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FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$32.36
Change-$0.31 (-0.95%)
VolumeN/A
Net Assets61.46B
American Funds American Balanced R1
Price$39.30
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
FBALX vs RLBAX Comparison Chart in %
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FBALX vs. RLBAX commentary
Dec 14, 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 FBALX is a StrongBuy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. FBALX (61.5B). FBALX pays higher dividends than RLBAX: FBALX (1.67) vs RLBAX (1.07). 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). RLBAX annual gain was more profitable for investors over the last year : 9.75 vs. FBALX (7.49). RLBAX return over 5 years is better than : 36.40 vs. FBALX (27.47).
| 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 | 12.003 | 17.399 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5B | 269B | 23% |
| Annual Yield % from dividends | 1.67 | 1.07 | 156% |
| Returns for 1 year | 7.49 | 9.75 | 77% |
| Returns for 3 years | 45.32 | 40.80 | 111% |
| Returns for 5 years | 27.47 | 36.40 | 75% |
| Returns for 10 years | 73.73 | 72.67 | 101% |
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