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FAIGX vs. VBIAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FAIGX vs. VBIAX

Last updated May 11, 2025

Compare and contrast key facts about Fidelity Advisor Balanced Fund Class M (FAIGX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).

FAIGX is managed by Fidelity. It was launched on Jan 6, 1987. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.

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

Correlation

The correlation between FAIGX and VBIAX 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. VBIAX - Performance Comparison

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

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Key characteristics

Returns By Period

FAIGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VBIAX

YTD

-3.05%

1M

5.19%

6M

-4.61%

1Y

6.01%

5Y*

8.44%

10Y*

7.65%

*Annualized

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FAIGX vs. VBIAX - Expense Ratio Comparison

FAIGX has a 1.06% expense ratio, which is higher than VBIAX's 0.07% expense ratio.

FAIGX
Fidelity Advisor Balanced Fund Class M
VBIAX
Vanguard Balanced Index Fund Admiral Shares

Risk-Adjusted Performance

FAIGX vs. VBIAX — 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
VBIAX
The Risk-Adjusted Performance Rank of VBIAX is 5959
Overall Rank
The Sharpe Ratio Rank of VBIAX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of VBIAX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of VBIAX is 5858
Omega Ratio Rank
The Calmar Ratio Rank of VBIAX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of VBIAX is 5858
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. VBIAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class M (FAIGX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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

FAIGX vs. VBIAX - Dividend Comparison

FAIGX has not paid dividends to shareholders, while VBIAX's dividend yield for the trailing twelve months is around 6.47%.

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%
VBIAX
Vanguard Balanced Index Fund Admiral Shares		6.47%5.27%4.35%2.83%3.19%2.65%2.28%2.32%1.95%2.09%2.09%1.92%

Drawdowns

FAIGX vs. VBIAX - Drawdown Comparison

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Volatility

FAIGX vs. VBIAX - Volatility Comparison

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