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

Correlation

The correlation between FABLX and AMBFX 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.


-0.50.00.51.00.0

Performance

FABLX vs. AMBFX - 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 F-2 (AMBFX). The values are adjusted to include any dividend payments, if applicable.

-4.00%-2.00%0.00%2.00%4.00%SeptemberOctoberNovemberDecember2025February0
1.65%
FABLX
AMBFX

Key characteristics

Returns By Period


FABLX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

AMBFX

YTD

4.17%

1M

2.17%

6M

1.65%

1Y

12.13%

5Y*

6.22%

10Y*

5.71%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FABLX vs. AMBFX - Expense Ratio Comparison

FABLX has a 0.81% expense ratio, which is higher than AMBFX's 0.35% expense ratio.


FABLX
Fidelity Advisor Balanced Fund Class A
Expense ratio chart for FABLX: current value at 0.81% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.81%
Expense ratio chart for AMBFX: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%

Risk-Adjusted Performance

FABLX vs. AMBFX — 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

AMBFX
The Risk-Adjusted Performance Rank of AMBFX is 6161
Overall Rank
The Sharpe Ratio Rank of AMBFX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of AMBFX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of AMBFX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of AMBFX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of AMBFX is 6060
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. AMBFX - 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 F-2 (AMBFX). 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.


Sharpe ratio
No data
FABLX
AMBFX


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.18
FABLX
AMBFX

Dividends

FABLX vs. AMBFX - Dividend Comparison

FABLX has not paid dividends to shareholders, while AMBFX's dividend yield for the trailing twelve months is around 2.22%.


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%
AMBFX
American Funds American Balanced Fund® Class F-2
2.22%2.31%2.57%1.90%1.40%1.53%2.10%2.31%1.97%1.98%2.72%8.40%

Drawdowns

FABLX vs. AMBFX - Drawdown Comparison


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February0
-2.78%
FABLX
AMBFX

Volatility

FABLX vs. AMBFX - Volatility Comparison

The current volatility for Fidelity Advisor Balanced Fund Class A (FABLX) is 0.00%, while American Funds American Balanced Fund® Class F-2 (AMBFX) has a volatility of 2.48%. This indicates that FABLX experiences smaller price fluctuations and is considered to be less risky than AMBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February0
2.48%
FABLX
AMBFX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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