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FIKZX vs RLBBX
FIKZX vs RLBBX Comparison
Open Charts FIKZX vs RLBBX
Fidelity Advisor Asset Manager 50% Z
Price$22.87
Change-$0.17 (-0.74%)
VolumeN/A
Net Assets10.09B
American Funds American Balanced R2
Price$39.34
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
FIKZX vs RLBBX Comparison Chart in %
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FIKZX vs. RLBBX commentary
Dec 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 StrongBuy and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. FIKZX (10.1B). FIKZX pays higher dividends than RLBBX: FIKZX (2.28) vs RLBBX (1.07). FIKZX was incepted earlier than RLBBX: FIKZX (7 years) vs RLBBX (24 years). RLBBX (1.32) is less costly to investors than FIKZX (0.48). RLBBX is a more actively managed with annual turnover of: 44.00 vs. FIKZX (12.00). FIKZX has a lower initial minimum investment than RLBBX: FIKZX (0) vs RLBBX (250). RLBBX (9.74) and FIKZX (9.71) have marching annual gain over last year. RLBBX return over 5 years is better than : 36.40 vs. FIKZX (23.86).
| FIKZX | RLBBX | FIKZX / RLBBX | |
| Total Expense Ratio | 0.45 | 1.32 | 34% |
| Annual Report Gross Expense Ratio | 0.48 | 1.32 | 36% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 14.816 | 17.386 | 85% |
| 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 | 2.28 | 1.07 | 213% |
| Returns for 1 year | 9.71 | 9.74 | 100% |
| Returns for 3 years | 30.75 | 40.84 | 75% |
| Returns for 5 years | 23.86 | 36.40 | 66% |
| Returns for 10 years | N/A | 72.64 | - |
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