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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCNSX or FBALX.
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.
Performance
FCNSX vs. FBALX - Performance Comparison
Key characteristics
FCNSX:
1.36
FBALX:
1.23
FCNSX:
1.92
FBALX:
1.70
FCNSX:
1.24
FBALX:
1.23
FCNSX:
2.33
FBALX:
1.00
FCNSX:
6.35
FBALX:
5.96
FCNSX:
2.64%
FBALX:
1.93%
FCNSX:
12.29%
FBALX:
9.36%
FCNSX:
-41.47%
FBALX:
-42.81%
FCNSX:
-0.93%
FBALX:
-1.46%
Returns By Period
In the year-to-date period, FCNSX achieves a 5.68% return, which is significantly higher than FBALX's 2.91% return.
FCNSX
5.68%
5.27%
7.20%
14.65%
10.31%
N/A
FBALX
2.91%
1.50%
1.72%
11.45%
4.90%
4.97%
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FCNSX vs. FBALX - Expense Ratio Comparison
FCNSX has a 0.00% expense ratio, which is lower than FBALX's 0.51% expense ratio.
Risk-Adjusted Performance
FCNSX vs. FBALX — Risk-Adjusted Performance Rank
FCNSX
FBALX
FCNSX vs. FBALX - Risk-Adjusted Performance 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.
Dividends
FCNSX vs. FBALX - Dividend Comparison
FCNSX's dividend yield for the trailing twelve months is around 2.50%, more than FBALX's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNSX Fidelity Series Canada Fund | 2.50% | 2.65% | 2.58% | 3.05% | 2.20% | 2.14% | 2.24% | 2.51% | 0.89% | 0.00% | 0.00% | 0.00% |
FBALX Fidelity Balanced Fund | 1.76% | 1.81% | 1.70% | 1.47% | 0.88% | 1.29% | 1.70% | 1.85% | 1.58% | 1.61% | 7.96% | 10.55% |
Drawdowns
FCNSX vs. FBALX - Drawdown Comparison
The maximum FCNSX drawdown since its inception was -41.47%, roughly equal to the maximum FBALX drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for FCNSX and FBALX. For additional features, visit the drawdowns tool.
Volatility
FCNSX vs. FBALX - Volatility Comparison
Fidelity Series Canada Fund (FCNSX) has a higher volatility of 3.83% compared to Fidelity Balanced Fund (FBALX) at 2.57%. 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.