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FIKZX vs RLEFX
FIKZX vs RLEFX Comparison
Open Charts FIKZX vs RLEFX
Fidelity Advisor Asset Manager 50% Z
Price$21.83
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets9.63B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
FIKZX vs RLEFX Comparison Chart in %
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FIKZX vs. RLEFX commentary
Jul 28, 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: 254B vs. FIKZX (9.63B). FIKZX pays higher dividends than RLEFX: FIKZX (2.35) vs RLEFX (2.01). 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). RLEFX (10.46) and FIKZX (10.09) have marching annual gain over last year. RLEFX return over 5 years is better than : 40.77 vs. FIKZX (27.71).
| 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 | 8.315 | 9.133 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.63B | 254B | 4% |
| Annual Yield % from dividends | 2.35 | 2.01 | 117% |
| Returns for 1 year | 10.09 | 10.46 | 96% |
| Returns for 3 years | 23.80 | 35.42 | 67% |
| Returns for 5 years | 27.71 | 40.77 | 68% |
| Returns for 10 years | N/A | N/A | - |
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