FBALX
Price
$31.15
Change
+$0.14 (+0.45%)
Updated
Jul 3 closing price
Net Assets
57.46B
RLBAX
Price
$36.52
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
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FBALX vs RLBAX

Header iconFBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAXBanner chart's image
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.

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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).
FBALXRLBAXFBALX / RLBAX
Total Expense Ratio0.471.3136%
Annual Report Gross Expense Ratio0.471.3136%
Fund Existence39 years23 years-
Gain YTD5.8577.65177%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets57.5B252B23%
Annual Yield % from dividends1.691.18143%
Returns for 1 year6.327.0090%
Returns for 3 years30.9432.4595%
Returns for 5 years33.1737.0490%
Returns for 10 years50.1058.0186%
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