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FBALX vs. SWOBX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FBALX vs. SWOBX

Last updated May 12, 2025

Compare and contrast key facts about Fidelity Balanced Fund (FBALX) and Schwab Balanced Fund™ (SWOBX).

FBALX is managed by Fidelity. It was launched on Nov 6, 1986. SWOBX is managed by Charles Schwab. It was launched on Nov 17, 1996.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBALX or SWOBX.

Correlation

The correlation between FBALX and SWOBX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

FBALX vs. SWOBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Balanced Fund (FBALX) and Schwab Balanced Fund™ (SWOBX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

FBALX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SWOBX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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FBALX vs. SWOBX - Expense Ratio Comparison

FBALX has a 0.51% expense ratio, which is higher than SWOBX's 0.00% expense ratio.

FBALX
Fidelity Balanced Fund
SWOBX
Schwab Balanced Fund™

Risk-Adjusted Performance

FBALX vs. SWOBX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FBALX
The Risk-Adjusted Performance Rank of FBALX is 3737
Overall Rank
The Sharpe Ratio Rank of FBALX is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of FBALX is 3636
Sortino Ratio Rank
The Omega Ratio Rank of FBALX is 3535
Omega Ratio Rank
The Calmar Ratio Rank of FBALX is 4040
Calmar Ratio Rank
The Martin Ratio Rank of FBALX is 3737
Martin Ratio Rank
SWOBX
The Risk-Adjusted Performance Rank of SWOBX is 4444
Overall Rank
The Sharpe Ratio Rank of SWOBX is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of SWOBX is 4444
Sortino Ratio Rank
The Omega Ratio Rank of SWOBX is 4343
Omega Ratio Rank
The Calmar Ratio Rank of SWOBX is 4444
Calmar Ratio Rank
The Martin Ratio Rank of SWOBX is 4343
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FBALX vs. SWOBX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Balanced Fund (FBALX) and Schwab Balanced Fund™ (SWOBX). 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.

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Dividends

FBALX vs. SWOBX - Dividend Comparison

FBALX's dividend yield for the trailing twelve months is around 1.88%, while SWOBX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
FBALX
Fidelity Balanced Fund		1.88%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SWOBX
Schwab Balanced Fund™		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FBALX vs. SWOBX - Drawdown Comparison

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Volatility

FBALX vs. SWOBX - Volatility Comparison

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