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FIKZX vs RLEFX
FIKZX vs RLEFX Comparison
Open Charts FIKZX vs RLEFX
Fidelity Advisor Asset Manager 50% Z
Price$22.87
Change-$0.17 (-0.74%)
VolumeN/A
Net Assets10.09B
American Funds American Balanced R5E
Price$39.71
Change-$0.50 (-1.24%)
VolumeN/A
Net Assets269.37B
FIKZX vs RLEFX Comparison Chart in %
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FIKZX vs. RLEFX commentary
Dec 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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. FIKZX (10.1B). FIKZX pays higher dividends than RLEFX: FIKZX (2.28) vs RLEFX (1.86). FIKZX was incepted earlier than RLEFX: FIKZX (7 years) vs RLEFX (10 years). FIKZX (0.48) 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). RLEFX annual gain was more profitable for investors over the last year : 10.83 vs. FIKZX (9.71). RLEFX return over 5 years is better than : 41.91 vs. FIKZX (23.86).
| FIKZX | RLEFX | FIKZX / RLEFX | |
| Total Expense Ratio | 0.45 | 0.39 | 115% |
| Annual Report Gross Expense Ratio | 0.48 | 0.39 | 123% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 14.816 | 18.443 | 80% |
| 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 | 2.28 | 1.86 | 123% |
| Returns for 1 year | 9.71 | 10.83 | 90% |
| Returns for 3 years | 30.75 | 44.58 | 69% |
| Returns for 5 years | 23.86 | 41.91 | 57% |
| Returns for 10 years | N/A | 82.85 | - |
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