Interact to see
Advertisement
Advertisement
FIKZX vs RLBGX
FIKZX vs RLBGX Comparison
Open Charts FIKZX vs RLBGX
Fidelity Advisor Asset Manager 50% Z
Price$22.06
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets9.62B
American Funds American Balanced R6
Price$37.49
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
FIKZX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIKZX vs. RLBGX commentary
Aug 18, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 256B vs. FIKZX (9.62B). FIKZX pays higher dividends than RLBGX: FIKZX (2.39) vs RLBGX (2.13). FIKZX was incepted earlier than RLBGX: FIKZX (7 years) vs RLBGX (16 years). FIKZX (0.47) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. FIKZX (12.00). FIKZX has a lower initial minimum investment than RLBGX: FIKZX (0) vs RLBGX (250). FIKZX annual gain was more profitable for investors over the last year : 8.99 vs. RLBGX (8.36). RLBGX return over 5 years is better than : 40.09 vs. FIKZX (26.52).
| FIKZX | RLBGX | FIKZX / RLBGX | |
| Total Expense Ratio | 0.47 | 0.25 | 188% |
| Annual Report Gross Expense Ratio | 0.47 | 0.25 | 188% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 9.456 | 9.990 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.62B | 256B | 4% |
| Annual Yield % from dividends | 2.39 | 2.13 | 112% |
| Returns for 1 year | 8.99 | 8.36 | 108% |
| Returns for 3 years | 19.40 | 30.72 | 63% |
| Returns for 5 years | 26.52 | 40.09 | 66% |
| Returns for 10 years | N/A | 69.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CPSL | 26.62 | 0.03 | +0.11% |
| Calamos Laddered S&P 500 Str Alt Prt ETF | |||
| MCHS | 30.83 | N/A | N/A |
| Matthews China Discovery Active ETF | |||
| PSH | 50.60 | -0.04 | -0.09% |
| PGIM Short Duration High Yield ETF | |||
| FLTB | 50.54 | -0.07 | -0.13% |
| Fidelity Limited Term Bond ETF | |||
| JHML | 75.70 | -0.31 | -0.41% |
| JHancock Multifactor Large Cap ETF | |||