FBALX vs. AAPL

In the year-to-date period, FBALX achieves a -2.06% return, which is significantly higher than AAPL's -20.63% return. Over the past 10 years, FBALX has underperformed AAPL with an annualized return of 4.41%, while AAPL has yielded a comparatively higher 21.59% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Fidelity Balanced Fund (FBALX) and Apple Inc (AAPL). 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 FBALX Sharpe Ratio is 0.21, which is comparable to the AAPL Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of FBALX and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBALX's dividend yield for the trailing twelve months is around 5.85%, more than AAPL's 0.38% yield.

The maximum FBALX drawdown since its inception was -42.81%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for FBALX and AAPL. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Balanced Fund (FBALX) is 4.41%, while Apple Inc (AAPL) has a volatility of 10.70%. This indicates that FBALX experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.