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.
Correlation
The correlation between YAFFX 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
YAFFX vs. FBALX - Performance Comparison
Key characteristics
YAFFX:
-0.36
FBALX:
1.50
YAFFX:
-0.36
FBALX:
2.08
YAFFX:
0.94
FBALX:
1.27
YAFFX:
-0.18
FBALX:
2.48
YAFFX:
-1.02
FBALX:
7.88
YAFFX:
4.59%
FBALX:
1.70%
YAFFX:
13.00%
FBALX:
8.98%
YAFFX:
-55.32%
FBALX:
-42.81%
YAFFX:
-26.11%
FBALX:
-5.35%
Returns By Period
In the year-to-date period, YAFFX achieves a 0.16% return, which is significantly higher than FBALX's -0.71% return. Over the past 10 years, YAFFX has underperformed FBALX with an annualized return of -2.07%, while FBALX has yielded a comparatively higher 9.47% annualized return.
YAFFX
0.16%
-10.61%
-13.16%
-5.17%
0.87%
-2.07%
FBALX
-0.71%
-4.27%
0.43%
13.29%
9.58%
9.47%
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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.
Risk-Adjusted Performance
YAFFX vs. FBALX — Risk-Adjusted Performance Rank
YAFFX
FBALX
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 1.95%, more than FBALX's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 1.95% | 1.96% | 1.23% | 1.17% | 0.75% | 0.81% | 1.38% | 1.75% | 0.97% | 1.54% | 1.19% | 0.68% |
FBALX Fidelity Balanced Fund | 1.36% | 1.35% | 1.70% | 1.47% | 0.88% | 1.29% | 1.70% | 1.85% | 1.58% | 1.61% | 7.96% | 10.55% |
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
AMG Yacktman Focused Fund (YAFFX) has a higher volatility of 8.99% compared to Fidelity Balanced Fund (FBALX) at 3.14%. This indicates that YAFFX's price experiences larger fluctuations and is considered to be riskier than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.