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FBKFX vs RLBCX
FBKFX vs RLBCX Comparison
Open Charts FBKFX vs RLBCX
Fidelity Balanced K6
Price$17.55
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets2.23B
American Funds American Balanced R3
Price$38.09
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
FBKFX vs RLBCX Comparison Chart in %
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FBKFX vs. RLBCX commentary
Jan 16, 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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. FBKFX (2.23B). FBKFX pays higher dividends than RLBCX: FBKFX (1.86) vs RLBCX (1.66). FBKFX was incepted earlier than RLBCX: FBKFX (7 years) vs RLBCX (24 years). RLBCX (0.89) is less costly to investors than FBKFX (0.32). FBKFX is a more actively managed with annual turnover of: 53.00 vs. RLBCX (44.00). FBKFX has a lower initial minimum investment than RLBCX: FBKFX (0) vs RLBCX (250). RLBCX (13.88) and FBKFX (13.21) have marching annual gain over last year. FBKFX return over 5 years is better than : 44.42 vs. RLBCX (34.83).
| FBKFX | RLBCX | FBKFX / RLBCX | |
| Total Expense Ratio | 0.32 | 0.89 | 36% |
| Annual Report Gross Expense Ratio | 0.32 | 0.89 | 36% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 1.499 | 2.337 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 270B | 1% |
| Annual Yield % from dividends | 1.86 | 1.66 | 112% |
| Returns for 1 year | 13.21 | 13.88 | 95% |
| Returns for 3 years | 51.73 | 36.44 | 142% |
| Returns for 5 years | 44.42 | 34.83 | 128% |
| Returns for 10 years | N/A | 85.36 | - |
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