VTWNX vs. FPIFX
Compare and contrast key facts about Vanguard Target Retirement 2020 Fund (VTWNX) and Fidelity Freedom Index 2020 Fund Investor Class (FPIFX).
VTWNX is managed by Vanguard. It was launched on Jun 7, 2006. FPIFX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTWNX or FPIFX.
Correlation
The correlation between VTWNX and FPIFX is 0.91, 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
VTWNX vs. FPIFX - Performance Comparison
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Key characteristics
VTWNX:
1.21
FPIFX:
0.67
VTWNX:
1.73
FPIFX:
0.95
VTWNX:
1.23
FPIFX:
1.13
VTWNX:
0.38
FPIFX:
0.66
VTWNX:
6.16
FPIFX:
2.28
VTWNX:
1.29%
FPIFX:
2.39%
VTWNX:
6.66%
FPIFX:
8.43%
VTWNX:
-42.16%
FPIFX:
-27.84%
VTWNX:
-13.49%
FPIFX:
-1.39%
Returns By Period
In the year-to-date period, VTWNX achieves a 3.59% return, which is significantly higher than FPIFX's 3.22% return. Over the past 10 years, VTWNX has underperformed FPIFX with an annualized return of 2.15%, while FPIFX has yielded a comparatively higher 3.31% annualized return.
VTWNX
3.59%
4.02%
3.12%
7.98%
4.84%
1.05%
2.15%
FPIFX
3.22%
4.21%
0.87%
5.59%
5.51%
4.87%
3.31%
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VTWNX vs. FPIFX - Expense Ratio Comparison
VTWNX has a 0.08% expense ratio, which is lower than FPIFX'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
VTWNX vs. FPIFX — Risk-Adjusted Performance Rank
VTWNX
FPIFX
VTWNX vs. FPIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2020 Fund (VTWNX) and Fidelity Freedom Index 2020 Fund Investor Class (FPIFX). 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.
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Dividends
VTWNX vs. FPIFX - Dividend Comparison
VTWNX's dividend yield for the trailing twelve months is around 3.08%, more than FPIFX's 2.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWNX Vanguard Target Retirement 2020 Fund | 3.08% | 3.19% | 2.94% | 2.58% | 2.54% | 1.62% | 2.43% | 2.60% | 2.01% | 1.99% | 2.18% | 1.90% |
FPIFX Fidelity Freedom Index 2020 Fund Investor Class | 2.83% | 2.89% | 2.42% | 2.62% | 1.52% | 1.38% | 2.03% | 2.17% | 1.72% | 1.79% | 1.91% | 4.65% |
Drawdowns
VTWNX vs. FPIFX - Drawdown Comparison
The maximum VTWNX drawdown since its inception was -42.16%, which is greater than FPIFX's maximum drawdown of -27.84%. Use the drawdown chart below to compare losses from any high point for VTWNX and FPIFX. For additional features, visit the drawdowns tool.
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Volatility
VTWNX vs. FPIFX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2020 Fund (VTWNX) is 1.41%, while Fidelity Freedom Index 2020 Fund Investor Class (FPIFX) has a volatility of 1.88%. This indicates that VTWNX experiences smaller price fluctuations and is considered to be less risky than FPIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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