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) | 6.69% | 18.10% | 11.76% | 5.91% | 8.65% | 8.73% | 7.84% | … | … |
| VWELX (VANGUARD WELLINGTON FUND INVESTOR SHARES) | 5.96% | 19.02% | 14.84% | 8.83% | 9.77% | 9.57% | 8.65% | … | … |
| FPURX (FIDELITY PURITAN FUND FIDELITY PURITAN FUND) | 11.38% | 24.24% | 17.06% | 9.97% | 11.77% | 10.80% | 9.25% | … | … |
| PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) | 4.62% | 21.45% | 15.38% | 14.04% | 16.70% | 17.13% | 15.26% | … | … |
| VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | 7.95% | 19.12% | 13.73% | 6.98% | 8.37% | 7.52% | 6.72% | … | … |
| VASGX (VANGUARD LIFESTRATEGY GROWTH FUND INVESTOR SHARES) | 10.37% | 24.42% | 16.99% | 9.23% | 10.81% | 9.77% | 8.18% | … | … |
| FBAKX (FIDELITY BALANCED FUND CLASS K) | 10.25% | 23.97% | 16.69% | 9.80% | 12.06% | 11.04% | NA | … | … |
| ABALX (American Balanced Fund Class A Sh) | 9.47% | 23.34% | 17.05% | 9.25% | 9.57% | 9.73% | 8.37% | … | … |
| RLBGX (AMERICAN BALANCED FUND CLASS R-6) | 9.52% | 23.62% | 17.38% | 9.57% | 9.89% | 10.05% | NA | … | … |
| TRAIX (T. ROWE PRICE CAPITAL APPRECIATION FUND T. ROWE PRICE CAPITAL APPRECIATION FUND-I CLASS) | 4.70% | 21.61% | 15.53% | 10.39% | 12.14% | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 12/18/2015
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