return. Over the past 10 years, LIVIX has underperformed FXAIX with an annualized return of 9.14%, while FXAIX has yielded a comparatively higher 13.09% annualized return.
LIVIX
5.15%
2.06%
7.62%
18.94%
10.21%
9.14%
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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LIVIX vs. FXAIX - Expense Ratio Comparison
LIVIX has a 0.10% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, 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
LIVIX vs. FXAIX — Risk-Adjusted Performance Rank
LIVIX
FXAIX
LIVIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2055 Fund (LIVIX) 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.
Dividends
LIVIX vs. FXAIX - Dividend Comparison
LIVIX's dividend yield for the trailing twelve months is around 1.94%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIVIX BlackRock LifePath Index 2055 Fund | 1.94% | 2.04% | 2.04% | 1.83% | 1.99% | 1.56% | 2.61% | 2.34% | 2.27% | 2.17% | 2.33% | 2.14% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
LIVIX vs. FXAIX - Drawdown Comparison
The maximum LIVIX drawdown since its inception was -34.44%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for LIVIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
LIVIX vs. FXAIX - Volatility Comparison
The current volatility for BlackRock LifePath Index 2055 Fund (LIVIX) is 2.77%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.00%. This indicates that LIVIX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.