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FIKZX vs RLBAX
FIKZX vs RLBAX Comparison
Open Charts FIKZX vs RLBAX
Fidelity Advisor Asset Manager 50% Z
Price$22.19
Change-$0.09 (-0.40%)
VolumeN/A
Net Assets10.58B
American Funds American Balanced R1
Price$37.94
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
FIKZX vs RLBAX Comparison Chart in %
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FIKZX vs. RLBAX commentary
Feb 05, 2026
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 Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. FIKZX (10.6B). FIKZX pays higher dividends than RLBAX: FIKZX (2.40) vs RLBAX (1.22). FIKZX was incepted earlier than RLBAX: FIKZX (7 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than FIKZX (0.48). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FIKZX (25.00). FIKZX has a lower initial minimum investment than RLBAX: FIKZX (0) vs RLBAX (250). FIKZX (10.54) and RLBAX (10.45) have marching annual gain over last year. RLBAX return over 5 years is better than : 31.35 vs. FIKZX (17.78).
| FIKZX | RLBAX | FIKZX / RLBAX | |
| Total Expense Ratio | 0.45 | 1.31 | 34% |
| Annual Report Gross Expense Ratio | 0.48 | 1.31 | 37% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 2.576 | 2.371 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 270B | 4% |
| Annual Yield % from dividends | 2.40 | 1.22 | 197% |
| Returns for 1 year | 10.54 | 10.45 | 101% |
| Returns for 3 years | 28.49 | 33.63 | 85% |
| Returns for 5 years | 17.78 | 31.35 | 57% |
| Returns for 10 years | N/A | 79.34 | - |
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