YAFFX vs. FBALX
Compare and contrast key facts about AMG Yacktman Focused Fund (YAFFX) and Fidelity Balanced Fund (FBALX).
YAFFX is managed by AMG. It was launched on May 1, 1997. 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: YAFFX or FBALX.
Performance
YAFFX vs. FBALX - Performance Comparison
Returns By Period
In the year-to-date period, YAFFX achieves a 4.51% return, which is significantly lower than FBALX's 15.98% return. Both investments have delivered pretty close results over the past 10 years, with YAFFX having a 9.22% annualized return and FBALX not far ahead at 9.65%.
YAFFX
4.51%
-2.59%
-2.72%
10.89%
9.69%
9.22%
FBALX
15.98%
-0.40%
7.59%
22.20%
11.28%
9.65%
Key characteristics
| YAFFX | FBALX | |
|---|---|---|
| Sharpe Ratio | 0.90 | 2.66 |
| Sortino Ratio | 1.40 | 3.75 |
| Omega Ratio | 1.19 | 1.50 |
| Calmar Ratio | 1.73 | 3.15 |
| Martin Ratio | 4.58 | 17.45 |
| Ulcer Index | 2.37% | 1.31% |
| Daily Std Dev | 12.10% | 8.58% |
| Max Drawdown | -55.32% | -42.81% |
| Current Drawdown | -4.53% | -1.83% |
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YAFFX vs. FBALX - Expense Ratio Comparison
YAFFX has a 1.25% expense ratio, which is higher than FBALX's 0.51% expense ratio.
Correlation
The correlation between YAFFX and FBALX 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.
Risk-Adjusted Performance
YAFFX vs. FBALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Focused Fund (YAFFX) 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
YAFFX vs. FBALX - Dividend Comparison
YAFFX's dividend yield for the trailing twelve months is around 1.18%, less than FBALX's 1.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 1.18% | 1.23% | 1.17% | 0.75% | 0.81% | 1.38% | 1.75% | 0.97% | 1.54% | 1.19% | 0.68% | 0.55% |
FBALX Fidelity Balanced Fund | 1.78% | 1.70% | 1.47% | 0.88% | 1.29% | 1.70% | 1.85% | 1.58% | 1.61% | 7.96% | 10.55% | 7.31% |
Drawdowns
YAFFX vs. FBALX - Drawdown Comparison
The maximum YAFFX drawdown since its inception was -55.32%, which is greater than FBALX's maximum drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for YAFFX and FBALX. For additional features, visit the drawdowns tool.
Volatility
YAFFX vs. FBALX - Volatility Comparison
The current volatility for AMG Yacktman Focused Fund (YAFFX) is 2.15%, while Fidelity Balanced Fund (FBALX) has a volatility of 2.76%. This indicates that YAFFX 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.