Fidelity Balanced K6 Fund (FBKFX) Alternatives
Fidelity Balanced K6 Fund (FBKFX) 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 FBKFX. 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 FBKFX
FBKFX charges 0.32% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FBKFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FBKFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FBKFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FBKFX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FBKFX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FBKFX vs BWBIX |
Best Risk-Adjusted Alternatives to FBKFX
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 | FBKFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FBKFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FBKFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FBKFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FBKFX vs PMAIX |
Top Performing FBKFX Alternatives (YTD)
FBKFX 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 | FBKFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FBKFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FBKFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FBKFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FBKFX vs CONWX |
Lowest Volatility Alternatives to FBKFX
FBKFX 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 | FBKFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FBKFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FBKFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FBKFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FBKFX vs SICIX |
Lowest Drawdown Alternatives to FBKFX
FBKFX 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 | FBKFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FBKFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FBKFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FBKFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FBKFX 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 | FBKFX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FBKFX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FBKFX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FBKFX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FBKFX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FBKFX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FBKFX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FBKFX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FBKFX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FBKFX vs FTIHX |
Often Compared With FBKFX
What investors most often compare with FBKFX, based on PortfoliosLab usage data.
Compare FBKFX with Any Fund or Stock
Compare FBKFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.