Fidelity Advisor Balanced Fund Class A (FBAOX) Alternatives
Fidelity Advisor Balanced Fund Class A (FBAOX) 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 FBAOX. 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 FBAOX
FBAOX charges 0.76% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FBAOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FBAOX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FBAOX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FBAOX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FBAOX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | FBAOX vs MAANX |
Best Risk-Adjusted Alternatives to FBAOX
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 | FBAOX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FBAOX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FBAOX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FBAOX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FBAOX vs PMAIX |
Top Performing FBAOX Alternatives (YTD)
FBAOX 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 | FBAOX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FBAOX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FBAOX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FBAOX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FBAOX vs CONWX |
Lowest Volatility Alternatives to FBAOX
FBAOX 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 | FBAOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FBAOX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FBAOX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FBAOX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FBAOX vs SICIX |
Lowest Drawdown Alternatives to FBAOX
FBAOX 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 | FBAOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FBAOX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FBAOX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FBAOX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FBAOX 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 | FBAOX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FBAOX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FBAOX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FBAOX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FBAOX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FBAOX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FBAOX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FBAOX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FBAOX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FBAOX vs FTIHX |
Often Compared With FBAOX
What investors most often compare with FBAOX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Janus Henderson Balanced Fund Class T | Diversified Portfolio | 39 | -6.87% | Sep 1, 1992 | FBAOX vs JABAX | |
| Fidelity Advisor Equity Growth Fund Class A | Large Cap Growth Equities | 27 | -9.37% | Sep 3, 1996 | FBAOX vs EPGAX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | FBAOX vs FYMIX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | FBAOX vs EKBAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | FBAOX vs WWWEX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | FBAOX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | FBAOX vs TPDAX |
Compare FBAOX with Any Fund or Stock
Compare FBAOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.