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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$17.92
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets4.85B
American Funds American Balanced R1
Price$39.42
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
FIQAX vs RLBAX Comparison Chart in %
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FIQAX vs. RLBAX commentary
Dec 04, 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 Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. FIQAX (4.85B). FIQAX pays higher dividends than RLBAX: FIQAX (1.91) vs RLBAX (1.07). FIQAX was incepted earlier than RLBAX: FIQAX (7 years) vs RLBAX (24 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 : 10.62 vs. RLBAX (8.44). RLBAX return over 5 years is better than : 34.78 vs. FIQAX (32.78).
| 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 | 24 years | - |
| Gain YTD | 15.320 | 15.776 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.85B | 269B | 2% |
| Annual Yield % from dividends | 1.91 | 1.07 | 179% |
| Returns for 1 year | 10.62 | 8.44 | 126% |
| Returns for 3 years | 35.62 | 37.26 | 96% |
| Returns for 5 years | 32.78 | 34.78 | 94% |
| Returns for 10 years | N/A | 66.67 | - |
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