FCNSX vs. FBALX
Compare and contrast key facts about Fidelity Series Canada Fund (FCNSX) and Fidelity Balanced Fund (FBALX).
FCNSX is managed by Fidelity. It was launched on Aug 15, 2017. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Performance
FCNSX vs. FBALX - Performance Comparison
Loading graphics...
FCNSX vs. FBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCNSX Fidelity Series Canada Fund | 3.19% | 28.56% | 9.88% | 15.95% | -6.88% | 28.62% | 4.47% | 27.78% | -15.01% | 10.10% |
FBALX Fidelity Balanced Fund | -1.74% | 15.11% | 16.09% | 20.31% | -18.29% | 18.27% | 22.45% | 24.40% | -3.98% | 5.81% |
Returns By Period
In the year-to-date period, FCNSX achieves a 3.19% return, which is significantly higher than FBALX's -1.74% return.
FCNSX
- 1D
- 2.36%
- 1M
- -5.30%
- YTD
- 3.19%
- 6M
- 8.68%
- 1Y
- 28.88%
- 3Y*
- 17.33%
- 5Y*
- 12.51%
- 10Y*
- —
FBALX
- 1D
- 2.04%
- 1M
- -3.87%
- YTD
- -1.74%
- 6M
- 0.80%
- 1Y
- 15.76%
- 3Y*
- 13.67%
- 5Y*
- 7.65%
- 10Y*
- 10.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCNSX vs. FBALX - Expense Ratio Comparison
FCNSX has a 0.00% expense ratio, which is lower than FBALX's 0.51% expense ratio.
Return for Risk
FCNSX vs. FBALX — Risk / Return Rank
FCNSX
FBALX
FCNSX vs. FBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Canada Fund (FCNSX) 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.
| FCNSX | FBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 1.37 | +0.55 |
Sortino ratioReturn per unit of downside risk | 2.60 | 1.99 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.30 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.96 | 2.05 | +0.91 |
Martin ratioReturn relative to average drawdown | 13.75 | 9.47 | +4.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FCNSX | FBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 1.37 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.63 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.79 | -0.18 |
Correlation
The correlation between FCNSX and FBALX is 0.74, 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.
Dividends
FCNSX vs. FBALX - Dividend Comparison
FCNSX's dividend yield for the trailing twelve months is around 1.99%, less than FBALX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNSX Fidelity Series Canada Fund | 1.99% | 2.06% | 3.05% | 3.42% | 3.12% | 2.20% | 2.14% | 2.24% | 2.51% | 1.07% | 0.00% | 0.00% |
FBALX Fidelity Balanced Fund | 5.79% | 5.69% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.70% |
Drawdowns
FCNSX vs. FBALX - Drawdown Comparison
The maximum FCNSX drawdown since its inception was -41.47%, roughly equal to the maximum FBALX drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for FCNSX and FBALX.
Loading graphics...
Drawdown Indicators
| FCNSX | FBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.47% | -43.57% | +2.10% |
Max Drawdown (1Y)Largest decline over 1 year | -10.35% | -8.14% | -2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -21.35% | -22.89% | +1.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.68% | — |
Current DrawdownCurrent decline from peak | -5.30% | -4.56% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -5.23% | -4.39% | -0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 1.76% | +0.47% |
Volatility
FCNSX vs. FBALX - Volatility Comparison
Fidelity Series Canada Fund (FCNSX) has a higher volatility of 5.03% compared to Fidelity Balanced Fund (FBALX) at 4.19%. This indicates that FCNSX's price experiences larger fluctuations and is considered to be riskier than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FCNSX | FBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 4.19% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 6.77% | +3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.79% | 11.94% | +3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.28% | 12.18% | +4.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.67% | 12.75% | +5.92% |