SNXFX vs. FBALX
Compare and contrast key facts about Schwab 1000 Index Fund (SNXFX) and Fidelity Balanced Fund (FBALX).
SNXFX is a passively managed fund by Charles Schwab that tracks the performance of the Schwab 1000 Index. It was launched on Apr 2, 1991. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Performance
SNXFX vs. FBALX - Performance Comparison
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SNXFX vs. FBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNXFX Schwab 1000 Index Fund | -4.19% | 17.23% | 24.46% | 26.53% | -19.46% | 26.10% | 20.71% | 31.43% | -5.04% | 21.71% |
FBALX Fidelity Balanced Fund | -1.74% | 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, SNXFX achieves a -4.19% return, which is significantly lower than FBALX's -1.74% return. Over the past 10 years, SNXFX has outperformed FBALX with an annualized return of 13.72%, while FBALX has yielded a comparatively lower 10.73% annualized return.
SNXFX
- 1D
- 2.95%
- 1M
- -5.11%
- YTD
- -4.19%
- 6M
- -2.28%
- 1Y
- 17.24%
- 3Y*
- 18.07%
- 5Y*
- 10.92%
- 10Y*
- 13.72%
FBALX
- 1D
- 2.04%
- 1M
- -3.87%
- YTD
- -1.74%
- 6M
- 0.80%
- 1Y
- 15.76%
- 3Y*
- 13.67%
- 5Y*
- 7.65%
- 10Y*
- 10.73%
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SNXFX vs. FBALX - Expense Ratio Comparison
SNXFX has a 0.05% expense ratio, which is lower than FBALX's 0.51% expense ratio.
Return for Risk
SNXFX vs. FBALX — Risk / Return Rank
SNXFX
FBALX
SNXFX vs. FBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab 1000 Index Fund (SNXFX) 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.
| SNXFX | FBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.37 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.99 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.05 | -0.57 |
Martin ratioReturn relative to average drawdown | 7.11 | 9.47 | -2.36 |
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
| SNXFX | FBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.37 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.63 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.84 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.79 | -0.23 |
Correlation
The correlation between SNXFX and FBALX is 0.93, 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
SNXFX vs. FBALX - Dividend Comparison
SNXFX's dividend yield for the trailing twelve months is around 1.52%, less than FBALX's 5.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNXFX Schwab 1000 Index Fund | 1.52% | 1.45% | 1.23% | 1.41% | 1.61% | 1.74% | 2.76% | 3.01% | 6.49% | 4.23% | 3.41% | 6.31% |
FBALX Fidelity Balanced Fund | 5.79% | 5.69% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.70% |
Drawdowns
SNXFX vs. FBALX - Drawdown Comparison
The maximum SNXFX drawdown since its inception was -55.08%, which is greater than FBALX's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for SNXFX and FBALX.
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Drawdown Indicators
| SNXFX | FBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.08% | -43.57% | -11.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.33% | -8.14% | -4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -25.36% | -22.89% | -2.47% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | -26.68% | -7.90% |
Current DrawdownCurrent decline from peak | -6.25% | -4.56% | -1.69% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -4.39% | -4.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 1.76% | +0.81% |
Volatility
SNXFX vs. FBALX - Volatility Comparison
Schwab 1000 Index Fund (SNXFX) has a higher volatility of 5.45% compared to Fidelity Balanced Fund (FBALX) at 4.19%. This indicates that SNXFX's price experiences larger fluctuations and is considered to be riskier than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SNXFX | FBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 4.19% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 6.77% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 11.94% | +6.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 12.18% | +5.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.72% | 12.75% | +5.97% |