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FIKZX vs RLEFX
FIKZX vs RLEFX Comparison
Open Charts FIKZX vs RLEFX
Fidelity Advisor Asset Manager 50% Z
Price$22.06
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets9.62B
American Funds American Balanced R5E
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
FIKZX vs RLEFX Comparison Chart in %
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FIKZX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. FIKZX (9.62B). FIKZX pays higher dividends than RLEFX: FIKZX (2.39) vs RLEFX (2.00). 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 : 8.99 vs. RLEFX (8.15). RLEFX return over 5 years is better than : 39.18 vs. FIKZX (26.52).
| 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 | 9.456 | 9.867 | 96% |
| 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 | 2.00 | 119% |
| Returns for 1 year | 8.99 | 8.15 | 110% |
| Returns for 3 years | 19.40 | 30.19 | 64% |
| Returns for 5 years | 26.52 | 39.18 | 68% |
| Returns for 10 years | N/A | N/A | - |
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