FBKFX vs. FBALX

In the year-to-date period, FBKFX achieves a -0.44% return, which is significantly lower than FBALX's -0.12% return.

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FBKFX has a 0.32% expense ratio, which is lower than FBALX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Balanced K6 Fund (FBKFX) and Fidelity Balanced Fund (FBALX). 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 FBKFX Sharpe Ratio is 0.58, which is higher than the FBALX Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of FBKFX and FBALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBKFX's dividend yield for the trailing twelve months is around 2.83%, more than FBALX's 1.84% yield.

The maximum FBKFX drawdown since its inception was -26.58%, smaller than the maximum FBALX drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for FBKFX and FBALX. For additional features, visit the drawdowns tool.

Fidelity Balanced K6 Fund (FBKFX) and Fidelity Balanced Fund (FBALX) have volatilities of 3.99% and 3.89%, 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.