Balanced funds hold both stocks and bonds in a fixed allocation — typically 60/40, 50/50, or 70/30. These all-in-one funds suit investors seeking one-fund simplicity without the aging glide path of target-date funds. Ideal for retirees wanting steady income with growth.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBIAX (Vanguard Balanced Index Fund Admiral Shares) | 5.85% | 17.21% | 11.47% | 5.60% | 8.60% | 8.70% | 7.80% | … | … |
| VWELX (VANGUARD WELLINGTON FUND INVESTOR SHARES) | 5.56% | 18.65% | 14.69% | 8.53% | 9.77% | 9.56% | 8.63% | … | … |
| FPURX (FIDELITY PURITAN FUND FIDELITY PURITAN FUND) | 10.42% | 23.17% | 16.72% | 9.60% | 11.72% | 10.75% | 9.20% | … | … |
| PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) | 3.89% | 20.41% | 15.11% | 13.69% | 16.68% | 17.10% | 15.22% | … | … |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | 7.09% | 18.23% | 13.43% | 6.64% | 8.36% | 7.47% | 6.68% | … | … |
| VASGX (VANGUARD LIFESTRATEGY GROWTH FUND INVESTOR SHARES) | 9.25% | 23.21% | 16.59% | 8.77% | 10.81% | 9.71% | 8.13% | … | … |
| FBAKX (FIDELITY BALANCED FUND CLASS K) | 9.19% | 22.94% | 16.31% | 9.40% | 11.99% | 10.98% | NA | … | … |
| ABALX (American Balanced Fund Class A Sh) | 8.56% | 22.28% | 16.73% | 8.86% | 9.51% | 9.69% | 8.33% | … | … |
| RLBGX (AMERICAN BALANCED FUND CLASS R-6) | 8.61% | 22.55% | 17.05% | 9.18% | 9.83% | 10.02% | NA | … | … |
| TRAIX (T. ROWE PRICE CAPITAL APPRECIATION FUND T. ROWE PRICE CAPITAL APPRECIATION FUND-I CLASS) | 3.97% | 20.57% | 15.26% | 10.05% | 12.13% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 12/18/2015
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