PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
FAIGX vs. ABALX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FAIGX vs. ABALX

Last updated May 11, 2025

Compare and contrast key facts about Fidelity Advisor Balanced Fund Class M (FAIGX) and American Funds American Balanced Fund Class A (ABALX).

FAIGX is managed by Fidelity. It was launched on Jan 6, 1987. ABALX is managed by American Funds. It was launched on Jul 26, 1975.

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

Correlation

The correlation between FAIGX and ABALX 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

FAIGX vs. ABALX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Balanced Fund Class M (FAIGX) and American Funds American Balanced Fund Class A (ABALX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period

FAIGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

ABALX

YTD

0.35%

1M

4.85%

6M

-5.78%

1Y

4.05%

5Y*

6.80%

10Y*

5.08%

*Annualized

Compare stocks, funds, or ETFs

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

FAIGX vs. ABALX - Expense Ratio Comparison

FAIGX has a 1.06% expense ratio, which is higher than ABALX's 0.56% expense ratio.

FAIGX
Fidelity Advisor Balanced Fund Class M
ABALX
American Funds American Balanced Fund Class A

Risk-Adjusted Performance

FAIGX vs. ABALX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FAIGX
The Risk-Adjusted Performance Rank of FAIGX is 8888
Overall Rank
The Sharpe Ratio Rank of FAIGX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of FAIGX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of FAIGX is 8888
Omega Ratio Rank
The Calmar Ratio Rank of FAIGX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of FAIGX is 8989
Martin Ratio Rank
ABALX
The Risk-Adjusted Performance Rank of ABALX is 4747
Overall Rank
The Sharpe Ratio Rank of ABALX is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of ABALX is 4545
Sortino Ratio Rank
The Omega Ratio Rank of ABALX is 4646
Omega Ratio Rank
The Calmar Ratio Rank of ABALX is 5353
Calmar Ratio Rank
The Martin Ratio Rank of ABALX is 4545
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.

FAIGX vs. ABALX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class M (FAIGX) and American Funds American Balanced Fund Class A (ABALX). 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.

No data
No data
No data
No data
No data

Loading data...

Dividends

FAIGX vs. ABALX - Dividend Comparison

FAIGX has not paid dividends to shareholders, while ABALX's dividend yield for the trailing twelve months is around 2.10%.

TTM20242023202220212020201920182017201620152014
FAIGX
Fidelity Advisor Balanced Fund Class M		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.21%4.19%0.00%0.00%
ABALX
American Funds American Balanced Fund Class A		2.10%2.10%2.36%1.69%1.20%1.32%1.91%2.10%1.79%1.77%2.48%8.15%

Drawdowns

FAIGX vs. ABALX - Drawdown Comparison

Loading data...

Volatility

FAIGX vs. ABALX - Volatility Comparison

Loading data...