VWNAX vs. FNSBX
Compare and contrast key facts about Vanguard Windsor II Fund Admiral Shares (VWNAX) and Fidelity Freedom 2050 Fund Class K (FNSBX).
VWNAX is managed by Vanguard. It was launched on May 14, 2001. FNSBX is managed by Fidelity. It was launched on Jul 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWNAX or FNSBX.
Key characteristics
| VWNAX | FNSBX | |
|---|---|---|
| YTD Return | 18.39% | 17.94% |
| 1Y Return | 31.88% | 30.61% |
| 3Y Return (Ann) | 7.70% | -0.29% |
| 5Y Return (Ann) | 13.68% | 5.66% |
| Sharpe Ratio | 2.82 | 2.59 |
| Sortino Ratio | 3.81 | 3.61 |
| Omega Ratio | 1.53 | 1.47 |
| Calmar Ratio | 4.52 | 1.23 |
| Martin Ratio | 19.33 | 16.86 |
| Ulcer Index | 1.60% | 1.77% |
| Daily Std Dev | 10.96% | 11.49% |
| Max Drawdown | -57.51% | -35.44% |
| Current Drawdown | 0.00% | -0.92% |
Correlation
The correlation between VWNAX and FNSBX 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.
Performance
VWNAX vs. FNSBX - Performance Comparison
The year-to-date returns for both stocks are quite close, with VWNAX having a 18.39% return and FNSBX slightly lower at 17.94%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VWNAX vs. FNSBX - Expense Ratio Comparison
VWNAX has a 0.26% expense ratio, which is lower than FNSBX's 0.65% expense ratio.
Risk-Adjusted Performance
VWNAX vs. FNSBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor II Fund Admiral Shares (VWNAX) and Fidelity Freedom 2050 Fund Class K (FNSBX). 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
VWNAX vs. FNSBX - Dividend Comparison
VWNAX's dividend yield for the trailing twelve months is around 1.60%, more than FNSBX's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNAX Vanguard Windsor II Fund Admiral Shares | 1.60% | 1.72% | 1.70% | 1.26% | 1.38% | 2.20% | 2.70% | 2.09% | 2.57% | 2.49% | 2.42% | 2.08% |
FNSBX Fidelity Freedom 2050 Fund Class K | 1.19% | 1.41% | 2.17% | 2.32% | 1.10% | 1.56% | 1.74% | 1.27% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VWNAX vs. FNSBX - Drawdown Comparison
The maximum VWNAX drawdown since its inception was -57.51%, which is greater than FNSBX's maximum drawdown of -35.44%. Use the drawdown chart below to compare losses from any high point for VWNAX and FNSBX. For additional features, visit the drawdowns tool.
Volatility
VWNAX vs. FNSBX - Volatility Comparison
Vanguard Windsor II Fund Admiral Shares (VWNAX) has a higher volatility of 3.54% compared to Fidelity Freedom 2050 Fund Class K (FNSBX) at 3.18%. This indicates that VWNAX's price experiences larger fluctuations and is considered to be riskier than FNSBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.