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

FABLX vs. TIBAX

Last updated May 11, 2025

Compare and contrast key facts about Fidelity Advisor Balanced Fund Class A (FABLX) and Thornburg Investment Income Builder Fund (TIBAX).

FABLX is managed by Fidelity. It was launched on Sep 3, 1996. TIBAX is managed by Thornburg. It was launched on Dec 23, 2002.

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

Correlation

The correlation between FABLX and TIBAX 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. TIBAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Balanced Fund Class A (FABLX) and Thornburg Investment Income Builder Fund (TIBAX). 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

TIBAX

YTD

10.78%

1M

8.66%

6M

9.92%

1Y

16.15%

5Y*

15.35%

10Y*

7.38%

*Annualized

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FABLX vs. TIBAX - Expense Ratio Comparison

FABLX has a 0.81% expense ratio, which is lower than TIBAX's 1.14% expense ratio.

TIBAX
Thornburg Investment Income Builder Fund
FABLX
Fidelity Advisor Balanced Fund Class A

Risk-Adjusted Performance

FABLX vs. TIBAX — 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
TIBAX
The Risk-Adjusted Performance Rank of TIBAX is 9090
Overall Rank
The Sharpe Ratio Rank of TIBAX is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of TIBAX is 8989
Sortino Ratio Rank
The Omega Ratio Rank of TIBAX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of TIBAX is 9393
Calmar Ratio Rank
The Martin Ratio Rank of TIBAX is 9191
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. TIBAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class A (FABLX) and Thornburg Investment Income Builder Fund (TIBAX). 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. TIBAX - Dividend Comparison

FABLX has not paid dividends to shareholders, while TIBAX's dividend yield for the trailing twelve months is around 4.16%.

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%
TIBAX
Thornburg Investment Income Builder Fund		4.16%4.57%4.67%5.62%5.10%4.11%4.23%4.49%4.22%3.83%4.31%5.20%

Drawdowns

FABLX vs. TIBAX - Drawdown Comparison

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Volatility

FABLX vs. TIBAX - Volatility Comparison

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