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FBKFX vs RLBGX
FBKFX vs RLBGX Comparison
Open Charts FBKFX vs RLBGX
Fidelity Balanced K6
Price$16.21
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
FBKFX vs RLBGX Comparison Chart
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FBKFX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. FBKFX (2.2B). RLBGX pays higher dividends than FBKFX: RLBGX (2.23) vs FBKFX (1.92). FBKFX was incepted earlier than RLBGX: FBKFX (6 years) vs RLBGX (16 years). FBKFX (0.32) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than RLBGX: FBKFX (0) vs RLBGX (250). FBKFX annual gain was more profitable for investors over the last year : 6.73 vs. RLBGX (5.63). FBKFX return over 5 years is better than : 60.22 vs. RLBGX (40.35).
| FBKFX | RLBGX | FBKFX / RLBGX | |
| Total Expense Ratio | 0.32 | 0.25 | 128% |
| Annual Report Gross Expense Ratio | 0.32 | 0.25 | 128% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 2.050 | 4.592 | 45% |
| 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 | 2.23 | 86% |
| Returns for 1 year | 6.73 | 5.63 | 120% |
| Returns for 3 years | 42.91 | 33.78 | 127% |
| Returns for 5 years | 60.22 | 40.35 | 149% |
| Returns for 10 years | N/A | 60.87 | - |
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