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FBALX vs FSKAX
FBALX vs FSKAX Comparison
Open Charts FBALX vs FSKAX
Fidelity Balanced
Price$29.38
Change-$0.36 (-1.21%)
VolumeN/A
Net Assets53.54B
Fidelity Total Market Index
Price$160.09
Change-$2.84 (-1.74%)
VolumeN/A
Net Assets99.37B
FBALX vs FSKAX Comparison Chart
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FBALX vs. FSKAX commentary
May 23, 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: 99.4B vs. FBALX (53.5B). FBALX pays higher dividends than FSKAX: FBALX (1.83) vs FSKAX (1.16). 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 : 12.56 vs. FBALX (4.45). FSKAX return over 5 years is better than : 110.96 vs. FBALX (34.42).
| 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 | 1.065 | 1.105 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.5B | 99.4B | 54% |
| Annual Yield % from dividends | 1.83 | 1.16 | 158% |
| Returns for 1 year | 4.45 | 12.56 | 35% |
| Returns for 3 years | 22.80 | 56.52 | 40% |
| Returns for 5 years | 34.42 | 110.96 | 31% |
| Returns for 10 years | 40.30 | 206.21 | 20% |
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