FABLX vs. AMBFX
Compare and contrast key facts about Fidelity Advisor Balanced Fund Class A (FABLX) and American Funds American Balanced Fund® Class F-2 (AMBFX).
FABLX is managed by Fidelity. It was launched on Sep 3, 1996. AMBFX is managed by American Funds. It was launched on Aug 5, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FABLX or AMBFX.
Key characteristics
| FABLX | AMBFX | |
|---|---|---|
| YTD Return | 15.12% | 15.87% |
| 1Y Return | 24.19% | 25.45% |
| 3Y Return (Ann) | 4.28% | 5.73% |
| 5Y Return (Ann) | 11.26% | 9.22% |
| 10Y Return (Ann) | 9.35% | 8.69% |
| Sharpe Ratio | 2.91 | 3.02 |
| Sortino Ratio | 4.16 | 4.31 |
| Omega Ratio | 1.56 | 1.58 |
| Calmar Ratio | 2.64 | 3.34 |
| Martin Ratio | 19.02 | 21.09 |
| Ulcer Index | 1.30% | 1.21% |
| Daily Std Dev | 8.48% | 8.48% |
| Max Drawdown | -43.91% | -33.83% |
| Current Drawdown | -0.86% | -0.05% |
Correlation
The correlation between FABLX and AMBFX is 0.95, 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
FABLX vs. AMBFX - Performance Comparison
The year-to-date returns for both investments are quite close, with FABLX having a 15.12% return and AMBFX slightly higher at 15.87%. Over the past 10 years, FABLX has outperformed AMBFX with an annualized return of 9.35%, while AMBFX has yielded a comparatively lower 8.69% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FABLX vs. AMBFX - Expense Ratio Comparison
FABLX has a 0.81% expense ratio, which is higher than AMBFX's 0.35% expense ratio.
Risk-Adjusted Performance
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.
Dividends
FABLX vs. AMBFX - Dividend Comparison
FABLX's dividend yield for the trailing twelve months is around 4.25%, more than AMBFX's 2.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FABLX Fidelity Advisor Balanced Fund Class A | 4.25% | 1.40% | 1.10% | 0.50% | 0.95% | 1.32% | 1.39% | 1.23% | 1.20% | 5.34% | 7.92% | 5.65% |
AMBFX American Funds American Balanced Fund® Class F-2 | 2.33% | 2.57% | 1.90% | 1.40% | 1.53% | 2.10% | 2.31% | 1.97% | 1.98% | 2.72% | 8.40% | 1.73% |
Drawdowns
FABLX vs. AMBFX - Drawdown Comparison
The maximum FABLX drawdown since its inception was -43.91%, which is greater than AMBFX's maximum drawdown of -33.83%. Use the drawdown chart below to compare losses from any high point for FABLX and AMBFX. For additional features, visit the drawdowns tool.
Volatility
FABLX vs. AMBFX - Volatility Comparison
The current volatility for Fidelity Advisor Balanced Fund Class A (FABLX) is 1.28%, while American Funds American Balanced Fund® Class F-2 (AMBFX) has a volatility of 2.33%. 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.