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FBALX or FSKAX or VWELX
FBALX vs FSKAX vs VWELX Comparison
Open Charts FBALX vs FSKAX vs VWELX
Fidelity Balanced
Price$30.09
Change-$0.11 (-0.36%)
VolumeN/A
Net Assets55.5B
Fidelity Total Market Index
Price$164.12
Change-$1.38 (-0.83%)
VolumeN/A
Net Assets105.88B
Vanguard Wellington™ I
Price$44.19
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets110.88B
FBALX vs FSKAX vs VWELX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VWELX and FSKAX has more cash in the bank: 111B and 106B vs. FBALX (55.5B). VWELX pays higher dividends than FBALX and FSKAX: VWELX (2.09) vs FBALX (1.76) and FSKAX (1.09). FBALX was incepted earlier than FSKAX and VWELX: FBALX (39 years) vs FSKAX (14 years) and VWELX (96 years). FBALX (0.47) is less costly to investors than VWELX (0.25) and FSKAX (0.01). VWELX is a more actively managed with annual turnover of: 61.00 vs. FBALX (24.00) and FSKAX (3.00). FBALX and FSKAX has a lower initial minimum investment than VWELX: FBALX (0) and FSKAX (0) vs VWELX (3000). FSKAX annual gain was more profitable for investors over the last year : 11.93 vs. FBALX (3.95) and VWELX (-0.07). FSKAX return over 5 years is better than : 102.41 vs. FBALX (29.89) and VWELX (11.64).
| FBALX | FSKAX | VWELX | |
| Total Expense Ratio | 0.47 | 0.01 | 0.25 |
| Annual Report Gross Expense Ratio | 0.47 | 0.01 | 0.25 |
| Fund Existence | 39 years | 14 years | 96 years |
| Gain YTD | 2.628 | 2.700 | 3.458 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 0 | 0 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 55.5B | 106B | 111B |
| Annual Yield % from dividends | 1.76 | 1.09 | 2.09 |
| Returns for 1 year | 3.95 | 11.93 | -0.07 |
| Returns for 3 years | 30.75 | 68.91 | 16.35 |
| Returns for 5 years | 29.89 | 102.41 | 11.64 |
| Returns for 10 years | 42.95 | 211.84 | 23.29 |