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FBKFX vs RLBAX
FBKFX vs RLBAX Comparison
Open Charts FBKFX vs RLBAX
Fidelity Balanced K6
Price$17.65
Change-$0.18 (-1.01%)
VolumeN/A
Net Assets2.26B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
FBKFX vs RLBAX Comparison Chart in %
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FBKFX vs. RLBAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. FBKFX (2.26B). FBKFX pays higher dividends than RLBAX: FBKFX (1.83) vs RLBAX (1.22). FBKFX was incepted earlier than RLBAX: FBKFX (7 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than FBKFX (0.32). FBKFX is a more actively managed with annual turnover of: 53.00 vs. RLBAX (44.00). 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 : 11.73 vs. RLBAX (10.45). FBKFX return over 5 years is better than : 42.50 vs. RLBAX (31.35).
| FBKFX | RLBAX | FBKFX / RLBAX | |
| Total Expense Ratio | 0.32 | 1.31 | 24% |
| Annual Report Gross Expense Ratio | 0.32 | 1.31 | 24% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 2.191 | 2.371 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 270B | 1% |
| Annual Yield % from dividends | 1.83 | 1.22 | 150% |
| Returns for 1 year | 11.73 | 10.45 | 112% |
| Returns for 3 years | 48.19 | 33.63 | 143% |
| Returns for 5 years | 42.50 | 31.35 | 136% |
| Returns for 10 years | N/A | 79.34 | - |
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