LTFIX vs. FXAIX
Compare and contrast key facts about Principal LifeTime 2055 Fund (LTFIX) and Fidelity 500 Index Fund (FXAIX).
LTFIX is managed by Principal. It was launched on Feb 28, 2008. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LTFIX or FXAIX.
Correlation
The correlation between LTFIX 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
LTFIX vs. FXAIX - Performance Comparison
Key characteristics
LTFIX:
1.16
FXAIX:
1.97
LTFIX:
1.58
FXAIX:
2.64
LTFIX:
1.21
FXAIX:
1.36
LTFIX:
1.07
FXAIX:
2.98
LTFIX:
4.94
FXAIX:
12.34
LTFIX:
2.78%
FXAIX:
2.04%
LTFIX:
11.79%
FXAIX:
12.79%
LTFIX:
-51.89%
FXAIX:
-33.79%
LTFIX:
-3.05%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, LTFIX achieves a 4.83% return, which is significantly higher than FXAIX's 4.11% return. Over the past 10 years, LTFIX has underperformed FXAIX with an annualized return of 5.15%, while FXAIX has yielded a comparatively higher 13.15% annualized return.
LTFIX
4.83%
2.61%
3.42%
11.97%
5.27%
5.15%
FXAIX
4.11%
2.06%
10.80%
23.78%
14.47%
13.15%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LTFIX vs. FXAIX - Expense Ratio Comparison
LTFIX has a 0.01% expense ratio, which is lower than FXAIX's 0.02% expense ratio. Despite the difference, 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
LTFIX vs. FXAIX — Risk-Adjusted Performance Rank
LTFIX
FXAIX
LTFIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2055 Fund (LTFIX) 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
LTFIX vs. FXAIX - Dividend Comparison
LTFIX's dividend yield for the trailing twelve months is around 1.52%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTFIX Principal LifeTime 2055 Fund | 1.52% | 1.59% | 1.68% | 1.27% | 2.92% | 1.58% | 1.82% | 2.24% | 2.14% | 1.44% | 1.38% | 2.80% |
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
LTFIX vs. FXAIX - Drawdown Comparison
The maximum LTFIX drawdown since its inception was -51.89%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for LTFIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
LTFIX vs. FXAIX - Volatility Comparison
The current volatility for Principal LifeTime 2055 Fund (LTFIX) is 2.66%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.21%. This indicates that LTFIX 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.