FBKFX Fund Comparisons

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

Target Fund

Symbol
FBKFX
Name
Fidelity Balanced K6 Fund
Type
Mutual Fund
Originator
Fidelity
Asset class
mostly_equity
Net expense ratio
0.32%
AUM
$2.4B

Comparable Funds

FundQuant reviewed 1,961 active searchable funds, 547 ETFs, 1,402 mutual funds and returned 3 comparable funds for FBKFX.

  1. FBALX - Fidelity Balanced Fund (Mutual Fund; Fidelity; mostly_equity; Closest Fit; fit score 94)
  2. VWELX - VANGUARD WELLINGTON FUND (Mutual Fund; Vanguard; mostly_equity; Strong Fit; fit score 90)
  3. VBINX - VANGUARD BALANCED INDEX FUND (Mutual Fund; Vanguard; mostly_equity; Strong Fit; fit score 89)

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

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