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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$17.52
Change-$0.16 (-0.90%)
VolumeN/A
Net Assets5.24B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
FIQAX vs RLBAX Comparison Chart in %
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FIQAX vs. RLBAX commentary
Feb 05, 2026
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 FIQAX is a Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. FIQAX (5.24B). FIQAX pays higher dividends than RLBAX: FIQAX (2.08) vs RLBAX (1.22). FIQAX was incepted earlier than RLBAX: FIQAX (7 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than FIQAX (0.58). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FIQAX (29.00). FIQAX has a lower initial minimum investment than RLBAX: FIQAX (0) vs RLBAX (250). FIQAX annual gain was more profitable for investors over the last year : 13.87 vs. RLBAX (10.45). RLBAX return over 5 years is better than : 31.35 vs. FIQAX (27.76).
| FIQAX | RLBAX | FIQAX / RLBAX | |
| Total Expense Ratio | 0.55 | 1.31 | 42% |
| Annual Report Gross Expense Ratio | 0.58 | 1.31 | 44% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 2.993 | 2.371 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.24B | 270B | 2% |
| Annual Yield % from dividends | 2.08 | 1.22 | 171% |
| Returns for 1 year | 13.87 | 10.45 | 133% |
| Returns for 3 years | 35.28 | 33.63 | 105% |
| Returns for 5 years | 27.76 | 31.35 | 89% |
| Returns for 10 years | N/A | 79.34 | - |
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