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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$17.36
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.09B
American Funds American Balanced R1
Price$37.96
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
FIQAX vs RLBAX Comparison Chart in %
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FIQAX vs. RLBAX commentary
Jan 15, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. FIQAX (5.09B). FIQAX pays higher dividends than RLBAX: FIQAX (2.13) vs RLBAX (1.25). 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 (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 : 15.48 vs. RLBAX (13.33). RLBAX return over 5 years is better than : 32.37 vs. FIQAX (28.47).
| 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 | 1.995 | 2.290 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.09B | 270B | 2% |
| Annual Yield % from dividends | 2.13 | 1.25 | 171% |
| Returns for 1 year | 15.48 | 13.33 | 116% |
| Returns for 3 years | 36.44 | 34.62 | 105% |
| Returns for 5 years | 28.47 | 32.37 | 88% |
| Returns for 10 years | N/A | 80.23 | - |
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