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FBKFX vs RLBGX
FBKFX vs RLBGX Comparison
Open Charts FBKFX vs RLBGX
Fidelity Balanced K6
Price$16.81
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets2.25B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
FBKFX vs RLBGX Comparison Chart in %
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FBKFX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. FBKFX (2.25B). RLBGX pays higher dividends than FBKFX: RLBGX (2.15) vs FBKFX (1.84). 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 : 9.41 vs. RLBGX (8.24). FBKFX return over 5 years is better than : 61.86 vs. RLBGX (43.50).
| 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 | 5.827 | 8.259 | 71% |
| 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 | 2.15 | 86% |
| Returns for 1 year | 9.41 | 8.24 | 114% |
| Returns for 3 years | 44.50 | 36.31 | 123% |
| Returns for 5 years | 61.86 | 43.50 | 142% |
| Returns for 10 years | N/A | 68.54 | - |
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