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FBAKX vs RLBAX
FBAKX vs RLBAX Comparison
Open Charts FBAKX vs RLBAX
Fidelity Balanced K
Price$31.16
Change+$0.15 (+0.48%)
VolumeN/A
Net Assets57.46B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
FBAKX vs RLBAX Comparison Chart in %
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FBAKX vs. RLBAX commentary
Jul 07, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. FBAKX (57.5B). FBAKX pays higher dividends than RLBAX: FBAKX (1.74) vs RLBAX (1.18). FBAKX was incepted earlier than RLBAX: FBAKX (17 years) vs RLBAX (23 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 (24.00). FBAKX has a lower initial minimum investment than RLBAX: FBAKX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. FBAKX (6.38). RLBAX return over 5 years is better than : 37.04 vs. FBAKX (33.69).
| FBAKX | RLBAX | FBAKX / RLBAX | |
| Total Expense Ratio | 0.39 | 1.31 | 30% |
| Annual Report Gross Expense Ratio | 0.39 | 1.31 | 30% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 5.906 | 7.651 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.5B | 252B | 23% |
| Annual Yield % from dividends | 1.74 | 1.18 | 148% |
| Returns for 1 year | 6.38 | 7.00 | 91% |
| Returns for 3 years | 31.23 | 32.45 | 96% |
| Returns for 5 years | 33.69 | 37.04 | 91% |
| Returns for 10 years | 51.38 | 58.01 | 89% |
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