FABCX vs. VBIAX
Compare and contrast key facts about Fidelity Advisor Balanced Fund Class C (FABCX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
FABCX is managed by Fidelity. It was launched on Nov 3, 1997. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FABCX or VBIAX.
Correlation
The correlation between FABCX and VBIAX 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
FABCX vs. VBIAX - Performance Comparison
Key characteristics
Returns By Period
FABCX
N/A
N/A
N/A
N/A
N/A
N/A
VBIAX
-2.81%
6.65%
-1.14%
7.51%
8.91%
7.61%
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FABCX vs. VBIAX - Expense Ratio Comparison
FABCX has a 1.57% expense ratio, which is higher than VBIAX's 0.07% expense ratio.
Risk-Adjusted Performance
FABCX vs. VBIAX — Risk-Adjusted Performance Rank
FABCX
VBIAX
FABCX vs. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class C (FABCX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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
FABCX vs. VBIAX - Dividend Comparison
FABCX has not paid dividends to shareholders, while VBIAX's dividend yield for the trailing twelve months is around 4.48%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FABCX Fidelity Advisor Balanced Fund Class C | 3.14% | 3.31% | 0.73% | 0.32% | 0.00% | 0.33% | 0.60% | 0.57% | 0.45% | 0.50% | 4.49% | 6.86% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 4.48% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% |
Drawdowns
FABCX vs. VBIAX - Drawdown Comparison
Volatility
FABCX vs. VBIAX - Volatility Comparison
The current volatility for Fidelity Advisor Balanced Fund Class C (FABCX) is 0.00%, while Vanguard Balanced Index Fund Admiral Shares (VBIAX) has a volatility of 8.48%. This indicates that FABCX experiences smaller price fluctuations and is considered to be less risky than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.