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FBKFX vs RLEFX
FBKFX vs RLEFX Comparison
Open Charts FBKFX vs RLEFX
Fidelity Balanced K6
Price$16.81
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets2.25B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
FBKFX vs RLEFX Comparison Chart in %
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FBKFX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B 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 : 9.41 vs. RLEFX (8.07). FBKFX return over 5 years is better than : 61.86 vs. RLEFX (42.56).
| 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 | 5.827 | 8.164 | 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 | 2.01 | 92% |
| Returns for 1 year | 9.41 | 8.07 | 117% |
| Returns for 3 years | 44.50 | 35.76 | 124% |
| Returns for 5 years | 61.86 | 42.56 | 145% |
| Returns for 10 years | N/A | N/A | - |
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