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FBKFX vs RLBCX
FBKFX vs RLBCX Comparison
Open Charts FBKFX vs RLBCX
Fidelity Balanced K6
Price$16.21
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R3
Price$35.41
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
FBKFX vs RLBCX Comparison Chart
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FBKFX vs. RLBCX commentary
Jun 16, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 244B vs. FBKFX (2.2B). FBKFX pays higher dividends than RLBCX: FBKFX (1.92) vs RLBCX (1.63). FBKFX was incepted earlier than RLBCX: FBKFX (6 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than FBKFX (0.32). RLBCX is a more actively managed with annual turnover of: 44.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than RLBCX: FBKFX (0) vs RLBCX (250). FBKFX annual gain was more profitable for investors over the last year : 6.73 vs. RLBCX (4.94). FBKFX return over 5 years is better than : 60.22 vs. RLBCX (36.51).
| FBKFX | RLBCX | FBKFX / RLBCX | |
| Total Expense Ratio | 0.32 | 0.89 | 36% |
| Annual Report Gross Expense Ratio | 0.32 | 0.89 | 36% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 2.050 | 4.294 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 244B | 1% |
| Annual Yield % from dividends | 1.92 | 1.63 | 117% |
| Returns for 1 year | 6.73 | 4.94 | 136% |
| Returns for 3 years | 42.91 | 31.54 | 136% |
| Returns for 5 years | 60.22 | 36.51 | 165% |
| Returns for 10 years | N/A | 54.99 | - |
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