PRGFX vs. FFEGX
Compare and contrast key facts about T. Rowe Price Growth Stock Fund (PRGFX) and Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX).
PRGFX is managed by T. Rowe Price. It was launched on Apr 11, 1950. FFEGX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRGFX or FFEGX.
Key characteristics
| PRGFX | FFEGX | |
|---|---|---|
| YTD Return | 29.15% | 11.89% |
| 1Y Return | 34.62% | 22.25% |
| 3Y Return (Ann) | -2.41% | 2.11% |
| 5Y Return (Ann) | 9.72% | 7.02% |
| Sharpe Ratio | 2.00 | 2.66 |
| Sortino Ratio | 2.66 | 3.90 |
| Omega Ratio | 1.36 | 1.50 |
| Calmar Ratio | 0.97 | 1.65 |
| Martin Ratio | 9.88 | 17.12 |
| Ulcer Index | 3.39% | 1.25% |
| Daily Std Dev | 16.70% | 8.02% |
| Max Drawdown | -57.19% | -23.85% |
| Current Drawdown | -11.99% | -0.38% |
Correlation
The correlation between PRGFX and FFEGX is 0.86, 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
PRGFX vs. FFEGX - Performance Comparison
In the year-to-date period, PRGFX achieves a 29.15% return, which is significantly higher than FFEGX's 11.89% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PRGFX vs. FFEGX - Expense Ratio Comparison
PRGFX has a 0.63% expense ratio, which is higher than FFEGX's 0.08% expense ratio.
Risk-Adjusted Performance
PRGFX vs. FFEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Growth Stock Fund (PRGFX) and Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX). 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
PRGFX vs. FFEGX - Dividend Comparison
PRGFX has not paid dividends to shareholders, while FFEGX's dividend yield for the trailing twelve months is around 2.10%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRGFX T. Rowe Price Growth Stock Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% | 0.19% | 0.26% | 0.08% | 0.00% | 0.00% | 0.04% |
FFEGX Fidelity Freedom Index 2030 Fund Institutional Premium Class | 2.10% | 2.31% | 2.27% | 1.63% | 1.44% | 1.96% | 2.24% | 1.80% | 1.95% | 2.00% | 0.00% | 0.00% |
Drawdowns
PRGFX vs. FFEGX - Drawdown Comparison
The maximum PRGFX drawdown since its inception was -57.19%, which is greater than FFEGX's maximum drawdown of -23.85%. Use the drawdown chart below to compare losses from any high point for PRGFX and FFEGX. For additional features, visit the drawdowns tool.
Volatility
PRGFX vs. FFEGX - Volatility Comparison
T. Rowe Price Growth Stock Fund (PRGFX) has a higher volatility of 4.89% compared to Fidelity Freedom Index 2030 Fund Institutional Premium Class (FFEGX) at 2.05%. This indicates that PRGFX's price experiences larger fluctuations and is considered to be riskier than FFEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.