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FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$31.15
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets57.46B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
FBALX vs RLBAX Comparison Chart in %
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FBALX vs. RLBAX commentary
Jul 07, 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: 252B vs. FBALX (57.5B). FBALX pays higher dividends than RLBAX: FBALX (1.69) vs RLBAX (1.18). 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). RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. FBALX (6.32). RLBAX return over 5 years is better than : 37.04 vs. FBALX (33.17).
| 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 | 5.857 | 7.651 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.5B | 252B | 23% |
| Annual Yield % from dividends | 1.69 | 1.18 | 143% |
| Returns for 1 year | 6.32 | 7.00 | 90% |
| Returns for 3 years | 30.94 | 32.45 | 95% |
| Returns for 5 years | 33.17 | 37.04 | 90% |
| Returns for 10 years | 50.10 | 58.01 | 86% |
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