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FBALX vs FXAIX
FBALX vs FXAIX Comparison
Open Charts FBALX vs FXAIX
Fidelity Balanced
Price$30.11
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets55.5B
FBALX vs FXAIX Comparison Chart in %
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FBALX vs. FXAIX commentary
Jun 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 FXAIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. FBALX (55.5B). FBALX pays higher dividends than FXAIX: FBALX (1.76) vs FXAIX (1.26). 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 : 10.49 vs. FBALX (3.53). FXAIX return over 5 years is better than : 107.71 vs. FBALX (29.76).
| 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 | 2.323 | 2.097 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5B | 634B | 9% |
| Annual Yield % from dividends | 1.76 | 1.26 | 140% |
| Returns for 1 year | 3.53 | 10.49 | 34% |
| Returns for 3 years | 28.51 | 65.84 | 43% |
| Returns for 5 years | 29.76 | 107.71 | 28% |
| Returns for 10 years | 42.05 | 206.99 | 20% |
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