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FIKZX vs RLBAX
FIKZX vs RLBAX Comparison
Open Charts FIKZX vs RLBAX
Fidelity Advisor Asset Manager 50% Z
Price$21.17
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
FIKZX vs RLBAX Comparison Chart
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FIKZX vs. RLBAX 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 FIKZX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. FIKZX (9.42B). FIKZX pays higher dividends than RLBAX: FIKZX (2.43) vs RLBAX (1.23). FIKZX was incepted earlier than RLBAX: FIKZX (7 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FIKZX (0.47). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FIKZX (12.00). FIKZX has a lower initial minimum investment than RLBAX: FIKZX (0) vs RLBAX (250). FIKZX annual gain was more profitable for investors over the last year : 6.34 vs. RLBAX (4.45). RLBAX return over 5 years is better than : 34.05 vs. FIKZX (27.84).
| FIKZX | RLBAX | FIKZX / RLBAX | |
| Total Expense Ratio | 0.47 | 1.31 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.31 | 36% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 4.337 | 4.085 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 244B | 4% |
| Annual Yield % from dividends | 2.43 | 1.23 | 197% |
| Returns for 1 year | 6.34 | 4.45 | 143% |
| Returns for 3 years | 23.33 | 30.02 | 78% |
| Returns for 5 years | 27.84 | 34.05 | 82% |
| Returns for 10 years | N/A | 51.23 | - |
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