What does Fidelity Balanced Fund do?

Fidelity Balanced Fund (FBALX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is FBALX's market cap?

Fidelity Balanced Fund (FBALX) has a market capitalization of approximately $65.63 billion, as of July 24, 2026, based on the most recent share price and shares outstanding.

Does FBALX pay a dividend?

Yes — Fidelity Balanced Fund (FBALX) pays a dividend quarterly, with a trailing-twelve-month yield of 5.65%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

FBALX

Fidelity Balanced Fund

NASDAQ·Asset Management · Financial Services

$34.68$0.30−0.86%

Market cap$65.63B·Market closed·Jul 24 12:10 PM UTC

Price Chart

$34.68−$0.30 (−0.86%)today

+9.19%CAGR +1.78%

Select date range

FromTo

Nov 6, 1986Jul 24, 2021 → Jul 24, 2026· 5.0 yrsJul 24, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)1.68%

Annual Dividend (FWD)$0.58

Dividend Growth (5Y)+24.4%

Dividend Safety—

Payout Ratio—

FCF Payout Ratio—

Most Recent Dividend$0.146

Ex-Dividend DateJul 10

Payment DateJul 13

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

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About Fidelity Balanced Fund

The Fidelity Balanced Fund typically allocates approximately 60% of its holdings to equity instruments, such as common stocks, with the balance invested in various fixed-income securities. During periods when the fund's market outlook is deemed neutral, its debt portfolio may incorporate lower-rated obligations, also known as sub-investment-grade, high-yield, or "junk" bonds. A fundamental component of its strategy is to commit at least 25% of its total assets to senior fixed-income instruments.

Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: fundresearch.fidelity.com/mutual-funds/summary/316345206

Peers

Peers Tab

VBINX

Vanguard Balanced Index Fund

Cap

$63.4B

FPURX

Fidelity Puritan Fund

Cap

$33.9B

FUSIX

Strategic Advisers Fidelity International Fund

Cap

$73.9B

Latest News

News Tab

No recent news available.

Frequently Asked Questions About FBALX

What does Fidelity Balanced Fund do?: Fidelity Balanced Fund (FBALX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is FBALX's market cap?: Fidelity Balanced Fund (FBALX) has a market capitalization of approximately $65.63 billion, as of July 24, 2026, based on the most recent share price and shares outstanding.
Does FBALX pay a dividend?: Yes — Fidelity Balanced Fund (FBALX) pays a dividend quarterly, with a trailing-twelve-month yield of 5.65%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.