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FBALX or FSKAX or PRWCX
FBALX vs FSKAX vs PRWCX Comparison
Open Charts FBALX vs FSKAX vs PRWCX
Fidelity Balanced
Price$29.54
Change+$0.15 (+0.51%)
VolumeN/A
Net Assets53.54B
Fidelity Total Market Index
Price$161.49
Change+$1.20 (+0.75%)
VolumeN/A
Net Assets99.37B
T. Rowe Price Capital Appreciation
Price$35.52
Change-$0.12 (-0.34%)
VolumeN/A
Net Assets65.51B
FBALX vs FSKAX vs PRWCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSKAX has more cash in the bank: 99.4B vs. PRWCX (65.5B) and FBALX (53.5B). PRWCX pays higher dividends than FBALX and FSKAX: PRWCX (2.15) vs FBALX (1.83) and FSKAX (1.16). FBALX was incepted earlier than FSKAX and PRWCX: FBALX (39 years) vs FSKAX (14 years) and PRWCX (39 years). PRWCX (0.74) is less costly to investors than FBALX (0.47) and FSKAX (0.01). PRWCX is a more actively managed with annual turnover of: 85.00 vs. FBALX (24.00) and FSKAX (3.00). FBALX and FSKAX has a lower initial minimum investment than PRWCX: FBALX (0) and FSKAX (0) vs PRWCX (2500). FSKAX annual gain was more profitable for investors over the last year : 12.86 vs. FBALX (4.73) and PRWCX (2.29). FSKAX return over 5 years is better than : 116.54 vs. FBALX (37.22) and PRWCX (29.50).
| FBALX | FSKAX | PRWCX | |
| Total Expense Ratio | 0.47 | 0.01 | 0.71 |
| Annual Report Gross Expense Ratio | 0.47 | 0.01 | 0.74 |
| Fund Existence | 39 years | 14 years | 39 years |
| Gain YTD | -0.124 | -0.533 | 2.917 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 0 | 0 | 2500 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 53.5B | 99.4B | 65.5B |
| Annual Yield % from dividends | 1.83 | 1.16 | 2.15 |
| Returns for 1 year | 4.73 | 12.86 | 2.29 |
| Returns for 3 years | 19.30 | 49.68 | 15.03 |
| Returns for 5 years | 37.22 | 116.54 | 29.50 |
| Returns for 10 years | 39.12 | 202.12 | 50.85 |
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