FAIOX vs. AMBFX
Compare and contrast key facts about Fidelity Advisor Balanced Fund I Class (FAIOX) and American Funds American Balanced Fund® Class F-2 (AMBFX).
FAIOX is managed by Fidelity. It was launched on Jul 3, 1995. AMBFX is managed by American Funds. It was launched on Aug 5, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAIOX or AMBFX.
Key characteristics
| FAIOX | AMBFX | |
|---|---|---|
| YTD Return | 15.30% | 15.30% |
| 1Y Return | 22.09% | 22.46% |
| 3Y Return (Ann) | 4.66% | 5.52% |
| 5Y Return (Ann) | 11.32% | 8.89% |
| 10Y Return (Ann) | 9.64% | 8.59% |
| Sharpe Ratio | 2.65 | 2.68 |
| Sortino Ratio | 3.76 | 3.80 |
| Omega Ratio | 1.51 | 1.50 |
| Calmar Ratio | 3.27 | 4.15 |
| Martin Ratio | 16.81 | 18.33 |
| Ulcer Index | 1.30% | 1.22% |
| Daily Std Dev | 8.23% | 8.32% |
| Max Drawdown | -43.60% | -33.83% |
| Current Drawdown | -0.88% | -1.33% |
Correlation
The correlation between FAIOX and AMBFX is 0.95, 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
FAIOX vs. AMBFX - Performance Comparison
As of year-to-date, both investments have demonstrated similar returns, with FAIOX at 15.30% and AMBFX at 15.30%. Over the past 10 years, FAIOX has outperformed AMBFX with an annualized return of 9.64%, while AMBFX has yielded a comparatively lower 8.59% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FAIOX vs. AMBFX - Expense Ratio Comparison
FAIOX has a 0.56% expense ratio, which is higher than AMBFX's 0.35% expense ratio.
Risk-Adjusted Performance
FAIOX vs. AMBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund I Class (FAIOX) and American Funds American Balanced Fund® Class F-2 (AMBFX). 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
FAIOX vs. AMBFX - Dividend Comparison
FAIOX's dividend yield for the trailing twelve months is around 4.37%, more than AMBFX's 2.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAIOX Fidelity Advisor Balanced Fund I Class | 4.37% | 1.59% | 1.33% | 0.71% | 1.14% | 1.51% | 1.65% | 1.46% | 1.41% | 5.57% | 8.20% | 5.95% |
AMBFX American Funds American Balanced Fund® Class F-2 | 2.34% | 2.57% | 1.90% | 1.40% | 1.53% | 2.10% | 2.31% | 1.97% | 1.98% | 2.72% | 8.40% | 1.73% |
Drawdowns
FAIOX vs. AMBFX - Drawdown Comparison
The maximum FAIOX drawdown since its inception was -43.60%, which is greater than AMBFX's maximum drawdown of -33.83%. Use the drawdown chart below to compare losses from any high point for FAIOX and AMBFX. For additional features, visit the drawdowns tool.
Volatility
FAIOX vs. AMBFX - Volatility Comparison
The current volatility for Fidelity Advisor Balanced Fund I Class (FAIOX) is 0.86%, while American Funds American Balanced Fund® Class F-2 (AMBFX) has a volatility of 2.29%. This indicates that FAIOX experiences smaller price fluctuations and is considered to be less risky than AMBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.