TRRFX vs. FFFVX
Compare and contrast key facts about T. Rowe Price Retirement 2005 Fund (TRRFX) and Fidelity Freedom 2005 Fund (FFFVX).
TRRFX is managed by T. Rowe Price. It was launched on Feb 26, 2004. FFFVX is managed by Fidelity. It was launched on Nov 6, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRFX or FFFVX.
Correlation
The correlation between TRRFX and FFFVX is 0.90, 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
TRRFX vs. FFFVX - Performance Comparison
Key characteristics
Returns By Period
TRRFX
2.92%
1.90%
2.41%
9.38%
-0.05%
1.56%
FFFVX
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRRFX vs. FFFVX - Expense Ratio Comparison
TRRFX has a 0.49% expense ratio, which is higher than FFFVX's 0.47% expense ratio.
Risk-Adjusted Performance
TRRFX vs. FFFVX — Risk-Adjusted Performance Rank
TRRFX
FFFVX
TRRFX vs. FFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2005 Fund (TRRFX) and Fidelity Freedom 2005 Fund (FFFVX). 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
TRRFX vs. FFFVX - Dividend Comparison
TRRFX's dividend yield for the trailing twelve months is around 2.92%, while FFFVX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRFX T. Rowe Price Retirement 2005 Fund | 2.92% | 3.01% | 2.82% | 3.24% | 2.11% | 1.71% | 2.34% | 2.51% | 1.98% | 1.87% | 2.09% | 2.00% |
FFFVX Fidelity Freedom 2005 Fund | 0.79% | 0.79% | 2.92% | 3.50% | 2.49% | 1.17% | 1.96% | 2.04% | 1.40% | 1.75% | 3.41% | 5.15% |
Drawdowns
TRRFX vs. FFFVX - Drawdown Comparison
Volatility
TRRFX vs. FFFVX - Volatility Comparison
T. Rowe Price Retirement 2005 Fund (TRRFX) has a higher volatility of 1.44% compared to Fidelity Freedom 2005 Fund (FFFVX) at 0.00%. This indicates that TRRFX's price experiences larger fluctuations and is considered to be riskier than FFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.