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FIKZX vs RLBAX
FIKZX vs RLBAX Comparison
Open Charts FIKZX vs RLBAX
Fidelity Advisor Asset Manager 50% Z
Price$22.73
Change-$0.22 (-0.96%)
VolumeN/A
Net Assets10.08B
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
FIKZX vs RLBAX Comparison Chart in %
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FIKZX vs. RLBAX commentary
Nov 14, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. FIKZX (10.1B). FIKZX pays higher dividends than RLBAX: FIKZX (2.29) vs RLBAX (1.08). 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 : 11.19 vs. RLBAX (9.08). RLBAX return over 5 years is better than : 36.92 vs. FIKZX (26.68).
| 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 | 14.417 | 15.481 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 269B | 4% |
| Annual Yield % from dividends | 2.29 | 1.08 | 211% |
| Returns for 1 year | 11.19 | 9.08 | 123% |
| Returns for 3 years | 31.90 | 40.52 | 79% |
| Returns for 5 years | 26.68 | 36.92 | 72% |
| Returns for 10 years | N/A | 69.99 | - |
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