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FIKZX vs RLBGX
FIKZX vs RLBGX Comparison
Open Charts FIKZX vs RLBGX
Fidelity Advisor Asset Manager 50% Z
Price$22.24
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets9.76B
American Funds American Balanced R6
Price$38.20
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
FIKZX vs RLBGX Comparison Chart in %
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FIKZX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 259B vs. FIKZX (9.76B). FIKZX pays higher dividends than RLBGX: FIKZX (2.34) vs RLBGX (2.09). 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). RLBGX annual gain was more profitable for investors over the last year : 10.35 vs. FIKZX (9.46). RLBGX return over 5 years is better than : 41.80 vs. FIKZX (26.77).
| 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 | 10.349 | 11.633 | 89% |
| 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 | 2.09 | 112% |
| Returns for 1 year | 9.46 | 10.35 | 91% |
| Returns for 3 years | 27.80 | 41.14 | 68% |
| Returns for 5 years | 26.77 | 41.80 | 64% |
| Returns for 10 years | N/A | 78.87 | - |
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