FBALX Fund Comparisons

FBALX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include FBKFX, VBINX, SCHB. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
FBALX
Name
Fidelity Balanced Fund
Type
Mutual Fund
Originator
Fidelity
Asset class
mostly_equity
Net expense ratio
0.46%
AUM
$65.8B

Comparable Funds

FundQuant reviewed 2,919 active searchable funds, 705 ETFs, 2,202 mutual funds and returned 3 comparable funds for FBALX.

  1. FBKFX - Fidelity Balanced K6 Fund (Mutual Fund; Fidelity; mostly_equity; Closest Fit; fit score 93)
  2. VBINX - VANGUARD BALANCED INDEX FUND (Mutual Fund; Vanguard; mostly_equity; Closest Fit; fit score 92)
  3. SCHB - Schwab U.S. Broad Market ETF (1940 Act ETF; Schwab; equity; Closest Fit; fit score 82)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/FBALX/comps