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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$30.57
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets55.5B
Fidelity Multi-Asset Index
Price$61.74
Change+$0.50 (+0.82%)
VolumeN/A
Net Assets8.5B
Fidelity ZERO Total Market Index
Price$21.14
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets26.25B
FBALX vs FFNOX vs FZROX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBALX has more cash in the bank: 55.5B vs. FZROX (26.2B) and FFNOX (8.5B). FFNOX pays higher dividends than FBALX and FZROX: FFNOX (1.98) vs FBALX (1.76) and FZROX (1.15). 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 : 12.93 vs. FFNOX (7.90) and FBALX (5.08). FZROX return over 5 years is better than : 112.88 vs. FFNOX (45.97) and FBALX (34.38).
| 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 | 3.886 | 6.110 | 3.780 |
| 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 | 55.5B | 8.5B | 26.2B |
| Annual Yield % from dividends | 1.76 | 1.98 | 1.15 |
| Returns for 1 year | 5.08 | 7.90 | 12.93 |
| Returns for 3 years | 27.12 | 33.49 | 61.11 |
| Returns for 5 years | 34.38 | 45.97 | 112.88 |
| Returns for 10 years | 47.46 | 80.76 | N/A |
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