Interact to see
Advertisement
Advertisement
FBAKX vs RLBBX
FBAKX vs RLBBX Comparison
Open Charts FBAKX vs RLBBX
Fidelity Balanced K
Price$32.70
Change-$0.28 (-0.85%)
VolumeN/A
Net Assets62.13B
American Funds American Balanced R2
Price$38.04
Change-$0.58 (-1.50%)
VolumeN/A
Net Assets269.72B
FBAKX vs RLBBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBAKX vs. RLBBX 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 RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. FBAKX (62.1B). FBAKX pays higher dividends than RLBBX: FBAKX (1.74) vs RLBBX (1.23). FBAKX was incepted earlier than RLBBX: FBAKX (18 years) vs RLBBX (24 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 (41.00). FBAKX has a lower initial minimum investment than RLBBX: FBAKX (0) vs RLBBX (250). FBAKX annual gain was more profitable for investors over the last year : 11.69 vs. RLBBX (10.49). RLBBX return over 5 years is better than : 31.41 vs. FBAKX (22.07).
| FBAKX | RLBBX | FBAKX / RLBBX | |
| Total Expense Ratio | 0.39 | 1.32 | 30% |
| Annual Report Gross Expense Ratio | 0.39 | 1.32 | 30% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 2.147 | 2.396 | 90% |
| 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 | 1.23 | 142% |
| Returns for 1 year | 11.69 | 10.49 | 111% |
| Returns for 3 years | 41.11 | 33.68 | 122% |
| Returns for 5 years | 22.07 | 31.41 | 70% |
| Returns for 10 years | 87.91 | 79.44 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DGT | 175.39 | 0.54 | +0.31% |
| State Street® SPDR® Global Dow ETF | |||
| VOOV | 211.70 | 0.03 | +0.01% |
| Vanguard S&P 500 Value ETF | |||
| FSST | 30.89 | N/A | N/A |
| Fidelity Sustainable US Equity ETF | |||
| ESG | 160.91 | -1.27 | -0.79% |
| FlexShares STOXX US ESG Select ETF | |||
| RDYY | 26.16 | -1.71 | -6.14% |
| YieldMax RDDT Option Income Strategy ETF | |||