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FBKFX vs RLEFX
FBKFX vs RLEFX Comparison
Open Charts FBKFX vs RLEFX
Fidelity Balanced K6
Price$16.21
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
FBKFX vs RLEFX Comparison Chart
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FBKFX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. FBKFX (2.2B). RLEFX pays higher dividends than FBKFX: RLEFX (2.09) vs FBKFX (1.92). 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 : 6.73 vs. RLEFX (5.49). FBKFX return over 5 years is better than : 60.22 vs. RLEFX (39.46).
| 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 | 2.050 | 4.524 | 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 | 2.09 | 92% |
| Returns for 1 year | 6.73 | 5.49 | 123% |
| Returns for 3 years | 42.91 | 33.28 | 129% |
| Returns for 5 years | 60.22 | 39.46 | 153% |
| Returns for 10 years | N/A | N/A | - |
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