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FIKZX vs RLBGX
FIKZX vs RLBGX Comparison
Open Charts FIKZX vs RLBGX
Fidelity Advisor Asset Manager 50% Z
Price$22.19
Change-$0.09 (-0.40%)
VolumeN/A
Net Assets10.58B
American Funds American Balanced R6
Price$38.39
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
FIKZX vs RLBGX Comparison Chart in %
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FIKZX vs. RLBGX 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 270B vs. FIKZX (10.6B). FIKZX pays higher dividends than RLBGX: FIKZX (2.40) vs RLBGX (2.18). FIKZX was incepted earlier than RLBGX: FIKZX (7 years) vs RLBGX (17 years). FIKZX (0.48) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. FIKZX (25.00). 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 : 11.74 vs. FIKZX (10.54). RLBGX return over 5 years is better than : 37.59 vs. FIKZX (17.78).
| FIKZX | RLBGX | FIKZX / RLBGX | |
| Total Expense Ratio | 0.45 | 0.25 | 180% |
| Annual Report Gross Expense Ratio | 0.48 | 0.25 | 192% |
| Fund Existence | 7 years | 17 years | - |
| Gain YTD | 2.576 | 2.479 | 104% |
| 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 | 2.18 | 110% |
| Returns for 1 year | 10.54 | 11.74 | 90% |
| Returns for 3 years | 28.49 | 38.20 | 75% |
| Returns for 5 years | 17.78 | 37.59 | 47% |
| Returns for 10 years | N/A | 92.40 | - |
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