Discover a comparison of FBALX vs. SCHD to determine which is best for you! Use the table below to compare their key characteristics.

Last Updated: 1/15/2024

FBALX vs. SCHD Key Characteristics

Overview of FBALX

FBALX, the Fidelity Balanced Fund, is a mutual fund managed by Fidelity Investments. This fund is categorized as a balanced or hybrid fund, aiming to provide a mix of income and capital growth by investing in both stocks and bonds. The primary goal of FBALX is to offer investors a diversified portfolio through a single investment. The fund typically invests in a combination of U.S. stocks, foreign stocks, and bonds.