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FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$31.77
Change-$0.09 (-0.28%)
VolumeN/A
Net Assets58.11B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
FBALX vs RLBAX Comparison Chart in %
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FBALX vs. RLBAX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. FBALX (58.1B). FBALX pays higher dividends than RLBAX: FBALX (1.70) vs RLBAX (1.17). FBALX was incepted earlier than RLBAX: FBALX (39 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FBALX (0.47). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FBALX (24.00). 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 : 8.05 vs. RLBAX (7.15). RLBAX return over 5 years is better than : 33.77 vs. FBALX (28.37).
| FBALX | RLBAX | FBALX / RLBAX | |
| Total Expense Ratio | 0.47 | 1.31 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.31 | 36% |
| Fund Existence | 39 years | 23 years | - |
| Gain YTD | 8.475 | 9.243 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.1B | 256B | 23% |
| Annual Yield % from dividends | 1.70 | 1.17 | 145% |
| Returns for 1 year | 8.05 | 7.15 | 113% |
| Returns for 3 years | 23.13 | 27.06 | 85% |
| Returns for 5 years | 28.37 | 33.77 | 84% |
| Returns for 10 years | 53.09 | 59.12 | 90% |
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