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FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$32.69
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
FBALX vs RLBAX Comparison Chart in %
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FBALX vs. RLBAX commentary
Feb 04, 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 FBALX is a StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. FBALX (62.1B). FBALX pays higher dividends than RLBAX: FBALX (1.71) vs RLBAX (1.22). FBALX was incepted earlier than RLBAX: FBALX (39 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than FBALX (0.46). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FBALX (41.00). FBALX has a lower initial minimum investment than RLBAX: FBALX (0) vs RLBAX (250). FBALX annual gain was more profitable for investors over the last year : 11.65 vs. RLBAX (10.45). RLBAX return over 5 years is better than : 31.35 vs. FBALX (21.63).
| FBALX | RLBAX | FBALX / RLBAX | |
| Total Expense Ratio | 0.46 | 1.31 | 35% |
| Annual Report Gross Expense Ratio | 0.46 | 1.31 | 35% |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | 2.148 | 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 | 1.71 | 1.22 | 140% |
| Returns for 1 year | 11.65 | 10.45 | 111% |
| Returns for 3 years | 40.83 | 33.63 | 121% |
| Returns for 5 years | 21.63 | 31.35 | 69% |
| Returns for 10 years | 86.45 | 79.34 | 109% |
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