Fidelity Balanced Fund (FBALX) Alternatives
Fidelity Balanced Fund (FBALX) 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 FBALX. 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 FBALX
FBALX charges 0.51% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FBALX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FBALX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FBALX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FBALX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FBALX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | FBALX vs MAANX |
Best Risk-Adjusted Alternatives to FBALX
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 | FBALX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FBALX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FBALX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FBALX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FBALX vs PMAIX |
Top Performing FBALX Alternatives (YTD)
FBALX 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 | FBALX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FBALX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FBALX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FBALX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FBALX vs CONWX |
Lowest Volatility Alternatives to FBALX
FBALX 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 | FBALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FBALX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FBALX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FBALX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FBALX vs SICIX |
Lowest Drawdown Alternatives to FBALX
FBALX 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 | FBALX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FBALX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FBALX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FBALX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FBALX 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 | FBALX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FBALX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FBALX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FBALX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FBALX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FBALX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FBALX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FBALX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FBALX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FBALX vs FTIHX |
Often Compared With FBALX
What investors most often compare with FBALX, based on PortfoliosLab usage data.
Compare FBALX with Any Fund or Stock
Compare FBALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.