Interact to see
Advertisement
Advertisement
FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$16.74
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
FIQAX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIQAX vs. RLBAX commentary
Jul 07, 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: 252B vs. FIQAX (4.44B). FIQAX pays higher dividends than RLBAX: FIQAX (2.05) vs RLBAX (1.18). 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 : 9.59 vs. RLBAX (7.00). FIQAX return over 5 years is better than : 40.35 vs. RLBAX (37.04).
| 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 | 8.209 | 7.651 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.44B | 252B | 2% |
| Annual Yield % from dividends | 2.05 | 1.18 | 174% |
| Returns for 1 year | 9.59 | 7.00 | 137% |
| Returns for 3 years | 32.15 | 32.45 | 99% |
| Returns for 5 years | 40.35 | 37.04 | 109% |
| Returns for 10 years | N/A | 58.01 | - |
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 % |
| GISTX | 38.50 | 0.55 | +1.45% |
| Goldman Sachs Technology Opps Inv | |||
| MLNSX | 26.39 | 0.24 | +0.92% |
| Morgan Stanley Instl Glbl Concntr R6 | |||
| JVLAX | 25.63 | 0.21 | +0.83% |
| JHancock Disciplined Value A | |||
| JGQIX | 18.17 | 0.13 | +0.72% |
| Jensen Global Quality Growth I | |||
| GSBIX | 26.96 | 0.05 | +0.19% |
| Goldman Sachs Income Builder Instl | |||