SWOBX vs. FBALX

In the year-to-date period, SWOBX achieves a 0.66% return, which is significantly higher than FBALX's -0.46% return. Over the past 10 years, SWOBX has underperformed FBALX with an annualized return of 3.00%, while FBALX has yielded a comparatively higher 9.19% annualized return.

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SWOBX has a 0.00% expense ratio, which is lower than FBALX's 0.51% expense ratio.

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.

The current SWOBX Sharpe Ratio is 0.40, which is lower than the FBALX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of SWOBX 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.

SWOBX's dividend yield for the trailing twelve months is around 4.91%, less than FBALX's 5.75% yield.

The maximum SWOBX drawdown since its inception was -41.47%, roughly equal to the maximum FBALX drawdown of -43.55%. Use the drawdown chart below to compare losses from any high point for SWOBX and FBALX.

The current volatility for Schwab Balanced Fund™ (SWOBX) is 2.44%, while Fidelity Balanced Fund (FBALX) has a volatility of 2.75%. This indicates that SWOBX 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.