FBALX vs. VTI
Compare and contrast key facts about Fidelity Balanced Fund (FBALX) and Vanguard Total Stock Market ETF (VTI).
FBALX is managed by Fidelity. It was launched on Nov 6, 1986. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBALX or VTI.
Correlation
The correlation between FBALX and VTI is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FBALX vs. VTI - Performance Comparison
Key characteristics
FBALX:
0.23
VTI:
0.51
FBALX:
0.41
VTI:
0.84
FBALX:
1.06
VTI:
1.12
FBALX:
0.22
VTI:
0.52
FBALX:
0.75
VTI:
1.99
FBALX:
3.92%
VTI:
5.05%
FBALX:
12.87%
VTI:
19.98%
FBALX:
-42.81%
VTI:
-55.45%
FBALX:
-6.28%
VTI:
-7.87%
Returns By Period
In the year-to-date period, FBALX achieves a -2.13% return, which is significantly higher than VTI's -3.64% return. Over the past 10 years, FBALX has underperformed VTI with an annualized return of 4.40%, while VTI has yielded a comparatively higher 11.75% annualized return.
FBALX
-2.13%
8.64%
-4.43%
2.92%
5.67%
4.40%
VTI
-3.64%
14.17%
-5.14%
10.03%
15.30%
11.75%
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FBALX vs. VTI - Expense Ratio Comparison
FBALX has a 0.51% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
FBALX vs. VTI — Risk-Adjusted Performance Rank
FBALX
VTI
FBALX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Balanced Fund (FBALX) and Vanguard Total Stock Market ETF (VTI). 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.
Dividends
FBALX vs. VTI - Dividend Comparison
FBALX's dividend yield for the trailing twelve months is around 1.88%, more than VTI's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBALX Fidelity Balanced Fund | 1.88% | 1.81% | 1.70% | 1.47% | 0.88% | 1.29% | 1.70% | 1.85% | 1.58% | 1.61% | 7.96% | 10.55% |
VTI Vanguard Total Stock Market ETF | 1.35% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
FBALX vs. VTI - Drawdown Comparison
The maximum FBALX drawdown since its inception was -42.81%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for FBALX and VTI. For additional features, visit the drawdowns tool.
Volatility
FBALX vs. VTI - Volatility Comparison
The current volatility for Fidelity Balanced Fund (FBALX) is 6.94%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 11.92%. This indicates that FBALX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.