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FBAKX vs RLBBX
FBAKX vs RLBBX Comparison
Open Charts FBAKX vs RLBBX
Fidelity Balanced K
Price$31.77
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets60.3B
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
FBAKX vs RLBBX Comparison Chart in %
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FBAKX vs. RLBBX commentary
Oct 19, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. FBAKX (60.3B). FBAKX pays higher dividends than RLBBX: FBAKX (1.68) vs RLBBX (1.11). FBAKX was incepted earlier than RLBBX: FBAKX (17 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than FBAKX (0.39). RLBBX is a more actively managed with annual turnover of: 44.00 vs. FBAKX (24.00). FBAKX has a lower initial minimum investment than RLBBX: FBAKX (0) vs RLBBX (250). FBAKX (7.99) and RLBBX (7.84) have marching annual gain over last year. RLBBX return over 5 years is better than : 37.69 vs. FBAKX (29.67).
| FBAKX | RLBBX | FBAKX / RLBBX | |
| Total Expense Ratio | 0.39 | 1.32 | 30% |
| Annual Report Gross Expense Ratio | 0.39 | 1.32 | 30% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 9.014 | 13.938 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.3B | 265B | 23% |
| Annual Yield % from dividends | 1.68 | 1.11 | 152% |
| Returns for 1 year | 7.99 | 7.84 | 102% |
| Returns for 3 years | 49.88 | 47.43 | 105% |
| Returns for 5 years | 29.67 | 37.69 | 79% |
| Returns for 10 years | 68.57 | 67.64 | 101% |