CFIZX vs FBALX

Both CFIZX and FBALX are mutual funds. CFIZX has a lower 5-year return than FBALX (11.61% vs 14.8%). CFIZX has a higher expense ratio than FBALX (0.75% vs 0.52%). Below is the comparison between CFIZX and FBALX.

CFIZX FBALX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--50% to 70% Equity U.S. Balanced: Allocation--50% to 70% Equity
Family Columbia Threadneedle Fidelity Investments
Net Assets $625.30M $36.66B
Expense Ratio 0.75% 0.52%
Management Style active active
Dividend Yield 4.26% 0.92%
Minimum Investment N/A $2,500.00
YTD Return 14.93% 15.34%
1-Year Return 2.61% 3.15%
3-Year Return 13.44% 18.08%
5-Year Return 11.61% 14.80%
10-Year Return 10.45% 12.32%

CFIZX description

The Fund seeks to provide shareholders current income, with long-term capital appreciation. The Fund invests broadly in debt, equity, and/or convertible securities. The Fund allocates its investments from one asset class to another based upon internal analysis.

CFIZX performance & returns

YTD Return 14.93%
1-Month Return 2.31%
3-Month Return 2.61%
1-Year Return 2.61%
3-Year Return 13.44%
5-Year Return 11.61%
10-Year Return 10.45%
CFIZX expense ratio is 0.75%.

CFIZX holdings

Top 10 Holdings (11.57% of Total Assets)

Name Symbol % Assets
DTE Energy Co Units DTP 1.59%
Broadcom Inc AVGO 1.44%
Verizon Communications Inc VZ 1.20%
BWAY Holding Company 7.25% N/A 1.17%
ARD Finance S.A. N/A 1.08%
Indigo Natural Resources LLC 6.88% N/A 1.05%
NextEra Energy Inc Unit (Corporate Unit 09/01/2023) NEEPQ 1.02%
Constellium SE 6.62% N/A 1.02%
Morgan Stanley MS 1.00%
AbbVie Inc ABBV 1.00%

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FBALX description

The Fund seeks income and capital growth by investing 60% of its assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities, when its outlook is neutral. It invests at least 25% in fixed-income senior securities.

FBALX performance & returns

YTD Return 15.34%
1-Month Return 2.37%
3-Month Return 3.15%
1-Year Return 3.15%
3-Year Return 18.08%
5-Year Return 14.80%
10-Year Return 12.32%
FBALX expense ratio is 0.52%.

FBALX holdings

Top 10 Holdings (21.48% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.28%
Amazon.com Inc AMZN 3.29%
Apple Inc AAPL 3.00%
Fidelity Revere Str Tr N/A 2.49%
Facebook Inc A FB 1.85%
Alphabet Inc Class C GOOG 1.77%
United States Treasury Bonds 3% N/A 1.44%
United States Treasury Notes 2.62% N/A 1.36%
UnitedHealth Group Inc UNH 1.05%
Fannie Mae 3.5% 30 Year N/A 0.95%

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