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Fidelity Balanced Fund Class K (FBAKX) Performance

Explore the performance of Fidelity Balanced Fund Class K compared to the S&P Index and the Balanced category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00020,00030,00020192020202120222023202420252026
  • 29,421.01SPY
  • 15,365.62FBAKX
  • 17,423.20Balanced

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%7.83%
FBAKX19.13%14.92%7.43%-24.78%17.50%9.77%8.80%-1.28%