VHCOX vs. FNSFX
Compare and contrast key facts about Vanguard Capital Opportunity Fund Investor Shares (VHCOX) and Fidelity Freedom 2060 Fund Class K (FNSFX).
VHCOX is managed by Vanguard. It was launched on Aug 14, 1995. FNSFX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
VHCOX vs. FNSFX - Performance Comparison
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VHCOX vs. FNSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VHCOX Vanguard Capital Opportunity Fund Investor Shares | -3.14% | 25.74% | 14.00% | 25.55% | -17.61% | 20.85% | 22.73% | 27.20% | -3.76% | 8.50% |
FNSFX Fidelity Freedom 2060 Fund Class K | -0.46% | 23.84% | 14.14% | 20.59% | -18.20% | 16.68% | 18.40% | 25.44% | -8.82% | 7.37% |
Returns By Period
In the year-to-date period, VHCOX achieves a -3.14% return, which is significantly lower than FNSFX's -0.46% return.
VHCOX
- 1D
- 3.60%
- 1M
- -6.90%
- YTD
- -3.14%
- 6M
- 2.84%
- 1Y
- 26.35%
- 3Y*
- 17.67%
- 5Y*
- 9.53%
- 10Y*
- 14.30%
FNSFX
- 1D
- 3.12%
- 1M
- -5.82%
- YTD
- -0.46%
- 6M
- 3.04%
- 1Y
- 22.59%
- 3Y*
- 16.58%
- 5Y*
- 8.62%
- 10Y*
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VHCOX vs. FNSFX - Expense Ratio Comparison
VHCOX has a 0.43% expense ratio, which is lower than FNSFX's 0.65% expense ratio.
Return for Risk
VHCOX vs. FNSFX — Risk / Return Rank
VHCOX
FNSFX
VHCOX vs. FNSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Capital Opportunity Fund Investor Shares (VHCOX) and Fidelity Freedom 2060 Fund Class K (FNSFX). 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.
| VHCOX | FNSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.44 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.76 | 2.05 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.31 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.89 | -0.02 |
Martin ratioReturn relative to average drawdown | 7.74 | 8.36 | -0.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VHCOX | FNSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.44 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.58 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.65 | -0.07 |
Correlation
The correlation between VHCOX and FNSFX is 0.92, 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
VHCOX vs. FNSFX - Dividend Comparison
VHCOX's dividend yield for the trailing twelve months is around 9.93%, more than FNSFX's 3.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCOX Vanguard Capital Opportunity Fund Investor Shares | 9.93% | 9.62% | 8.16% | 2.33% | 9.26% | 10.44% | 9.10% | 6.41% | 12.11% | 3.87% | 5.66% | 5.30% |
FNSFX Fidelity Freedom 2060 Fund Class K | 3.72% | 3.70% | 2.32% | 2.13% | 10.66% | 10.24% | 3.89% | 5.99% | 5.94% | 2.45% | 0.00% | 0.00% |
Drawdowns
VHCOX vs. FNSFX - Drawdown Comparison
The maximum VHCOX drawdown since its inception was -54.76%, which is greater than FNSFX's maximum drawdown of -30.92%. Use the drawdown chart below to compare losses from any high point for VHCOX and FNSFX.
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Drawdown Indicators
| VHCOX | FNSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.76% | -30.92% | -23.84% |
Max Drawdown (1Y)Largest decline over 1 year | -13.90% | -11.19% | -2.71% |
Max Drawdown (5Y)Largest decline over 5 years | -27.59% | -27.31% | -0.28% |
Max Drawdown (10Y)Largest decline over 10 years | -33.78% | — | — |
Current DrawdownCurrent decline from peak | -9.29% | -6.94% | -2.35% |
Average DrawdownAverage peak-to-trough decline | -10.04% | -5.69% | -4.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.53% | +0.83% |
Volatility
VHCOX vs. FNSFX - Volatility Comparison
Vanguard Capital Opportunity Fund Investor Shares (VHCOX) has a higher volatility of 7.31% compared to Fidelity Freedom 2060 Fund Class K (FNSFX) at 6.71%. This indicates that VHCOX's price experiences larger fluctuations and is considered to be riskier than FNSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VHCOX | FNSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 6.71% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 10.05% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.60% | 16.25% | +5.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.64% | 14.90% | +4.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.22% | 15.98% | +4.24% |