SWOBX vs. FBALX
Compare and contrast key facts about Schwab Balanced Fund™ (SWOBX) and Fidelity Balanced Fund (FBALX).
SWOBX is managed by Charles Schwab. It was launched on Nov 17, 1996. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Performance
SWOBX vs. FBALX - Performance Comparison
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SWOBX vs. FBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWOBX Schwab Balanced Fund™ | -4.75% | 12.76% | 12.51% | 18.25% | -18.86% | 14.76% | 14.73% | 20.13% | -4.35% | 15.52% |
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, SWOBX achieves a -4.75% return, which is significantly lower than FBALX's -3.70% return. Over the past 10 years, SWOBX has underperformed FBALX with an annualized return of 7.90%, while FBALX has yielded a comparatively higher 10.51% annualized return.
SWOBX
- 1D
- -0.06%
- 1M
- -6.07%
- YTD
- -4.75%
- 6M
- -2.83%
- 1Y
- 9.96%
- 3Y*
- 10.26%
- 5Y*
- 5.35%
- 10Y*
- 7.90%
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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SWOBX vs. FBALX - Expense Ratio Comparison
SWOBX has a 0.00% expense ratio, which is lower than FBALX's 0.51% expense ratio.
Return for Risk
SWOBX vs. FBALX — Risk / Return Rank
SWOBX
FBALX
SWOBX vs. FBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Balanced Fund™ (SWOBX) 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.
| SWOBX | FBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.22 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.78 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.27 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.61 | -0.39 |
Martin ratioReturn relative to average drawdown | 5.34 | 7.56 | -2.22 |
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
| SWOBX | FBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.22 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.62 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.83 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.78 | -0.21 |
Correlation
The correlation between SWOBX 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.
Dividends
SWOBX vs. FBALX - Dividend Comparison
SWOBX's dividend yield for the trailing twelve months is around 5.75%, less than FBALX's 5.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWOBX Schwab Balanced Fund™ | 5.75% | 5.47% | 4.94% | 5.67% | 10.21% | 6.47% | 2.97% | 5.21% | 7.11% | 3.20% | 7.83% | 7.66% |
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
SWOBX vs. FBALX - Drawdown Comparison
The maximum SWOBX drawdown since its inception was -35.99%, smaller than the maximum FBALX drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for SWOBX and FBALX.
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Drawdown Indicators
| SWOBX | FBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.99% | -43.57% | +7.58% |
Max Drawdown (1Y)Largest decline over 1 year | -7.36% | -8.14% | +0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -28.30% | -22.89% | -5.41% |
Max Drawdown (10Y)Largest decline over 10 years | -28.30% | -26.68% | -1.62% |
Current DrawdownCurrent decline from peak | -6.58% | -6.47% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -6.25% | -4.39% | -1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | 1.74% | -0.05% |
Volatility
SWOBX vs. FBALX - Volatility Comparison
Schwab Balanced Fund™ (SWOBX) and Fidelity Balanced Fund (FBALX) have volatilities of 3.45% 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
| SWOBX | FBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 3.50% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 6.32% | 6.47% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.23% | 11.80% | -0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.91% | 12.15% | +1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.83% | 12.73% | +0.10% |