Fidelity Balanced Competition

Mutual Funds . USA . 
Fund . Fidelity Balanced Fund
FBAKX Fund  USD 28.95  0.06  0.21%   
Fidelity Balanced competes with T Rowe, T Rowe, HUMANA, Barloworld, and High Yield; as well as few others. The fund is listed under Allocation--50% to 70% Equity category and is part of Fidelity Investments family. Analyzing Fidelity Balanced competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Fidelity Balanced to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Fidelity Balanced Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Fidelity Balanced competition on your existing holdings.
  
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Fidelity Balanced's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
0.000.000.50
Details
Intrinsic
Valuation
LowRealHigh
0.000.000.50
Details
Naive
Forecast
LowNextHigh
28.2428.7429.24
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
27.5228.4229.31
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Fidelity Balanced. Your research has to be compared to or analyzed against Fidelity Balanced's peers to derive any actionable benefits. When done correctly, Fidelity Balanced's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Fidelity Balanced.

Fidelity Balanced Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Fidelity Balanced and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Fidelity and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Fidelity Balanced does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MSTSX
+ 0.93
PREIX
MSTSX
+ 0.91
PRFDX
VIASP
+ 0.89
PRFDX
PRFDX
+ 0.87
PREIX
LBHIX
+ 0.86
ABHYX
XTWO
+ 0.84
LBHIX
  
High negative correlations   
MSTSX
- 0.25
444859BR2
444859BR2
- 0.22
PRFDX
XTWO
- 0.21
444859BR2
VIASP
- 0.21
444859BR2
444859BR2
- 0.21
PREIX
BRRAY
- 0.18
444859BR2

Risk-Adjusted Indicators

There is a big difference between Fidelity Mutual Fund performing well and Fidelity Balanced Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Fidelity Balanced's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
PREIX  0.55  0.02  0.04  0.09  0.53 
(0.62)
 1.19 
(1.20)
 3.68 
PRFDX  0.44  0.04  0.05  0.11  0.42 
(0.48)
 0.87 
(0.67)
 3.22 
444859BR2  0.70  0.15  0.06  1.59  1.06 
(0.79)
 1.73 
(0.97)
 8.02 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  0.97  0.19  0.00 (1.75) 0.00 
 0.00 
 0.00 
 0.00 
 35.79 
ABHYX  0.14  0.00 (0.22) 0.05  0.15 
(0.19)
 0.34 
(0.34)
 1.14 
MSTSX  0.43  0.03  0.03  0.10  0.51 
(0.48)
 1.03 
(0.83)
 3.20 
LBHIX  0.17 (0.01)(0.19) 0.04  0.12 
(0.30)
 0.48 
(0.24)
 0.98 
VIASP  1.32  0.26  0.14  0.22  1.72 
(1.44)
 3.96 
(2.60)
 13.41 
XTWO  0.10 (0.01)(0.41)(0.02) 0.12 
(0.11)
 0.19 
(0.14)
 1.31 

Fidelity Balanced Competitive Analysis

The better you understand Fidelity Balanced competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Fidelity Balanced's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Fidelity Balanced's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
FBAKX PREIX PRFDX 444859BR2 AQUI BRRAY ABHYX MSTSX LBHIX VIASP
 0.21 
 28.95 
Fidelity
 0.27 
 139.80 
PREIX
 0.43 
 36.74 
PRFDX
 6.19 
 84.12 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.34 
Barloworld
 0.23 
 8.77 
High
 0.09 
 11.15 
Morningstar
 0.24 
 4.15 
Thrivent
 0.44 
 23.00 
Via
Market Volatility
(90 Days Market Risk)
Out of control
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
OK
Good
OK
Very Weak
Insignificant
Insignificant
OK
Modest
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Average
Low
Low
Low
Low
About Average
Current Valuation
(Equity Enterprise Value)
Under Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Not Rated
Strong Hold
Buy
Strong Hold
Strong Sell
Sell
Cautious Hold
Strong Hold
Cautious Hold
Strong Buy
Current Ratio
N/A
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
3.49
Net Asset
34.17 B
26.72 B
16.92 B
N/A
3.19 K
54.41 B
672.37 M
116.1 M
674.44 M
355.28 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
N/A
0.0094
EBITDA
N/A
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
33.09 M
Price To Book
2.35
2.68
1.89
N/A
N/A
0.99
N/A
N/A
1.58
N/A
Current Valuation
N/A
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
535.95 M
Operating Margin
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
-0.14
Five Year Return
11.65
14.83
10.63
N/A
N/A
3.98
1.6
9.03
2.87
8.97
Retained Earnings
N/A
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
One Year Return
20.35
29.26
22.21
N/A
N/A
N/A
5.53
17.63
9.71
N/A
Beta
N/A
N/A
N/A
N/A
7.05
0.63
N/A
N/A
N/A
1.16
Cash Position Weight
-0.01
0.41
1.57
N/A
N/A
N/A
0.1
14.28
6.56
N/A
Equity Positions Weight
68.15
99.6
97.75
N/A
N/A
N/A
N/A
61.63
0.07
N/A
Number Of Employees
1
1
1
N/A
7
36
1
1
1
169
Shares Outstanding
N/A
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
N/A
Three Year Return
5.75
9.91
6.85
N/A
N/A
N/A
-1.32
5.49
1.65
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
12.7 M
Annual Yield
0.0163
0.0121
0.0184
N/A
N/A
0.0543
0.0041
0.0223
0.0582
0.0972
Total Debt
N/A
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
135 M
Return On Equity
N/A
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
N/A
0.017
Bond Positions Weight
2.97
N/A
N/A
N/A
N/A
N/A
2.0
22.72
92.23
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.0
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
-5.5
0.047
N/A
N/A
N/A
-0.11
Book Value Per Share
N/A
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
3.66
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
Minimum Initial Investment
N/A
2.5 K
2.5 K
N/A
N/A
N/A
N/A
N/A
2 K
N/A
Current Liabilities
N/A
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
N/A
Total Asset
36.04 B
6.62 B
8.39 B
N/A
3.19 K
54.41 B
243.16 M
215.11 M
347.66 M
355.28 M
Last Dividend Paid
0.05
0.35
0.16
N/A
N/A
4.6
0.03
N/A
0.02
0.73
Debt To Equity
N/A
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
0.69
Target Price
N/A
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
Market Capitalization
N/A
N/A
N/A
N/A
96.58 K
955.54 M
N/A
50.36 M
N/A
N/A
Price To Earning
20.18
19.07
17.51
N/A
-0.22
9.18
N/A
N/A
35.48
26.83
Price To Sales
1.95
1.87
1.45
N/A
N/A
0.0285
N/A
N/A
1.23
N/A
Net Income
N/A
N/A
N/A
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
5.2 M
Earnings Per Share
N/A
N/A
N/A
N/A
-0.63
0.35
N/A
N/A
N/A
1.17
Year To Date Return
8.19
11.72
10.01
N/A
N/A
N/A
2.11
7.81
1.48
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
N/A
393.49 M
Ten Year Return
9.94
12.88
8.35
N/A
N/A
N/A
4.84
N/A
6.0
N/A
Working Capital
N/A
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
51.31 M
Cash Per Share
N/A
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
3.23
Gross Profit
N/A
N/A
N/A
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
74.67 M
Day Typical Price
28.95
139.8
36.74
84.12
0.006
4.34
8.77
11.15
4.15
22.95
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.0061
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.14
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
0.0
0.0
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
0.7143
Period Momentum Indicator
(0.06)
(0.38)
(0.16)
4.9
N/A
N/A
(0.02)
(0.01)
(0.01)
0.1
Rate Of Daily Change
1.0
1.0
1.0
1.06
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
28.95
139.8
36.74
84.12
0.006
4.34
8.77
11.15
4.15
22.93
Price Action Indicator
(0.03)
(0.19)
(0.08)
2.45
N/A
N/A
(0.01)
(0.01)
(0.01)
0.12
Coefficient Of Variation
691.36
683.65
508.48
904.88
N/A
2029.36
1426.34
614.24
1258.11
546.52
Mean Deviation
0.4185
0.5508
0.4377
0.7032
N/A
0.972
0.1411
0.4344
0.1729
1.32
Jensen Alpha
0.0136
0.0224
0.0406
0.146
N/A
0.186
(0.001)
0.0295
(0.01)
0.26
Total Risk Alpha
0.0038
0.0101
0.0348
(0.02)
N/A
(0.27)
(0.02)
0.017
(0.02)
0.1259
Sortino Ratio
(0)
0.0404
0.0539
0.0632
N/A
N/A
(0.22)
0.0275
(0.19)
0.1423
Downside Variance
0.2108
0.4466
0.4081
1.79
N/A
N/A
0.0856
0.5632
0.0954
4.63
Standard Deviation
0.525
0.7181
0.5717
1.47
N/A
3.84
0.2009
0.6059
0.2345
2.1
Kurtosis
0.0447
0.1994
0.9861
16.2
N/A
39.78
3.31
1.97
(0.15)
4.35
Potential Upside
0.9282
1.19
0.8747
1.73
N/A
N/A
0.3417
1.03
0.4843
3.96
Treynor Ratio
0.0858
0.089
0.1126
1.59
N/A
(1.75)
0.055
0.102
0.0418
0.2225
Maximum Drawdown
2.59
3.68
3.22
8.02
N/A
35.79
1.14
3.2
0.978
13.41
Variance
0.2756
0.5156
0.3268
2.16
N/A
14.72
0.0404
0.3672
0.055
4.41
Market Risk Adjusted Performance
0.0958
0.099
0.1226
1.6
N/A
(1.74)
0.065
0.112
0.0518
0.2325
Risk Adjusted Performance
0.0822
0.0861
0.113
0.0696
N/A
0.0368
0.0217
0.0941
0.0312
0.1125
Skewness
0.1385
0.0344
(0.42)
1.31
N/A
4.86
(1.03)
(0.76)
0.0625
0.221
Semi Deviation
0.3143
0.5335
0.4177
1.06
N/A
N/A
0.1545
0.5124
0.122
1.72
Information Ratio
(0)
0.0376
0.0602
0.0574
N/A
0.0289
(0.32)
0.034
(0.25)
0.1458
Value At Risk
(0.81)
(1.20)
(0.67)
(0.97)
N/A
N/A
(0.34)
(0.83)
(0.24)
(2.60)
Expected Short fall
(0.52)
(0.62)
(0.48)
(0.79)
N/A
N/A
(0.19)
(0.48)
(0.30)
(1.44)
Downside Deviation
0.4591
0.6683
0.6388
1.34
N/A
N/A
0.2926
0.7504
0.3089
2.15
Semi Variance
0.0988
0.2846
0.1745
1.12
N/A
N/A
0.0239
0.2626
0.0149
2.95

Fidelity Balanced Competition Performance Charts

Five steps to successful analysis of Fidelity Balanced Competition

Fidelity Balanced's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Fidelity Balanced in relation to its competition. Fidelity Balanced's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Fidelity Balanced in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Fidelity Balanced's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Fidelity Balanced, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Fidelity Balanced position

In addition to having Fidelity Balanced in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Trading Thematic Idea Now

Trading
Trading Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Trading theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Trading Theme or any other thematic opportunities.
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Check out Fidelity Balanced Correlation with its peers.
You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Fidelity Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity Balanced is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity Balanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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