FBAKX vs. BRK-B

In the year-to-date period, FBAKX achieves a -2.57% return, which is significantly lower than BRK-B's 13.34% return. Over the past 10 years, FBAKX has underperformed BRK-B with an annualized return of 4.35%, while BRK-B has yielded a comparatively higher 13.47% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Fidelity Balanced Fund Class K (FBAKX) and Berkshire Hathaway Inc. (BRK-B). 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 FBAKX Sharpe Ratio is 0.16, which is lower than the BRK-B Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of FBAKX and BRK-B, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBAKX's dividend yield for the trailing twelve months is around 5.91%, while BRK-B has not paid dividends to shareholders.

The maximum FBAKX drawdown since its inception was -40.94%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for FBAKX and BRK-B. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Balanced Fund Class K (FBAKX) is 4.43%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 7.81%. This indicates that FBAKX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.