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FBALX vs FDGRX
FBALX vs FDGRX Comparison
Open Charts FBALX vs FDGRX
Fidelity Balanced
Price$30.85
Change-$0.11 (-0.36%)
VolumeN/A
Net Assets57.46B
Fidelity Growth Company Fund
Price$42.76
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets68.96B
FBALX vs FDGRX Comparison Chart in %
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FBALX vs. FDGRX commentary
Jul 17, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FBALX is a Buy and FDGRX is a Buy.
FUNDAMENTALS
Fundamentals
FDGRX has more cash in the bank: 69B vs. FBALX (57.5B). FBALX pays higher dividends than FDGRX: FBALX (1.69) vs FDGRX (0.00). FBALX was incepted earlier than FDGRX: FBALX (39 years) vs FDGRX (43 years). FDGRX (0.52) is less costly to investors than FBALX (0.47). FBALX is a more actively managed with annual turnover of: 24.00 vs. FDGRX (18.00). FBALX (0) and FDGRX (0) have matching initial minimum investment requirements. FBALX annual gain was more profitable for investors over the last year : 4.05 vs. FDGRX (2.48). FDGRX return over 5 years is better than : 53.55 vs. FBALX (28.96).
| FBALX | FDGRX | FBALX / FDGRX | |
| Total Expense Ratio | 0.47 | 0.52 | 90% |
| Annual Report Gross Expense Ratio | 0.47 | 0.52 | 90% |
| Fund Existence | 39 years | 43 years | - |
| Gain YTD | 5.334 | 5.553 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.5B | 69B | 83% |
| Annual Yield % from dividends | 1.69 | 0.00 | - |
| Returns for 1 year | 4.05 | 2.48 | 163% |
| Returns for 3 years | 29.46 | 68.57 | 43% |
| Returns for 5 years | 28.96 | 53.55 | 54% |
| Returns for 10 years | 46.76 | 191.11 | 24% |
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