YACKX vs. FBALX
Compare and contrast key facts about AMG Yacktman Fund (YACKX) and Fidelity Balanced Fund (FBALX).
YACKX is managed by AMG. It was launched on Jul 6, 1992. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YACKX or FBALX.
Key characteristics
| YACKX | FBALX | |
|---|---|---|
| YTD Return | 9.55% | 17.80% |
| 1Y Return | 18.21% | 26.46% |
| 3Y Return (Ann) | 5.41% | 5.04% |
| 5Y Return (Ann) | 10.98% | 11.76% |
| 10Y Return (Ann) | 9.53% | 9.85% |
| Sharpe Ratio | 1.87 | 3.08 |
| Sortino Ratio | 2.63 | 4.36 |
| Omega Ratio | 1.33 | 1.59 |
| Calmar Ratio | 3.35 | 3.01 |
| Martin Ratio | 10.38 | 20.38 |
| Ulcer Index | 1.74% | 1.30% |
| Daily Std Dev | 9.65% | 8.63% |
| Max Drawdown | -55.37% | -42.81% |
| Current Drawdown | -0.78% | -0.29% |
Correlation
The correlation between YACKX and FBALX is 0.76, 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
YACKX vs. FBALX - Performance Comparison
In the year-to-date period, YACKX achieves a 9.55% return, which is significantly lower than FBALX's 17.80% return. Both investments have delivered pretty close results over the past 10 years, with YACKX having a 9.53% annualized return and FBALX not far ahead at 9.85%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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YACKX vs. FBALX - Expense Ratio Comparison
YACKX has a 0.71% expense ratio, which is higher than FBALX's 0.51% expense ratio.
Risk-Adjusted Performance
YACKX vs. FBALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Fund (YACKX) 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.
Dividends
YACKX vs. FBALX - Dividend Comparison
YACKX's dividend yield for the trailing twelve months is around 1.63%, less than FBALX's 4.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YACKX AMG Yacktman Fund | 1.63% | 1.78% | 1.56% | 1.10% | 1.33% | 1.79% | 2.28% | 1.48% | 1.90% | 1.63% | 1.06% | 0.90% |
FBALX Fidelity Balanced Fund | 4.54% | 1.70% | 1.47% | 0.88% | 1.29% | 1.70% | 1.85% | 1.58% | 1.61% | 7.96% | 10.55% | 7.31% |
Drawdowns
YACKX vs. FBALX - Drawdown Comparison
The maximum YACKX drawdown since its inception was -55.37%, which is greater than FBALX's maximum drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for YACKX and FBALX. For additional features, visit the drawdowns tool.
Volatility
YACKX vs. FBALX - Volatility Comparison
The current volatility for AMG Yacktman Fund (YACKX) is 2.40%, while Fidelity Balanced Fund (FBALX) has a volatility of 2.58%. This indicates that YACKX 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.