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FBKFX vs RLBAX
FBKFX vs RLBAX Comparison
Open Charts FBKFX vs RLBAX
Fidelity Balanced K6
Price$17.63
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets2.17B
American Funds American Balanced R1
Price$39.42
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
FBKFX vs RLBAX Comparison Chart in %
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FBKFX vs. RLBAX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. FBKFX (2.18B). FBKFX pays higher dividends than RLBAX: FBKFX (1.81) vs RLBAX (1.07). FBKFX was incepted earlier than RLBAX: FBKFX (6 years) vs RLBAX (24 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). RLBAX annual gain was more profitable for investors over the last year : 8.44 vs. FBKFX (7.99). FBKFX return over 5 years is better than : 48.34 vs. RLBAX (34.78).
| 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 | 24 years | - |
| Gain YTD | 11.801 | 15.776 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 269B | 1% |
| Annual Yield % from dividends | 1.81 | 1.07 | 170% |
| Returns for 1 year | 7.99 | 8.44 | 95% |
| Returns for 3 years | 50.04 | 37.26 | 134% |
| Returns for 5 years | 48.34 | 34.78 | 139% |
| Returns for 10 years | N/A | 66.67 | - |
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