FIUIX vs. FBALX
Compare and contrast key facts about Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity Balanced Fund (FBALX).
FIUIX is managed by Fidelity. It was launched on Nov 27, 1987. 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: FIUIX or FBALX.
Key characteristics
FIUIX | FBALX | |
---|---|---|
YTD Return | 28.89% | 14.00% |
1Y Return | 35.04% | 20.38% |
3Y Return (Ann) | 13.55% | 5.41% |
5Y Return (Ann) | 9.28% | 11.56% |
10Y Return (Ann) | 9.19% | 9.71% |
Sharpe Ratio | 2.31 | 2.21 |
Daily Std Dev | 15.09% | 9.25% |
Max Drawdown | -64.42% | -42.81% |
Current Drawdown | -0.47% | 0.00% |
Correlation
The correlation between FIUIX and FBALX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIUIX vs. FBALX - Performance Comparison
In the year-to-date period, FIUIX achieves a 28.89% return, which is significantly higher than FBALX's 14.00% return. Over the past 10 years, FIUIX has underperformed FBALX with an annualized return of 9.19%, while FBALX has yielded a comparatively higher 9.71% annualized 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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FIUIX vs. FBALX - Expense Ratio Comparison
FIUIX has a 0.60% expense ratio, which is higher than FBALX's 0.51% expense ratio.
Risk-Adjusted Performance
FIUIX vs. FBALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) 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
FIUIX vs. FBALX - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 5.56%, more than FBALX's 2.18% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Telecom and Utilities Fund | 5.56% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 4.74% | 3.22% | 1.91% |
Fidelity Balanced Fund | 2.18% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.96% | 10.55% | 7.31% |
Drawdowns
FIUIX vs. FBALX - Drawdown Comparison
The maximum FIUIX drawdown since its inception was -64.42%, which is greater than FBALX's maximum drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for FIUIX and FBALX. For additional features, visit the drawdowns tool.
Volatility
FIUIX vs. FBALX - Volatility Comparison
Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity Balanced Fund (FBALX) have volatilities of 2.63% and 2.73%, 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.