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FBALX vs FSKAX
FBALX vs FSKAX Comparison
Open Charts FBALX vs FSKAX
Fidelity Balanced
Price$28.53
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets54.3B
Fidelity Total Market Index
Price$152.12
Change+$0.89 (+0.59%)
VolumeN/A
Net Assets100.03B
FBALX vs FSKAX Comparison Chart
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FBALX vs. FSKAX commentary
May 01, 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 StrongBuy and FSKAX is a Buy.
FUNDAMENTALS
Fundamentals
FSKAX has more cash in the bank: 100B vs. FBALX (54.3B). FBALX pays higher dividends than FSKAX: FBALX (1.79) vs FSKAX (1.25). FBALX was incepted earlier than FSKAX: FBALX (39 years) vs FSKAX (14 years). FBALX (0.47) is less costly to investors than FSKAX (0.01). FBALX is a more actively managed with annual turnover of: 24.00 vs. FSKAX (3.00). FBALX (0) and FSKAX (0) have matching initial minimum investment requirements. FSKAX annual gain was more profitable for investors over the last year : 8.72 vs. FBALX (2.90). FSKAX return over 5 years is better than : 100.08 vs. FBALX (31.17).
| FBALX | FSKAX | FBALX / FSKAX | |
| Total Expense Ratio | 0.47 | 0.01 | 3,133% |
| Annual Report Gross Expense Ratio | 0.47 | 0.01 | 3,133% |
| Fund Existence | 39 years | 14 years | - |
| Gain YTD | -3.488 | -6.155 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.3B | 100B | 54% |
| Annual Yield % from dividends | 1.79 | 1.25 | 143% |
| Returns for 1 year | 2.90 | 8.72 | 33% |
| Returns for 3 years | 12.46 | 37.08 | 34% |
| Returns for 5 years | 31.17 | 100.08 | 31% |
| Returns for 10 years | 35.53 | 187.58 | 19% |
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