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FIKZX vs RLBGX
FIKZX vs RLBGX Comparison
Open Charts FIKZX vs RLBGX
Fidelity Advisor Asset Manager 50% Z
Price$21.17
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
FIKZX vs RLBGX Comparison Chart
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FIKZX vs. RLBGX commentary
Jun 16, 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: 244B vs. FIKZX (9.42B). FIKZX pays higher dividends than RLBGX: FIKZX (2.43) vs RLBGX (2.23). 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 : 6.34 vs. RLBGX (5.63). RLBGX return over 5 years is better than : 40.35 vs. FIKZX (27.84).
| 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 | 4.337 | 4.592 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 244B | 4% |
| Annual Yield % from dividends | 2.43 | 2.23 | 109% |
| Returns for 1 year | 6.34 | 5.63 | 113% |
| Returns for 3 years | 23.33 | 33.78 | 69% |
| Returns for 5 years | 27.84 | 40.35 | 69% |
| Returns for 10 years | N/A | 60.87 | - |
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