FABLX vs. VOO
Compare and contrast key facts about Fidelity Advisor Balanced Fund Class A (FABLX) and Vanguard S&P 500 ETF (VOO).
FABLX is managed by Fidelity. It was launched on Sep 3, 1996. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FABLX or VOO.
Correlation
The correlation between FABLX and VOO is 0.96, 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. VOO - Performance Comparison
Key characteristics
Returns By Period
FABLX
N/A
N/A
N/A
N/A
N/A
N/A
VOO
1.98%
1.13%
8.46%
25.58%
14.35%
13.37%
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FABLX vs. VOO - Expense Ratio Comparison
FABLX has a 0.81% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FABLX vs. VOO — Risk-Adjusted Performance Rank
FABLX
VOO
FABLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class A (FABLX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FABLX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FABLX Fidelity Advisor Balanced Fund Class A | 3.85% | 3.85% | 1.40% | 1.10% | 0.50% | 0.95% | 1.32% | 1.39% | 1.23% | 1.20% | 5.93% | 8.60% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FABLX vs. VOO - Drawdown Comparison
Volatility
FABLX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Balanced Fund Class A (FABLX) is 0.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. This indicates that FABLX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.