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.
Performance
YAFFX vs. FBALX - Performance Comparison
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YAFFX vs. FBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 8.59% | 3.89% | 9.30% | 16.53% | -8.20% | 16.48% | 17.22% | 19.21% | 2.99% | 20.07% |
FBALX Fidelity Balanced Fund | -3.70% | 15.11% | 16.09% | 20.31% | -18.29% | 18.27% | 22.45% | 24.40% | -3.98% | 16.52% |
Returns By Period
In the year-to-date period, YAFFX achieves a 8.59% return, which is significantly higher than FBALX's -3.70% return. Both investments have delivered pretty close results over the past 10 years, with YAFFX having a 10.91% annualized return and FBALX not far behind at 10.51%.
YAFFX
- 1D
- -0.76%
- 1M
- -8.71%
- YTD
- 8.59%
- 6M
- -1.14%
- 1Y
- 11.37%
- 3Y*
- 11.67%
- 5Y*
- 7.33%
- 10Y*
- 10.91%
FBALX
- 1D
- -0.16%
- 1M
- -5.81%
- YTD
- -3.70%
- 6M
- -0.91%
- 1Y
- 13.97%
- 3Y*
- 12.91%
- 5Y*
- 7.44%
- 10Y*
- 10.51%
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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.
Return for Risk
YAFFX vs. FBALX — Risk / Return Rank
YAFFX
FBALX
YAFFX vs. FBALX - Risk-Adjusted Trends 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.
| YAFFX | FBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.22 | -0.74 |
Sortino ratioReturn per unit of downside risk | 0.67 | 1.78 | -1.11 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.27 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 1.61 | -1.04 |
Martin ratioReturn relative to average drawdown | 2.02 | 7.56 | -5.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| YAFFX | FBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.22 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.62 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.83 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.78 | -0.20 |
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.
Dividends
YAFFX vs. FBALX - Dividend Comparison
YAFFX has not paid dividends to shareholders, while FBALX's dividend yield for the trailing twelve months is around 5.90%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 0.00% | 0.00% | 18.44% | 4.42% | 7.60% | 4.70% | 11.87% | 15.84% | 22.15% | 11.82% | 11.81% | 24.36% |
FBALX Fidelity Balanced Fund | 5.90% | 5.69% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.70% |
Drawdowns
YAFFX vs. FBALX - Drawdown Comparison
The maximum YAFFX drawdown since its inception was -43.80%, roughly equal to the maximum FBALX drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for YAFFX and FBALX.
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Drawdown Indicators
| YAFFX | FBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.80% | -43.57% | -0.23% |
Max Drawdown (1Y)Largest decline over 1 year | -17.08% | -8.14% | -8.94% |
Max Drawdown (5Y)Largest decline over 5 years | -21.31% | -22.89% | +1.58% |
Max Drawdown (10Y)Largest decline over 10 years | -30.62% | -26.68% | -3.94% |
Current DrawdownCurrent decline from peak | -8.71% | -6.47% | -2.24% |
Average DrawdownAverage peak-to-trough decline | -6.24% | -4.39% | -1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.83% | 1.74% | +3.09% |
Volatility
YAFFX vs. FBALX - Volatility Comparison
AMG Yacktman Focused Fund (YAFFX) has a higher volatility of 7.76% compared to Fidelity Balanced Fund (FBALX) at 3.50%. 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.
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Volatility by Period
| YAFFX | FBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.76% | 3.50% | +4.26% |
Volatility (6M)Calculated over the trailing 6-month period | 21.51% | 6.47% | +15.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.92% | 11.80% | +11.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.85% | 12.15% | +5.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.39% | 12.73% | +3.66% |