FYMIX vs. FBALX

In the year-to-date period, FYMIX achieves a 5.04% return, which is significantly higher than FBALX's 1.00% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FYMIX has a 0.05% expense ratio, which is lower than FBALX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Multi-Asset Fund (FYMIX) 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.

The current FYMIX Sharpe Ratio is 0.64, which is comparable to the FBALX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of FYMIX and FBALX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FYMIX's dividend yield for the trailing twelve months is around 1.75%, less than FBALX's 5.67% yield.

The maximum FYMIX drawdown since its inception was -22.70%, smaller than the maximum FBALX drawdown of -43.55%. Use the drawdown chart below to compare losses from any high point for FYMIX and FBALX.

The current volatility for Fidelity Sustainable Multi-Asset Fund (FYMIX) is 2.70%, while Fidelity Balanced Fund (FBALX) has a volatility of 3.07%. This indicates that FYMIX experiences smaller price fluctuations and is considered to be less risky than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.