FABLX vs. FBALX
Compare and contrast key facts about Fidelity Advisor Balanced Fund Class A (FABLX) and Fidelity Balanced Fund (FBALX).
FABLX is managed by Fidelity. It was launched on Sep 3, 1996. 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: FABLX or FBALX.
Correlation
The correlation between FABLX and FBALX 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. FBALX - Performance Comparison
Key characteristics
Returns By Period
FABLX
N/A
N/A
N/A
N/A
N/A
N/A
FBALX
3.08%
1.67%
1.52%
12.08%
5.11%
4.99%
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. FBALX - Expense Ratio Comparison
FABLX has a 0.81% expense ratio, which is higher than FBALX's 0.51% expense ratio.
Risk-Adjusted Performance
FABLX vs. FBALX — Risk-Adjusted Performance Rank
FABLX
FBALX
FABLX vs. FBALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class A (FABLX) 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
FABLX vs. FBALX - Dividend Comparison
FABLX has not paid dividends to shareholders, while FBALX's dividend yield for the trailing twelve months is around 1.75%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FBALX Fidelity Balanced Fund | 1.75% | 1.81% | 1.70% | 1.47% | 0.88% | 1.29% | 1.70% | 1.85% | 1.58% | 1.61% | 7.96% | 10.55% |
Drawdowns
FABLX vs. FBALX - Drawdown Comparison
Volatility
FABLX vs. FBALX - Volatility Comparison
The current volatility for Fidelity Advisor Balanced Fund Class A (FABLX) is 0.00%, while Fidelity Balanced Fund (FBALX) has a volatility of 2.50%. This indicates that FABLX 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.