PBATX vs. FXAIX
Compare and contrast key facts about Putnam Retirement Advantage 2025 Fund (PBATX) and Fidelity 500 Index Fund (FXAIX).
PBATX is managed by Putnam. It was launched on Dec 30, 2019. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBATX or FXAIX.
Correlation
The correlation between PBATX and FXAIX is 0.83, 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
PBATX vs. FXAIX - Performance Comparison
Key characteristics
PBATX:
2.10
FXAIX:
1.87
PBATX:
3.08
FXAIX:
2.52
PBATX:
1.40
FXAIX:
1.34
PBATX:
1.39
FXAIX:
2.83
PBATX:
10.76
FXAIX:
11.72
PBATX:
1.01%
FXAIX:
2.04%
PBATX:
5.17%
FXAIX:
12.76%
PBATX:
-20.25%
FXAIX:
-33.79%
PBATX:
-0.34%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, PBATX achieves a 1.93% return, which is significantly lower than FXAIX's 4.19% return.
PBATX
1.93%
0.67%
2.65%
11.09%
3.34%
N/A
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
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PBATX vs. FXAIX - Expense Ratio Comparison
PBATX has a 0.45% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
PBATX vs. FXAIX — Risk-Adjusted Performance Rank
PBATX
FXAIX
PBATX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Retirement Advantage 2025 Fund (PBATX) 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
PBATX vs. FXAIX - Dividend Comparison
PBATX's dividend yield for the trailing twelve months is around 3.75%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBATX Putnam Retirement Advantage 2025 Fund | 3.75% | 3.83% | 3.44% | 0.89% | 3.53% | 1.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
PBATX vs. FXAIX - Drawdown Comparison
The maximum PBATX drawdown since its inception was -20.25%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for PBATX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
PBATX vs. FXAIX - Volatility Comparison
The current volatility for Putnam Retirement Advantage 2025 Fund (PBATX) is 1.18%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.00%. This indicates that PBATX 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.