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FIKZX vs RLEFX
FIKZX vs RLEFX Comparison
Open Charts FIKZX vs RLEFX
Fidelity Advisor Asset Manager 50% Z
Price$22.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.97B
American Funds American Balanced R5E
Price$38.98
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
FIKZX vs RLEFX Comparison Chart in %
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FIKZX vs. RLEFX commentary
Oct 21, 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. FIKZX (9.97B). FIKZX pays higher dividends than RLEFX: FIKZX (2.29) vs RLEFX (1.92). FIKZX was incepted earlier than RLEFX: FIKZX (7 years) vs RLEFX (10 years). FIKZX (0.47) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. FIKZX (12.00). FIKZX has a lower initial minimum investment than RLEFX: FIKZX (0) vs RLEFX (250). FIKZX annual gain was more profitable for investors over the last year : 9.48 vs. RLEFX (8.94). RLEFX return over 5 years is better than : 43.26 vs. FIKZX (27.64).
| FIKZX | RLEFX | FIKZX / RLEFX | |
| Total Expense Ratio | 0.47 | 0.39 | 121% |
| Annual Report Gross Expense Ratio | 0.47 | 0.39 | 121% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 12.771 | 14.819 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.97B | 266B | 4% |
| Annual Yield % from dividends | 2.29 | 1.92 | 119% |
| Returns for 1 year | 9.48 | 8.94 | 106% |
| Returns for 3 years | 36.11 | 51.39 | 70% |
| Returns for 5 years | 27.64 | 43.26 | 64% |
| Returns for 10 years | N/A | N/A | - |
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