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FIKZX vs RLEFX
FIKZX vs RLEFX Comparison
Open Charts FIKZX vs RLEFX
Fidelity Advisor Asset Manager 50% Z
Price$21.17
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
FIKZX vs RLEFX Comparison Chart
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FIKZX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. FIKZX (9.42B). FIKZX pays higher dividends than RLEFX: FIKZX (2.43) vs RLEFX (2.09). 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 : 6.34 vs. RLEFX (5.49). RLEFX return over 5 years is better than : 39.46 vs. FIKZX (27.84).
| 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 | 4.337 | 4.524 | 96% |
| 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 | 2.09 | 116% |
| Returns for 1 year | 6.34 | 5.49 | 116% |
| Returns for 3 years | 23.33 | 33.28 | 70% |
| Returns for 5 years | 27.84 | 39.46 | 71% |
| Returns for 10 years | N/A | N/A | - |
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