TDIFX vs. FFFYX
Compare and contrast key facts about Dimensional Retirement Income Fund (TDIFX) and Fidelity Advisor Freedom 2050 Fund Class C (FFFYX).
TDIFX is managed by Dimensional. It was launched on Nov 1, 2015. FFFYX is managed by Fidelity. It was launched on Jun 1, 2006.
Performance
TDIFX vs. FFFYX - Performance Comparison
Loading graphics...
TDIFX vs. FFFYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TDIFX Dimensional Retirement Income Fund | 0.21% | 7.22% | 6.21% | 7.76% | -9.37% | 14.53% | 9.33% | 9.96% | -1.98% | 5.17% |
FFFYX Fidelity Advisor Freedom 2050 Fund Class C | -1.22% | 27.84% | 12.53% | 18.08% | -18.94% | 14.82% | 16.41% | 25.42% | -9.22% | 20.44% |
Returns By Period
In the year-to-date period, TDIFX achieves a 0.21% return, which is significantly higher than FFFYX's -1.22% return. Over the past 10 years, TDIFX has underperformed FFFYX with an annualized return of 4.81%, while FFFYX has yielded a comparatively higher 10.40% annualized return.
TDIFX
- 1D
- 0.59%
- 1M
- -1.59%
- YTD
- 0.21%
- 6M
- 0.88%
- 1Y
- 5.68%
- 3Y*
- 5.90%
- 5Y*
- 4.81%
- 10Y*
- 4.81%
FFFYX
- 1D
- 3.04%
- 1M
- -5.94%
- YTD
- -1.22%
- 6M
- 1.53%
- 1Y
- 25.21%
- 3Y*
- 16.48%
- 5Y*
- 7.99%
- 10Y*
- 10.40%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TDIFX vs. FFFYX - Expense Ratio Comparison
TDIFX has a 0.06% expense ratio, which is lower than FFFYX's 1.75% expense ratio.
Return for Risk
TDIFX vs. FFFYX — Risk / Return Rank
TDIFX
FFFYX
TDIFX vs. FFFYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Retirement Income Fund (TDIFX) and Fidelity Advisor Freedom 2050 Fund Class C (FFFYX). 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.
| TDIFX | FFFYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.54 | -0.07 |
Sortino ratioReturn per unit of downside risk | 2.07 | 2.25 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.34 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 2.31 | -0.85 |
Martin ratioReturn relative to average drawdown | 6.12 | 9.97 | -3.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TDIFX | FFFYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.54 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.53 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.96 | 0.67 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.38 | +0.62 |
Correlation
The correlation between TDIFX and FFFYX is 0.73, 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.
Dividends
TDIFX vs. FFFYX - Dividend Comparison
TDIFX's dividend yield for the trailing twelve months is around 2.06%, less than FFFYX's 9.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TDIFX Dimensional Retirement Income Fund | 2.06% | 1.77% | 3.11% | 3.09% | 4.66% | 9.39% | 1.39% | 1.98% | 2.11% | 0.98% | 0.89% | 0.00% |
FFFYX Fidelity Advisor Freedom 2050 Fund Class C | 9.80% | 9.68% | 0.92% | 0.80% | 10.23% | 9.02% | 4.86% | 6.25% | 10.95% | 3.72% | 3.98% | 2.96% |
Drawdowns
TDIFX vs. FFFYX - Drawdown Comparison
The maximum TDIFX drawdown since its inception was -12.21%, smaller than the maximum FFFYX drawdown of -58.62%. Use the drawdown chart below to compare losses from any high point for TDIFX and FFFYX.
Loading graphics...
Drawdown Indicators
| TDIFX | FFFYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.21% | -58.62% | +46.41% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -11.10% | +8.26% |
Max Drawdown (5Y)Largest decline over 5 years | -12.21% | -27.99% | +15.78% |
Max Drawdown (10Y)Largest decline over 10 years | -12.21% | -31.38% | +19.17% |
Current DrawdownCurrent decline from peak | -1.83% | -7.13% | +5.30% |
Average DrawdownAverage peak-to-trough decline | -1.77% | -9.82% | +8.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 2.58% | -1.74% |
Volatility
TDIFX vs. FFFYX - Volatility Comparison
The current volatility for Dimensional Retirement Income Fund (TDIFX) is 1.51%, while Fidelity Advisor Freedom 2050 Fund Class C (FFFYX) has a volatility of 6.58%. This indicates that TDIFX experiences smaller price fluctuations and is considered to be less risky than FFFYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TDIFX | FFFYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.51% | 6.58% | -5.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.32% | 9.93% | -7.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.34% | 16.88% | -12.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.89% | 15.03% | -9.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.05% | 15.50% | -10.45% |