SOR vs. FBALX

In the year-to-date period, SOR achieves a 0.32% return, which is significantly lower than FBALX's 1.07% return. Over the past 10 years, SOR has underperformed FBALX with an annualized return of 8.79%, while FBALX has yielded a comparatively higher 9.36% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Source Capital, Inc. (SOR) 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 SOR Sharpe Ratio is 0.88, which is comparable to the FBALX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of SOR 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.

SOR's dividend yield for the trailing twelve months is around 12.11%, more than FBALX's 5.67% yield.

The maximum SOR drawdown since its inception was -65.92%, which is greater than FBALX's maximum drawdown of -43.55%. Use the drawdown chart below to compare losses from any high point for SOR and FBALX.

Source Capital, Inc. (SOR) and Fidelity Balanced Fund (FBALX) have volatilities of 3.07% and 3.07%, 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.