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FBALX vs FFNOX
FBALX vs FFNOX Comparison
Open Charts FBALX vs FFNOX
Fidelity Balanced
Price$30.57
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets55.5B
Fidelity Multi-Asset Index
Price$61.74
Change+$0.50 (+0.82%)
VolumeN/A
Net Assets8.5B
FBALX vs FFNOX Comparison Chart in %
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FBALX vs. FFNOX commentary
Jun 27, 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 FFNOX is a Hold.
FUNDAMENTALS
Fundamentals
FBALX has more cash in the bank: 55.5B vs. FFNOX (8.5B). FFNOX pays higher dividends than FBALX: FFNOX (1.98) vs FBALX (1.76). FBALX was incepted earlier than FFNOX: FBALX (39 years) vs FFNOX (26 years). FBALX (0.47) is less costly to investors than FFNOX (0.13). FBALX is a more actively managed with annual turnover of: 24.00 vs. FFNOX (12.00). FBALX (0) and FFNOX (0) have matching initial minimum investment requirements. FFNOX annual gain was more profitable for investors over the last year : 7.90 vs. FBALX (5.08). FFNOX return over 5 years is better than : 45.97 vs. FBALX (34.38).
| FBALX | FFNOX | FBALX / FFNOX | |
| Total Expense Ratio | 0.47 | 0.11 | 427% |
| Annual Report Gross Expense Ratio | 0.47 | 0.13 | 362% |
| Fund Existence | 39 years | 26 years | - |
| Gain YTD | 3.886 | 6.110 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5B | 8.5B | 653% |
| Annual Yield % from dividends | 1.76 | 1.98 | 89% |
| Returns for 1 year | 5.08 | 7.90 | 64% |
| Returns for 3 years | 27.12 | 33.49 | 81% |
| Returns for 5 years | 34.38 | 45.97 | 75% |
| Returns for 10 years | 47.46 | 80.76 | 59% |