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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$16.91
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.44B
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
FIQAX vs RLBAX Comparison Chart in %
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FIQAX vs. RLBAX commentary
Jul 27, 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 FIQAX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. FIQAX (4.44B). FIQAX pays higher dividends than RLBAX: FIQAX (2.05) vs RLBAX (1.18). FIQAX was incepted earlier than RLBAX: FIQAX (7 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FIQAX (0.57). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FIQAX (17.00). 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 : 11.70 vs. RLBAX (9.42). FIQAX return over 5 years is better than : 38.59 vs. RLBAX (35.28).
| FIQAX | RLBAX | FIQAX / RLBAX | |
| Total Expense Ratio | 0.57 | 1.31 | 44% |
| Annual Report Gross Expense Ratio | 0.57 | 1.31 | 44% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 9.308 | 8.565 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.44B | 254B | 2% |
| Annual Yield % from dividends | 2.05 | 1.18 | 174% |
| Returns for 1 year | 11.70 | 9.42 | 124% |
| Returns for 3 years | 31.36 | 32.14 | 98% |
| Returns for 5 years | 38.59 | 35.28 | 109% |
| Returns for 10 years | N/A | 58.06 | - |
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