VFORX vs. FCFFX
Compare and contrast key facts about Vanguard Target Retirement 2040 Fund (VFORX) and Fidelity Advisor Freedom 2040 Fund Class C (FCFFX).
VFORX is managed by Vanguard. It was launched on Jun 7, 2006. FCFFX is managed by Fidelity. It was launched on Jul 24, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFORX or FCFFX.
Performance
VFORX vs. FCFFX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VFORX having a 13.49% return and FCFFX slightly lower at 13.19%. Over the past 10 years, VFORX has outperformed FCFFX with an annualized return of 8.09%, while FCFFX has yielded a comparatively lower 2.53% annualized return.
VFORX
13.49%
-0.49%
6.46%
20.23%
8.89%
8.09%
FCFFX
13.19%
-1.45%
4.89%
20.01%
3.27%
2.53%
Key characteristics
| VFORX | FCFFX | |
|---|---|---|
| Sharpe Ratio | 2.05 | 1.85 |
| Sortino Ratio | 2.90 | 2.61 |
| Omega Ratio | 1.38 | 1.33 |
| Calmar Ratio | 2.53 | 0.89 |
| Martin Ratio | 12.68 | 11.51 |
| Ulcer Index | 1.57% | 1.72% |
| Daily Std Dev | 9.71% | 10.70% |
| Max Drawdown | -51.63% | -55.56% |
| Current Drawdown | -1.46% | -6.63% |
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VFORX vs. FCFFX - Expense Ratio Comparison
VFORX has a 0.08% expense ratio, which is lower than FCFFX's 1.75% expense ratio.
Correlation
The correlation between VFORX and FCFFX is 0.97, 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.
Risk-Adjusted Performance
VFORX vs. FCFFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2040 Fund (VFORX) and Fidelity Advisor Freedom 2040 Fund Class C (FCFFX). 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
VFORX vs. FCFFX - Dividend Comparison
VFORX's dividend yield for the trailing twelve months is around 2.09%, more than FCFFX's 0.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFORX Vanguard Target Retirement 2040 Fund | 2.09% | 2.38% | 2.10% | 2.39% | 1.62% | 2.28% | 2.41% | 1.91% | 1.98% | 2.16% | 1.93% | 1.77% |
FCFFX Fidelity Advisor Freedom 2040 Fund Class C | 0.58% | 0.66% | 1.30% | 1.31% | 0.23% | 0.63% | 1.10% | 0.46% | 0.74% | 3.26% | 7.09% | 6.80% |
Drawdowns
VFORX vs. FCFFX - Drawdown Comparison
The maximum VFORX drawdown since its inception was -51.63%, smaller than the maximum FCFFX drawdown of -55.56%. Use the drawdown chart below to compare losses from any high point for VFORX and FCFFX. For additional features, visit the drawdowns tool.
Volatility
VFORX vs. FCFFX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2040 Fund (VFORX) is 2.51%, while Fidelity Advisor Freedom 2040 Fund Class C (FCFFX) has a volatility of 2.94%. This indicates that VFORX experiences smaller price fluctuations and is considered to be less risky than FCFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.