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FBALX or FFNOX or FZROX
FBALX vs FFNOX vs FZROX Comparison
Open Charts FBALX vs FFNOX vs FZROX
Fidelity Balanced
Price$31.58
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets58.11B
Fidelity Multi-Asset Index
Price$63.31
Change-$0.16 (-0.25%)
VolumeN/A
Net Assets8.91B
Fidelity ZERO Total Market Index
Price$22.11
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets28.65B
FBALX vs FFNOX vs FZROX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBALX has more cash in the bank: 58.1B vs. FZROX (28.7B) and FFNOX (8.91B). FFNOX pays higher dividends than FBALX and FZROX: FFNOX (1.89) vs FBALX (1.70) and FZROX (1.07). FBALX was incepted earlier than FFNOX and FZROX: FBALX (39 years) vs FFNOX (26 years) and FZROX (7 years). FBALX (0.47) is less costly to investors than FFNOX (0.13) and FZROX (0.00). FBALX is a more actively managed with annual turnover of: 24.00 vs. FFNOX (12.00) and FZROX (2.00). FBALX (0), FFNOX (0) and FZROX (0) have matching initial minimum investment requirements. FZROX annual gain was more profitable for investors over the last year : 20.79 vs. FFNOX (12.66) and FBALX (10.42). FZROX return over 5 years is better than : 97.84 vs. FFNOX (37.72) and FBALX (27.39).
| FBALX | FFNOX | FZROX | |
| Total Expense Ratio | 0.47 | 0.11 | 0.00 |
| Annual Report Gross Expense Ratio | 0.47 | 0.13 | 0.00 |
| Fund Existence | 39 years | 26 years | 7 years |
| Gain YTD | 7.929 | 9.973 | 8.837 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 0 | 0 | 0 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 58.1B | 8.91B | 28.7B |
| Annual Yield % from dividends | 1.70 | 1.89 | 1.07 |
| Returns for 1 year | 10.42 | 12.66 | 20.79 |
| Returns for 3 years | 22.88 | 29.13 | 52.95 |
| Returns for 5 years | 27.39 | 37.72 | 97.84 |
| Returns for 10 years | 52.51 | 85.77 | N/A |
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