Fidelity Balanced Fund Class K (FBAKX) Alternatives
Fidelity Balanced Fund Class K (FBAKX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FBAKX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FBAKX
FBAKX charges 0.45% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FBAKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FBAKX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FBAKX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FBAKX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FBAKX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FBAKX vs BWBIX |
Best Risk-Adjusted Alternatives to FBAKX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FBAKX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FBAKX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FBAKX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FBAKX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FBAKX vs PMAIX |
Top Performing FBAKX Alternatives (YTD)
FBAKX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FBAKX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FBAKX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FBAKX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FBAKX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FBAKX vs CONWX |
Lowest Volatility Alternatives to FBAKX
FBAKX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FBAKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FBAKX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FBAKX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FBAKX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FBAKX vs SICIX |
Lowest Drawdown Alternatives to FBAKX
FBAKX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FBAKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FBAKX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FBAKX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FBAKX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FBAKX vs SICIX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FBAKX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FBAKX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FBAKX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FBAKX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FBAKX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FBAKX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FBAKX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FBAKX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FBAKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FBAKX vs FTIHX |
Often Compared With FBAKX
What investors most often compare with FBAKX, based on PortfoliosLab usage data.
Compare FBAKX with Any Fund or Stock
Compare FBAKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.