AOMIX vs. FBALX
Compare and contrast key facts about American Century Investments One Choice Portfolio: Moderate (AOMIX) and Fidelity Balanced Fund (FBALX).
AOMIX is managed by American Century Investments. It was launched on Sep 29, 2004. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOMIX or FBALX.
Correlation
The correlation between AOMIX and FBALX is 0.94, 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
AOMIX vs. FBALX - Performance Comparison
Key characteristics
AOMIX:
1.63
FBALX:
1.23
AOMIX:
2.28
FBALX:
1.70
AOMIX:
1.29
FBALX:
1.23
AOMIX:
0.76
FBALX:
1.00
AOMIX:
8.58
FBALX:
5.96
AOMIX:
1.52%
FBALX:
1.93%
AOMIX:
7.97%
FBALX:
9.36%
AOMIX:
-41.77%
FBALX:
-42.81%
AOMIX:
-6.19%
FBALX:
-1.46%
Returns By Period
In the year-to-date period, AOMIX achieves a 3.74% return, which is significantly higher than FBALX's 2.91% return. Over the past 10 years, AOMIX has underperformed FBALX with an annualized return of 2.51%, while FBALX has yielded a comparatively higher 4.97% annualized return.
AOMIX
3.74%
2.39%
4.70%
12.53%
2.26%
2.51%
FBALX
2.91%
1.50%
1.72%
11.45%
4.90%
4.97%
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AOMIX vs. FBALX - Expense Ratio Comparison
AOMIX has a 0.00% expense ratio, which is lower than FBALX's 0.51% expense ratio.
Risk-Adjusted Performance
AOMIX vs. FBALX — Risk-Adjusted Performance Rank
AOMIX
FBALX
AOMIX vs. FBALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice Portfolio: Moderate (AOMIX) and Fidelity Balanced Fund (FBALX). 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
AOMIX vs. FBALX - Dividend Comparison
AOMIX's dividend yield for the trailing twelve months is around 2.44%, more than FBALX's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOMIX American Century Investments One Choice Portfolio: Moderate | 2.44% | 2.54% | 2.29% | 2.75% | 4.10% | 1.05% | 1.75% | 2.60% | 1.94% | 1.32% | 1.80% | 2.30% |
FBALX Fidelity Balanced Fund | 1.76% | 1.81% | 1.70% | 1.47% | 0.88% | 1.29% | 1.70% | 1.85% | 1.58% | 1.61% | 7.96% | 10.55% |
Drawdowns
AOMIX vs. FBALX - Drawdown Comparison
The maximum AOMIX drawdown since its inception was -41.77%, roughly equal to the maximum FBALX drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for AOMIX and FBALX. For additional features, visit the drawdowns tool.
Volatility
AOMIX vs. FBALX - Volatility Comparison
The current volatility for American Century Investments One Choice Portfolio: Moderate (AOMIX) is 1.98%, while Fidelity Balanced Fund (FBALX) has a volatility of 2.57%. This indicates that AOMIX experiences smaller price fluctuations and is considered to be less risky than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.