TIBAX vs. FABLX
Compare and contrast key facts about Thornburg Investment Income Builder Fund (TIBAX) and Fidelity Advisor Balanced Fund Class A (FABLX).
TIBAX is managed by Thornburg. It was launched on Dec 23, 2002. FABLX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIBAX or FABLX.
Correlation
The correlation between TIBAX and FABLX is 0.77, 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
TIBAX vs. FABLX - Performance Comparison
Key characteristics
Returns By Period
TIBAX
2.70%
5.65%
3.61%
16.79%
8.01%
7.16%
FABLX
N/A
N/A
N/A
N/A
N/A
N/A
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TIBAX vs. FABLX - Expense Ratio Comparison
TIBAX has a 1.14% expense ratio, which is higher than FABLX's 0.81% expense ratio.
Risk-Adjusted Performance
TIBAX vs. FABLX — Risk-Adjusted Performance Rank
TIBAX
FABLX
TIBAX vs. FABLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thornburg Investment Income Builder Fund (TIBAX) and Fidelity Advisor Balanced Fund Class A (FABLX). 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.
Dividends
TIBAX vs. FABLX - Dividend Comparison
TIBAX's dividend yield for the trailing twelve months is around 4.45%, while FABLX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIBAX Thornburg Investment Income Builder Fund | 4.45% | 4.57% | 4.67% | 5.62% | 5.10% | 4.11% | 4.23% | 4.49% | 4.22% | 3.83% | 4.31% | 5.20% |
FABLX Fidelity Advisor Balanced Fund Class A | 3.85% | 3.85% | 1.40% | 1.10% | 0.50% | 0.95% | 1.32% | 1.39% | 1.23% | 1.20% | 5.93% | 8.60% |
Drawdowns
TIBAX vs. FABLX - Drawdown Comparison
Volatility
TIBAX vs. FABLX - Volatility Comparison
Thornburg Investment Income Builder Fund (TIBAX) has a higher volatility of 3.60% compared to Fidelity Advisor Balanced Fund Class A (FABLX) at 0.00%. This indicates that TIBAX's price experiences larger fluctuations and is considered to be riskier than FABLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.