FSIDX vs. FBALX
Compare and contrast key facts about Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) and Fidelity Balanced Fund (FBALX).
FSIDX is managed by Fidelity. It was launched on Dec 23, 2003. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Performance
FSIDX vs. FBALX - Performance Comparison
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FSIDX vs. FBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSIDX Fidelity Advisor Strategic Dividend & Income Fund Class I | 3.31% | 12.99% | 11.46% | 9.45% | -9.90% | 18.98% | 11.25% | 22.47% | -4.43% | 11.26% |
FBALX Fidelity Balanced Fund | -3.70% | 15.11% | 16.09% | 20.31% | -18.29% | 18.27% | 22.45% | 24.40% | -3.98% | 16.52% |
Returns By Period
In the year-to-date period, FSIDX achieves a 3.31% return, which is significantly higher than FBALX's -3.70% return. Over the past 10 years, FSIDX has underperformed FBALX with an annualized return of 9.19%, while FBALX has yielded a comparatively higher 10.51% annualized return.
FSIDX
- 1D
- -0.33%
- 1M
- -5.68%
- YTD
- 3.31%
- 6M
- 5.65%
- 1Y
- 15.08%
- 3Y*
- 11.68%
- 5Y*
- 7.71%
- 10Y*
- 9.19%
FBALX
- 1D
- -0.16%
- 1M
- -5.81%
- YTD
- -3.70%
- 6M
- -0.91%
- 1Y
- 13.97%
- 3Y*
- 12.91%
- 5Y*
- 7.44%
- 10Y*
- 10.51%
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FSIDX vs. FBALX - Expense Ratio Comparison
FSIDX has a 0.72% expense ratio, which is higher than FBALX's 0.51% expense ratio.
Return for Risk
FSIDX vs. FBALX — Risk / Return Rank
FSIDX
FBALX
FSIDX vs. FBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) 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.
| FSIDX | FBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.22 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.78 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.27 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.61 | -0.07 |
Martin ratioReturn relative to average drawdown | 7.63 | 7.56 | +0.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSIDX | FBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.22 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.62 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.83 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.78 | -0.26 |
Correlation
The correlation between FSIDX and FBALX is 0.91, 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
FSIDX vs. FBALX - Dividend Comparison
FSIDX's dividend yield for the trailing twelve months is around 7.70%, more than FBALX's 5.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIDX Fidelity Advisor Strategic Dividend & Income Fund Class I | 7.70% | 7.95% | 5.25% | 5.70% | 4.22% | 8.42% | 5.67% | 6.69% | 8.18% | 6.59% | 4.92% | 6.37% |
FBALX Fidelity Balanced Fund | 5.90% | 5.69% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.70% |
Drawdowns
FSIDX vs. FBALX - Drawdown Comparison
The maximum FSIDX drawdown since its inception was -58.94%, which is greater than FBALX's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for FSIDX and FBALX.
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Drawdown Indicators
| FSIDX | FBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.94% | -43.57% | -15.37% |
Max Drawdown (1Y)Largest decline over 1 year | -9.55% | -8.14% | -1.41% |
Max Drawdown (5Y)Largest decline over 5 years | -17.10% | -22.89% | +5.79% |
Max Drawdown (10Y)Largest decline over 10 years | -30.01% | -26.68% | -3.33% |
Current DrawdownCurrent decline from peak | -5.78% | -6.47% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -6.38% | -4.39% | -1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 1.74% | +0.19% |
Volatility
FSIDX vs. FBALX - Volatility Comparison
Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) and Fidelity Balanced Fund (FBALX) have volatilities of 3.38% and 3.50%, 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.
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Volatility by Period
| FSIDX | FBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 3.50% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 6.30% | 6.47% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.75% | 11.80% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.94% | 12.15% | -1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.39% | 12.73% | -0.34% |