Interact to see
Advertisement
Advertisement
FIKZX vs RLEFX
FIKZX vs RLEFX Comparison
Open Charts FIKZX vs RLEFX
Fidelity Advisor Asset Manager 50% Z
Price$22.73
Change-$0.22 (-0.96%)
VolumeN/A
Net Assets10.08B
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
FIKZX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIKZX vs. RLEFX commentary
Nov 14, 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: 269B vs. FIKZX (10.1B). FIKZX pays higher dividends than RLEFX: FIKZX (2.29) vs RLEFX (1.89). 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 : 11.55 vs. RLEFX (8.96). RLEFX return over 5 years is better than : 40.71 vs. FIKZX (26.79).
| 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 | 14.517 | 14.996 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 269B | 4% |
| Annual Yield % from dividends | 2.29 | 1.89 | 121% |
| Returns for 1 year | 11.55 | 8.96 | 129% |
| Returns for 3 years | 32.72 | 43.39 | 75% |
| Returns for 5 years | 26.79 | 40.71 | 66% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement