VLXVX vs. FFIJX
Compare and contrast key facts about Vanguard Target Retirement 2065 Fund (VLXVX) and Fidelity Freedom Index 2065 Fund Investor Class (FFIJX).
VLXVX is managed by Vanguard. It was launched on Jul 12, 2017. FFIJX is managed by Fidelity. It was launched on Jun 28, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VLXVX or FFIJX.
Performance
VLXVX vs. FFIJX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VLXVX having a 15.36% return and FFIJX slightly lower at 15.23%.
VLXVX
15.36%
-0.57%
6.92%
22.48%
10.03%
N/A
FFIJX
15.23%
-0.72%
6.65%
22.41%
9.36%
N/A
Key characteristics
| VLXVX | FFIJX | |
|---|---|---|
| Sharpe Ratio | 2.04 | 2.08 |
| Sortino Ratio | 2.83 | 2.89 |
| Omega Ratio | 1.37 | 1.38 |
| Calmar Ratio | 3.10 | 2.56 |
| Martin Ratio | 12.91 | 13.13 |
| Ulcer Index | 1.71% | 1.68% |
| Daily Std Dev | 10.82% | 10.57% |
| Max Drawdown | -31.42% | -30.68% |
| Current Drawdown | -1.76% | -1.82% |
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VLXVX vs. FFIJX - Expense Ratio Comparison
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%.
Correlation
The correlation between VLXVX and FFIJX is 0.98, 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
VLXVX vs. FFIJX - Risk-Adjusted Performance Comparison
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.
Dividends
VLXVX vs. FFIJX - Dividend Comparison
VLXVX's dividend yield for the trailing twelve months is around 1.78%, more than FFIJX's 1.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
VLXVX Vanguard Target Retirement 2065 Fund | 1.78% | 2.06% | 2.00% | 1.70% | 1.45% | 1.90% | 1.85% | 0.78% |
FFIJX Fidelity Freedom Index 2065 Fund Investor Class | 1.62% | 1.87% | 1.89% | 1.46% | 1.20% | 1.81% | 0.00% | 0.00% |
Drawdowns
VLXVX vs. FFIJX - Drawdown Comparison
The maximum VLXVX drawdown since its inception was -31.42%, roughly equal to the maximum FFIJX drawdown of -30.68%. Use the drawdown chart below to compare losses from any high point for VLXVX and FFIJX. For additional features, visit the drawdowns tool.
Volatility
VLXVX vs. FFIJX - Volatility Comparison
Vanguard Target Retirement 2065 Fund (VLXVX) and Fidelity Freedom Index 2065 Fund Investor Class (FFIJX) have volatilities of 2.90% and 2.94%, 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.