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FABLX vs. ABALX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FABLX vs. ABALX

Last updated May 13, 2025

Compare and contrast key facts about Fidelity Advisor Balanced Fund Class A (FABLX) and American Funds American Balanced Fund Class A (ABALX).

FABLX is managed by Fidelity. It was launched on Sep 3, 1996. ABALX is managed by American Funds. It was launched on Jul 26, 1975.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FABLX or ABALX.

Correlation

The correlation between FABLX and ABALX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

FABLX vs. ABALX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Balanced Fund Class A (FABLX) and American Funds American Balanced Fund Class A (ABALX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

FABLX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

ABALX

YTD

1.95%

1M

5.37%

6M

-4.11%

1Y

5.72%

5Y*

7.56%

10Y*

5.16%

*Annualized

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FABLX vs. ABALX - Expense Ratio Comparison

FABLX has a 0.81% expense ratio, which is higher than ABALX's 0.56% expense ratio.

FABLX
Fidelity Advisor Balanced Fund Class A
ABALX
American Funds American Balanced Fund Class A

Risk-Adjusted Performance

FABLX vs. ABALX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FABLX
The Risk-Adjusted Performance Rank of FABLX is 8989
Overall Rank
The Sharpe Ratio Rank of FABLX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of FABLX is 8888
Sortino Ratio Rank
The Omega Ratio Rank of FABLX is 8888
Omega Ratio Rank
The Calmar Ratio Rank of FABLX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of FABLX is 9090
Martin Ratio Rank
ABALX
The Risk-Adjusted Performance Rank of ABALX is 5050
Overall Rank
The Sharpe Ratio Rank of ABALX is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of ABALX is 4646
Sortino Ratio Rank
The Omega Ratio Rank of ABALX is 4848
Omega Ratio Rank
The Calmar Ratio Rank of ABALX is 5959
Calmar Ratio Rank
The Martin Ratio Rank of ABALX is 4646
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FABLX vs. ABALX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class A (FABLX) and American Funds American Balanced Fund Class A (ABALX). 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.

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Dividends

FABLX vs. ABALX - Dividend Comparison

FABLX has not paid dividends to shareholders, while ABALX's dividend yield for the trailing twelve months is around 2.06%.

TTM20242023202220212020201920182017201620152014
FABLX
Fidelity Advisor Balanced Fund Class A		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.26%5.24%0.00%0.00%
ABALX
American Funds American Balanced Fund Class A		2.06%2.10%2.36%1.69%1.20%1.32%1.91%2.10%1.79%1.77%2.48%8.15%

Drawdowns

FABLX vs. ABALX - Drawdown Comparison

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Volatility

FABLX vs. ABALX - Volatility Comparison

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