VFFVX vs. FDEWX
Compare and contrast key facts about Vanguard Target Retirement 2055 Fund (VFFVX) and Fidelity Freedom Index 2055 Fund Investor Class (FDEWX).
VFFVX is managed by Vanguard. It was launched on Aug 18, 2010. FDEWX is managed by Fidelity. It was launched on Jun 1, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFFVX or FDEWX.
Correlation
The correlation between VFFVX and FDEWX is 0.99, 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
VFFVX vs. FDEWX - Performance Comparison
Key characteristics
VFFVX:
1.37
FDEWX:
1.57
VFFVX:
1.88
FDEWX:
2.15
VFFVX:
1.25
FDEWX:
1.28
VFFVX:
2.09
FDEWX:
2.43
VFFVX:
8.70
FDEWX:
9.63
VFFVX:
1.70%
FDEWX:
1.75%
VFFVX:
10.82%
FDEWX:
10.73%
VFFVX:
-31.40%
FDEWX:
-34.73%
VFFVX:
-2.12%
FDEWX:
-2.38%
Returns By Period
The year-to-date returns for both stocks are quite close, with VFFVX having a 16.28% return and FDEWX slightly lower at 15.98%. Over the past 10 years, VFFVX has outperformed FDEWX with an annualized return of 8.77%, while FDEWX has yielded a comparatively lower 7.61% annualized return.
VFFVX
16.28%
-0.03%
6.57%
14.81%
9.37%
8.77%
FDEWX
15.98%
-0.18%
6.04%
16.84%
6.86%
7.61%
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VFFVX vs. FDEWX - Expense Ratio Comparison
VFFVX has a 0.08% expense ratio, which is lower than FDEWX's 0.12% 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
VFFVX vs. FDEWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2055 Fund (VFFVX) and Fidelity Freedom Index 2055 Fund Investor Class (FDEWX). 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
VFFVX vs. FDEWX - Dividend Comparison
VFFVX's dividend yield for the trailing twelve months is around 1.87%, more than FDEWX's 1.69% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Target Retirement 2055 Fund | 1.87% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% | 1.57% |
Fidelity Freedom Index 2055 Fund Investor Class | 1.69% | 1.92% | 1.94% | 1.51% | 1.35% | 1.69% | 2.15% | 1.69% | 2.26% | 2.29% | 1.89% | 1.46% |
Drawdowns
VFFVX vs. FDEWX - Drawdown Comparison
The maximum VFFVX drawdown since its inception was -31.40%, smaller than the maximum FDEWX drawdown of -34.73%. Use the drawdown chart below to compare losses from any high point for VFFVX and FDEWX. For additional features, visit the drawdowns tool.
Volatility
VFFVX vs. FDEWX - Volatility Comparison
Vanguard Target Retirement 2055 Fund (VFFVX) and Fidelity Freedom Index 2055 Fund Investor Class (FDEWX) have volatilities of 3.22% and 3.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.