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FBALX vs FXAIX
FBALX vs FXAIX Comparison
Open Charts FBALX vs FXAIX
Fidelity Balanced
Price$29.72
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets53.54B
FBALX vs FXAIX Comparison Chart
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FBALX vs. FXAIX commentary
May 31, 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 FXAIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. FBALX (53.5B). FBALX pays higher dividends than FXAIX: FBALX (1.83) vs FXAIX (1.34). FBALX was incepted earlier than FXAIX: FBALX (39 years) vs FXAIX (14 years). FBALX (0.47) is less costly to investors than FXAIX (0.01). FBALX is a more actively managed with annual turnover of: 24.00 vs. FXAIX (2.00). FBALX (0) and FXAIX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 13.29 vs. FBALX (4.75). FXAIX return over 5 years is better than : 108.56 vs. FBALX (31.02).
| FBALX | FXAIX | FBALX / FXAIX | |
| 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 | 0.623 | 0.633 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.5B | 594B | 9% |
| Annual Yield % from dividends | 1.83 | 1.34 | 137% |
| Returns for 1 year | 4.75 | 13.29 | 36% |
| Returns for 3 years | 16.86 | 48.17 | 35% |
| Returns for 5 years | 31.02 | 108.56 | 29% |
| Returns for 10 years | 40.46 | 204.74 | 20% |
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