FBALX vs AOA: which was the better investment?
Fidelity Balanced Fund against iShares Core Aggressive Allocation ETF on real daily total-return data — every dividend reinvested, from Nov 11, 2008 to Jul 13, 2026.
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Frequently asked questions
Did FBALX beat AOA?
Yes — measured from Nov 11, 2008 to Jul 13, 2026 with dividends reinvested, FBALX came out ahead: $70,662 versus $57,716 from a $10,000 start. That gap compounds from a 11.7% annual return against 10.4%.
What would $10,000 in FBALX be worth today?
$10,000 invested in Fidelity Balanced Fund (FBALX) on Nov 11, 2008 would be worth about $70,662 as of Jul 13, 2026, a total return of 606.6% (11.7% per year). The same $10,000 in AOA would be worth $57,716.
Which was riskier — FBALX or AOA?
FBALX swung with an annualized volatility of 12.6% and a worst peak-to-trough drop of -26.7%; AOA ran at 15.4% volatility with a -28.4% maximum drawdown. Risk-adjusted (Sharpe ratio), that is 0.77 for FBALX vs 0.55 for AOA.
What data is this comparison based on?
Daily adjusted closing prices covering Nov 11, 2008 through Jul 13, 2026 — the full period where both assets have price history. Adjusted prices include dividends and splits, so these are total returns. The page refreshes with new market data every day.
Can I change the dates, amounts, or add monthly investing?
Yes — the interactive tool on this page is pre-loaded with FBALX vs AOA. You can set any start and end date, change the starting amount, add monthly contributions, or build a multi-asset portfolio and compare it against any benchmark.