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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$17.19
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets4.55B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
FIQAX vs RLBAX Comparison Chart in %
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FIQAX vs. RLBAX commentary
Sep 08, 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: 259B vs. FIQAX (4.55B). FIQAX pays higher dividends than RLBAX: FIQAX (2.00) vs RLBAX (1.15). 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 : 11.16 vs. RLBAX (9.12). FIQAX (37.01) and RLBAX (35.40) 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 | 11.377 | 10.805 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 259B | 2% |
| Annual Yield % from dividends | 2.00 | 1.15 | 173% |
| Returns for 1 year | 11.16 | 9.12 | 122% |
| Returns for 3 years | 35.62 | 37.15 | 96% |
| Returns for 5 years | 37.01 | 35.40 | 105% |
| Returns for 10 years | N/A | 67.71 | - |
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