FAIGX vs. VBIAX
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 0.96, 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
FAIGX vs. VBIAX - Performance Comparison
Key characteristics
Returns By Period
FAIGX
N/A
N/A
N/A
N/A
N/A
N/A
VBIAX
2.50%
0.91%
7.71%
16.50%
8.61%
8.50%
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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.
Risk-Adjusted Performance
FAIGX vs. VBIAX — Risk-Adjusted Performance Rank
FAIGX
VBIAX
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.
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 5.14%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAIGX Fidelity Advisor Balanced Fund Class M | 3.58% | 3.58% | 1.14% | 0.79% | 0.22% | 0.70% | 1.05% | 1.08% | 0.97% | 0.95% | 5.39% | 8.02% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.14% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% |
Drawdowns
FAIGX vs. VBIAX - Drawdown Comparison
Volatility
FAIGX vs. VBIAX - Volatility Comparison
The current volatility for Fidelity Advisor Balanced Fund Class M (FAIGX) is 0.00%, while Vanguard Balanced Index Fund Admiral Shares (VBIAX) has a volatility of 2.71%. This indicates that FAIGX experiences smaller price fluctuations and is considered to be less risky than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.