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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$17.65
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.68B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
FIQAX vs RLBAX Comparison Chart in %
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FIQAX vs. RLBAX commentary
Oct 19, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. FIQAX (4.68B). FIQAX pays higher dividends than RLBAX: FIQAX (1.94) vs RLBAX (1.10). 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 : 10.93 vs. RLBAX (7.84). FIQAX (37.94) and RLBAX (37.69) have equivalent 5 years return.
| 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 | 14.092 | 13.947 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.68B | 265B | 2% |
| Annual Yield % from dividends | 1.94 | 1.10 | 176% |
| Returns for 1 year | 10.93 | 7.84 | 139% |
| Returns for 3 years | 45.25 | 47.39 | 95% |
| Returns for 5 years | 37.94 | 37.69 | 101% |
| Returns for 10 years | N/A | 67.66 | - |
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