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FBALX vs FSKAX
FBALX vs FSKAX Comparison
Open Charts FBALX vs FSKAX
Fidelity Balanced
Price$31.08
Change-$0.27 (-0.86%)
VolumeN/A
Net Assets57.46B
Fidelity Total Market Index
Price$171.31
Change-$2.87 (-1.65%)
VolumeN/A
Net Assets113.87B
FBALX vs FSKAX Comparison Chart in %
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FBALX vs. FSKAX commentary
Aug 02, 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 FSKAX is a Buy.
FUNDAMENTALS
Fundamentals
FSKAX has more cash in the bank: 114B vs. FBALX (57.5B). FBALX pays higher dividends than FSKAX: FBALX (1.70) vs FSKAX (1.01). 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 : 17.53 vs. FBALX (8.43). FSKAX return over 5 years is better than : 102.33 vs. FBALX (29.49).
| 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 | 7.041 | 8.086 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.5B | 114B | 50% |
| Annual Yield % from dividends | 1.70 | 1.01 | 168% |
| Returns for 1 year | 8.43 | 17.53 | 48% |
| Returns for 3 years | 25.85 | 59.16 | 44% |
| Returns for 5 years | 29.49 | 102.33 | 29% |
| Returns for 10 years | 51.00 | 231.92 | 22% |
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