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FBKFX vs RLBAX
FBKFX vs RLBAX Comparison
Open Charts FBKFX vs RLBAX
Fidelity Balanced K6
Price$17.16
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
FBKFX vs RLBAX Comparison Chart in %
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FBKFX vs. RLBAX commentary
Aug 18, 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 FBKFX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. FBKFX (2.04B). FBKFX pays higher dividends than RLBAX: FBKFX (1.88) vs RLBAX (1.17). FBKFX was incepted earlier than RLBAX: FBKFX (6 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FBKFX (0.32). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than RLBAX: FBKFX (0) vs RLBAX (250). FBKFX annual gain was more profitable for investors over the last year : 11.36 vs. RLBAX (7.15). FBKFX return over 5 years is better than : 55.89 vs. RLBAX (33.77).
| FBKFX | RLBAX | FBKFX / RLBAX | |
| Total Expense Ratio | 0.32 | 1.31 | 24% |
| Annual Report Gross Expense Ratio | 0.32 | 1.31 | 24% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 8.579 | 9.243 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 256B | 1% |
| Annual Yield % from dividends | 1.88 | 1.17 | 161% |
| Returns for 1 year | 11.36 | 7.15 | 159% |
| Returns for 3 years | 35.95 | 27.06 | 133% |
| Returns for 5 years | 55.89 | 33.77 | 165% |
| Returns for 10 years | N/A | 59.12 | - |
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