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FIKZX vs RLBAX
FIKZX vs RLBAX Comparison
Open Charts FIKZX vs RLBAX
Fidelity Advisor Asset Manager 50% Z
Price$22.24
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets9.76B
American Funds American Balanced R1
Price$37.74
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
FIKZX vs RLBAX Comparison Chart in %
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FIKZX vs. RLBAX commentary
Sep 09, 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: 259B vs. FIKZX (9.76B). FIKZX pays higher dividends than RLBAX: FIKZX (2.34) vs RLBAX (1.15). 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 (9.46) and RLBAX (9.12) have marching annual gain over last year. RLBAX return over 5 years is better than : 35.40 vs. FIKZX (26.77).
| 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 | 10.349 | 10.805 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76B | 259B | 4% |
| Annual Yield % from dividends | 2.34 | 1.15 | 203% |
| Returns for 1 year | 9.46 | 9.12 | 104% |
| Returns for 3 years | 27.80 | 37.15 | 75% |
| Returns for 5 years | 26.77 | 35.40 | 76% |
| Returns for 10 years | N/A | 67.71 | - |
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