# Fidelity Balanced (FBALX)

> Source: Nexqual · https://nexqual.com/FBALX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Fidelity Balanced (FBALX), nexqual.com/FBALX" · informational, not investment advice.

**Price:** USD 32.17 (-0.37% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 32.17 · day 32.17–32.17 · 52w 30.94–35.91 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +11.6% vs S&P 500 +13.4%; 5Y +48.7% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +11.6% | +48.7% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +11.7% | +8.3% |
| Volatility (annualized) | 9.6% | 11.7% |
| Max drawdown | -6.5% (Feb 2026→Mar 2026) | -22.8% (Nov 2021→Oct 2022) |

## Peers
FPURX (Fidelity Puritan Fund) USD 25.28 -0.00% · FLPSX (Fidelity Low-Priced Stock Fund) USD 42.37 +0.00% · FIGRX (Fidelity International Discover) USD 60.45 -0.00% · FCNTX (Fidelity Contra Fund) USD 26.93 -0.00% · FAGIX (Fidelity Capital and Income Fun) USD 10.87 +0.00%

## More
Full page: https://nexqual.com/FBALX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt