VLXVX vs. FFIJX

The year-to-date returns for both investments are quite close, with VLXVX having a 3.99% return and FFIJX slightly higher at 4.10%.

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VLXVX has a 0.08% expense ratio, which is lower than FFIJX'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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2065 Fund (VLXVX) and Fidelity Freedom Index 2065 Fund Investor Class (FFIJX). 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.

The current VLXVX Sharpe Ratio is 0.75, which is comparable to the FFIJX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of VLXVX and FFIJX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VLXVX's dividend yield for the trailing twelve months is around 2.03%, more than FFIJX's 1.80% yield.

The maximum VLXVX drawdown since its inception was -31.42%, roughly equal to the maximum FFIJX drawdown of -30.69%. Use the drawdown chart below to compare losses from any high point for VLXVX and FFIJX. For additional features, visit the drawdowns tool.

Vanguard Target Retirement 2065 Fund (VLXVX) and Fidelity Freedom Index 2065 Fund Investor Class (FFIJX) have volatilities of 4.26% and 4.47%, 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.