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FBKFX vs RLEFX
FBKFX vs RLEFX Comparison
Open Charts FBKFX vs RLEFX
Fidelity Balanced K6
Price$16.94
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets2.25B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
FBKFX vs RLEFX Comparison Chart in %
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FBKFX vs. RLEFX commentary
Jul 28, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. FBKFX (2.25B). RLEFX pays higher dividends than FBKFX: RLEFX (2.01) vs FBKFX (1.84). FBKFX was incepted earlier than RLEFX: FBKFX (6 years) vs RLEFX (10 years). RLEFX (0.39) is less costly to investors than FBKFX (0.32). RLEFX is a more actively managed with annual turnover of: 44.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than RLEFX: FBKFX (0) vs RLEFX (250). FBKFX annual gain was more profitable for investors over the last year : 12.87 vs. RLEFX (10.46). FBKFX return over 5 years is better than : 59.51 vs. RLEFX (40.77).
| FBKFX | RLEFX | FBKFX / RLEFX | |
| Total Expense Ratio | 0.32 | 0.39 | 82% |
| Annual Report Gross Expense Ratio | 0.32 | 0.39 | 82% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 7.187 | 9.133 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 254B | 1% |
| Annual Yield % from dividends | 1.84 | 2.01 | 92% |
| Returns for 1 year | 12.87 | 10.46 | 123% |
| Returns for 3 years | 43.55 | 35.42 | 123% |
| Returns for 5 years | 59.51 | 40.77 | 146% |
| Returns for 10 years | N/A | N/A | - |
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