Fidelity - Balanced Fund Symbol: FBALX

The Balanced Fund fund, symbol FBALX, is an exchange traded fund (ETF) within the Fidelity family. There is one other fund which has an extremely return profile to FBALX, which is FFIJX, an exchange traded fund (ETF) from Fidelity.

What is similar to FBALX?

There is one other fund we track which has both daily movements and a return profile that are very similar to Fidelity's Balanced Fund, but not identical, which is Fidelity - Freedom Index 2065 Investor.
Similarity Symbol Fund Family Fund Name Compare
Extremely Similar FFIJX Fidelity Freedom Index 2065 Investor

Which Fidelity funds are most similar to FBALX?

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar FFIJX Fidelity Freedom Index 2065 Investor
Very Similar FZROX Fidelity ZERO Total Market Index Fund
Very Similar FNILX Fidelity ZERO Large Cap Index Fund
Very Similar FSANX Fidelity Asset Manager 60%
Very Similar FDKLX Fidelity Freedom Index 2060 Investor

Which Non-Fidelity funds are most similar to FBALX?

Similarity Symbol Fund Family Fund Name Compare
Very Similar VSMPX Vanguard Mutual Funds Total Stock Market Index Fund Institutional Plus Shares
Very Similar VRTTX Vanguard Mutual Funds Russell 3000 Index Fund Institutional Shares
Very Similar ESGV Vanguard ESG U.S. Stock ETF
Very Similar SCHB Schwab U.S. Broad Market ETF
Very Similar VRNIX Vanguard Mutual Funds Russell 1000 Index Fund Institutional Shares

Which Fidelity funds are negatively correlated to FBALX?

Correlation Symbol Fund Family Fund Name Compare
-23.3% FSTGX Fidelity Intermediate Government Income Fund
-20.7% FGOVX Fidelity Government Income Fund
-16.6% FFXSX Fidelity Limited Term Government Fund
-11.1% FNDSX Fidelity Sustainability Bond Index Fund
1.5% FTHRX Fidelity Intermediate Bond
2.5% FBNDX Fidelity Investment Grade Bond
3.5% FMSFX Fidelity Mortgage Securities Fund
3.8% FSHBX Fidelity Short-Term Bond Fund
5.1% FCBFX Fidelity Corporate Bond Fund
5.1% FTBFX Fidelity Total Bond Fund

Which Non-Fidelity funds are negatively correlated to FBALX?

Correlation Symbol Fund Family Fund Name Compare
-97.3% SH PowerShares Short S&P500
-96.6% SDS PowerShares UltraShort S&P500
-95.7% SPXU PowerShares UltraPro Short S&P500
-94.4% DOG PowerShares Short Dow30
-93.3% DXD PowerShares UltraShort Dow30
-93.2% MYY PowerShares Short MidCap400
-92.2% MZZ PowerShares UltraShort MidCap400
-90.5% RWM PowerShares Short Russell2000
-90.5% PSQ PowerShares Short QQQ
-90.1% QID PowerShares UltraShort QQQ

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