Interact to see
Advertisement
Advertisement
FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$32.59
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets58.76B
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
FBALX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBALX vs. RLBAX commentary
Sep 27, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 262B vs. FBALX (58.8B). FBALX pays higher dividends than RLBAX: FBALX (1.67) vs RLBAX (1.15). 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 : 7.85 vs. RLBAX (7.27). RLBAX return over 5 years is better than : 40.00 vs. FBALX (32.83).
| 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 | 11.275 | 12.531 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.8B | 262B | 22% |
| Annual Yield % from dividends | 1.67 | 1.15 | 145% |
| Returns for 1 year | 7.85 | 7.27 | 108% |
| Returns for 3 years | 45.26 | 48.19 | 94% |
| Returns for 5 years | 32.83 | 40.00 | 82% |
| Returns for 10 years | 70.28 | 74.51 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement