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FBKFX vs RLBCX
FBKFX vs RLBCX Comparison
Open Charts FBKFX vs RLBCX
Fidelity Balanced K6
Price$16.81
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets2.25B
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
FBKFX vs RLBCX Comparison Chart in %
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FBKFX vs. RLBCX commentary
Jul 07, 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: 252B vs. FBKFX (2.25B). FBKFX pays higher dividends than RLBCX: FBKFX (1.84) vs RLBCX (1.57). 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 : 9.41 vs. RLBCX (7.52). FBKFX return over 5 years is better than : 61.86 vs. RLBCX (39.59).
| 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 | 5.827 | 7.917 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 252B | 1% |
| Annual Yield % from dividends | 1.84 | 1.57 | 118% |
| Returns for 1 year | 9.41 | 7.52 | 125% |
| Returns for 3 years | 44.50 | 34.01 | 131% |
| Returns for 5 years | 61.86 | 39.59 | 156% |
| Returns for 10 years | N/A | 62.14 | - |
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