FBAKX vs. VWENX

In the year-to-date period, FBAKX achieves a -2.12% return, which is significantly lower than VWENX's -0.68% return. Over the past 10 years, FBAKX has underperformed VWENX with an annualized return of 4.49%, while VWENX has yielded a comparatively higher 8.17% annualized return.

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FBAKX has a 0.45% expense ratio, which is higher than VWENX's 0.16% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Balanced Fund Class K (FBAKX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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 0.20, which is lower than the VWENX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of FBAKX and VWENX, 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%, less than VWENX's 11.03% yield.

The maximum FBAKX drawdown since its inception was -40.94%, which is greater than VWENX's maximum drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for FBAKX and VWENX. For additional features, visit the drawdowns tool.

Fidelity Balanced Fund Class K (FBAKX) and Vanguard Wellington Fund Admiral Shares (VWENX) have volatilities of 4.43% and 4.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.