FZAAX vs. FBALX
Compare and contrast key facts about Fidelity Advisor Balanced Fund Class Z (FZAAX) and Fidelity Balanced Fund (FBALX).
FZAAX is managed by Fidelity. It was launched on Aug 13, 2013. 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: FZAAX or FBALX.
Correlation
The correlation between FZAAX and FBALX is 0.94, 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
FZAAX vs. FBALX - Performance Comparison
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Key characteristics
Returns By Period
FZAAX
N/A
N/A
N/A
N/A
N/A
N/A
FBALX
0.42%
6.22%
-1.88%
4.90%
6.59%
4.57%
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FZAAX vs. FBALX - Expense Ratio Comparison
FZAAX has a 0.45% expense ratio, which is lower than FBALX's 0.51% expense ratio.
Risk-Adjusted Performance
FZAAX vs. FBALX — Risk-Adjusted Performance Rank
FZAAX
FBALX
FZAAX vs. FBALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class Z (FZAAX) 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.
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Dividends
FZAAX vs. FBALX - Dividend Comparison
FZAAX has not paid dividends to shareholders, while FBALX's dividend yield for the trailing twelve months is around 5.70%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAAX Fidelity Advisor Balanced Fund Class Z | 3.63% | 4.03% | 1.70% | 1.47% | 0.83% | 1.25% | 1.63% | 1.78% | 1.59% | 1.55% | 5.74% | 8.42% |
FBALX Fidelity Balanced Fund | 5.70% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.96% | 10.55% |
Drawdowns
FZAAX vs. FBALX - Drawdown Comparison
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Volatility
FZAAX vs. FBALX - Volatility Comparison
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