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Fidelity Balanced Fund (FBALX) Performance

Explore the performance of Fidelity Balanced Fund 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
  • 30,006.40SPY
  • 15,491.53FBALX
  • 16,892.23Balanced

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%9.97%
FBALX19.13%14.96%7.39%-24.78%17.50%9.77%8.77%-0.44%