Interact to see
Advertisement
Advertisement
FBKFX vs RLBCX
FBKFX vs RLBCX Comparison
Open Charts FBKFX vs RLBCX
Fidelity Balanced K6
Price$17.35
Change+$0.13 (+0.75%)
VolumeN/A
Net Assets2.1B
American Funds American Balanced R3
Price$37.73
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
FBKFX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBKFX vs. RLBCX commentary
Sep 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: 258B vs. FBKFX (2.1B). FBKFX pays higher dividends than RLBCX: FBKFX (1.84) vs RLBCX (1.53). 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 : 12.88 vs. RLBCX (9.58). FBKFX return over 5 years is better than : 55.78 vs. RLBCX (37.90).
| 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 | 9.782 | 11.127 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 258B | 1% |
| Annual Yield % from dividends | 1.84 | 1.53 | 120% |
| Returns for 1 year | 12.88 | 9.58 | 134% |
| Returns for 3 years | 48.69 | 38.72 | 126% |
| Returns for 5 years | 55.78 | 37.90 | 147% |
| Returns for 10 years | N/A | 72.02 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement