FANAX vs. FBALX

In the year-to-date period, FANAX achieves a -1.73% return, which is significantly lower than FBALX's 1.34% return. Over the past 10 years, FANAX has underperformed FBALX with an annualized return of 3.29%, while FBALX has yielded a comparatively higher 4.62% annualized return.

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FANAX has a 1.05% expense ratio, which is higher than FBALX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Energy Fund Class A (FANAX) and Fidelity Balanced Fund (FBALX). 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.

The current FANAX Sharpe Ratio is -0.45, which is lower than the FBALX Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of FANAX and FBALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FANAX's dividend yield for the trailing twelve months is around 0.97%, less than FBALX's 1.82% yield.

The maximum FANAX drawdown since its inception was -76.21%, which is greater than FBALX's maximum drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for FANAX and FBALX. For additional features, visit the drawdowns tool.

Fidelity Advisor Energy Fund Class A (FANAX) has a higher volatility of 6.94% compared to Fidelity Balanced Fund (FBALX) at 3.44%. This indicates that FANAX's price experiences larger fluctuations and is considered to be riskier than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.