FBKFX
Price
$16.81
Change
+$0.08 (+0.48%)
Updated
Jul 3 closing price
Net Assets
2.25B
RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
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FBKFX vs RLEFX

Header iconFBKFX vs RLEFX Comparison
Open Charts FBKFX vs RLEFXBanner chart's image
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.

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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).
FBKFXRLEFXFBKFX / RLEFX
Total Expense Ratio0.320.3982%
Annual Report Gross Expense Ratio0.320.3982%
Fund Existence6 years10 years-
Gain YTD5.8278.16471%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2.25B252B1%
Annual Yield % from dividends1.842.0192%
Returns for 1 year9.418.07117%
Returns for 3 years44.5035.76124%
Returns for 5 years61.8642.56145%
Returns for 10 yearsN/AN/A-
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