FCTDX vs. FBAKX
Compare and contrast key facts about Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Fidelity Balanced Fund Class K (FBAKX).
FCTDX is managed by Fidelity. It was launched on Mar 20, 2018. FBAKX 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: FCTDX or FBAKX.
Key characteristics
| FCTDX | FBAKX | |
|---|---|---|
| YTD Return | 25.60% | 17.28% |
| 1Y Return | 33.43% | 24.22% |
| 3Y Return (Ann) | 8.93% | 4.96% |
| 5Y Return (Ann) | 15.68% | 12.06% |
| Sharpe Ratio | 2.68 | 2.79 |
| Sortino Ratio | 3.63 | 3.94 |
| Omega Ratio | 1.50 | 1.52 |
| Calmar Ratio | 3.95 | 3.21 |
| Martin Ratio | 17.37 | 18.35 |
| Ulcer Index | 1.93% | 1.30% |
| Daily Std Dev | 12.49% | 8.56% |
| Max Drawdown | -34.51% | -40.94% |
| Current Drawdown | -1.25% | -0.79% |
Correlation
The correlation between FCTDX and FBAKX is 0.98, 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
FCTDX vs. FBAKX - Performance Comparison
In the year-to-date period, FCTDX achieves a 25.60% return, which is significantly higher than FBAKX's 17.28% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCTDX vs. FBAKX - Expense Ratio Comparison
FCTDX has a 0.61% expense ratio, which is higher than FBAKX's 0.45% expense ratio.
Risk-Adjusted Performance
FCTDX vs. FBAKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Fidelity Balanced Fund Class K (FBAKX). 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
FCTDX vs. FBAKX - Dividend Comparison
FCTDX's dividend yield for the trailing twelve months is around 0.94%, less than FBAKX's 1.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 0.94% | 1.05% | 1.22% | 0.80% | 1.33% | 1.50% | 1.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FBAKX Fidelity Balanced Fund Class K | 1.83% | 1.77% | 1.56% | 0.96% | 1.36% | 1.77% | 1.96% | 1.66% | 1.70% | 8.48% | 10.70% | 7.47% |
Drawdowns
FCTDX vs. FBAKX - Drawdown Comparison
The maximum FCTDX drawdown since its inception was -34.51%, smaller than the maximum FBAKX drawdown of -40.94%. Use the drawdown chart below to compare losses from any high point for FCTDX and FBAKX. For additional features, visit the drawdowns tool.
Volatility
FCTDX vs. FBAKX - Volatility Comparison
Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) has a higher volatility of 3.87% compared to Fidelity Balanced Fund Class K (FBAKX) at 2.53%. This indicates that FCTDX's price experiences larger fluctuations and is considered to be riskier than FBAKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.