Interact to see
Advertisement
Advertisement
FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$16.21
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets4.3B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
FIQAX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIQAX vs. RLBAX commentary
Jun 14, 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: 247B vs. FIQAX (4.3B). FIQAX pays higher dividends than RLBAX: FIQAX (2.13) vs RLBAX (1.23). 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 : 8.21 vs. RLBAX (4.45). FIQAX return over 5 years is better than : 40.31 vs. RLBAX (34.05).
| 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 | 5.688 | 4.085 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.3B | 247B | 2% |
| Annual Yield % from dividends | 2.13 | 1.23 | 173% |
| Returns for 1 year | 8.21 | 4.45 | 185% |
| Returns for 3 years | 31.51 | 30.02 | 105% |
| Returns for 5 years | 40.31 | 34.05 | 118% |
| Returns for 10 years | N/A | 51.23 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VGREX | 6.92 | -0.06 | -0.86% |
| VALIC Company I Global Real Estate | |||
| EITVX | 40.24 | -0.42 | -1.03% |
| Eaton Vance Tx-Mgd Value I | |||
| SSSYX | 448.65 | -5.04 | -1.11% |
| State Street Equity 500 Index K | |||
| MBCNX | 15.98 | -0.20 | -1.24% |
| MassMutual Blue Chip Growth R3 | |||
| PZVSX | 12.23 | -0.35 | -2.78% |
| Pzena Small Cap Value Investor | |||