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FBAKX vs RLBAX
FBAKX vs RLBAX Comparison
Open Charts FBAKX vs RLBAX
Fidelity Balanced K
Price$32.70
Change-$0.28 (-0.85%)
VolumeN/A
Net Assets62.13B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
FBAKX vs RLBAX Comparison Chart in %
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FBAKX vs. RLBAX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FBAKX is a StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. FBAKX (62.1B). FBAKX pays higher dividends than RLBAX: FBAKX (1.74) vs RLBAX (1.22). FBAKX was incepted earlier than RLBAX: FBAKX (18 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than FBAKX (0.39). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FBAKX (41.00). FBAKX has a lower initial minimum investment than RLBAX: FBAKX (0) vs RLBAX (250). FBAKX annual gain was more profitable for investors over the last year : 11.69 vs. RLBAX (10.45). RLBAX return over 5 years is better than : 31.35 vs. FBAKX (22.07).
| FBAKX | RLBAX | FBAKX / RLBAX | |
| Total Expense Ratio | 0.39 | 1.31 | 30% |
| Annual Report Gross Expense Ratio | 0.39 | 1.31 | 30% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 2.147 | 2.371 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.1B | 270B | 23% |
| Annual Yield % from dividends | 1.74 | 1.22 | 143% |
| Returns for 1 year | 11.69 | 10.45 | 112% |
| Returns for 3 years | 41.11 | 33.63 | 122% |
| Returns for 5 years | 22.07 | 31.35 | 70% |
| Returns for 10 years | 87.91 | 79.34 | 111% |
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