Interact to see
Advertisement
Advertisement
FBKFX vs RLBCX
FBKFX vs RLBCX Comparison
Open Charts FBKFX vs RLBCX
Fidelity Balanced K6
Price$17.17
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
FBKFX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBKFX vs. RLBCX commentary
Oct 19, 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: 265B vs. FBKFX (2.15B). FBKFX pays higher dividends than RLBCX: FBKFX (1.79) vs RLBCX (1.49). 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). RLBCX (8.34) and FBKFX (8.09) have marching annual gain over last year. FBKFX return over 5 years is better than : 51.99 vs. RLBCX (40.24).
| 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 | 8.939 | 14.364 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 265B | 1% |
| Annual Yield % from dividends | 1.79 | 1.49 | 121% |
| Returns for 1 year | 8.09 | 8.34 | 97% |
| Returns for 3 years | 57.34 | 49.26 | 116% |
| Returns for 5 years | 51.99 | 40.24 | 129% |
| Returns for 10 years | N/A | 72.18 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TMPIX | 56.10 | 0.33 | +0.59% |
| Touchstone Mid Cap Institutional | |||
| SCATX | 66.13 | 0.32 | +0.49% |
| Virtus Zevenbergen Innovative Gr Stk I | |||
| GSPIX | 45.18 | 0.20 | +0.44% |
| Goldman Sachs Large Cap Equity Instl | |||
| AFCGX | 19.72 | 0.02 | +0.10% |
| American Century Focused Intl Gr G | |||
| RYSVX | 215.47 | -0.70 | -0.32% |
| Rydex S&P SmallCap 600 Pure Value A | |||