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FIQAX vs RLEFX
FIQAX vs RLEFX Comparison
Open Charts FIQAX vs RLEFX
Fidelity Advisor Asset Manager 60% Z
Price$17.65
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.68B
American Funds American Balanced R5E
Price$38.98
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
FIQAX vs RLEFX Comparison Chart in %
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FIQAX vs. RLEFX commentary
Oct 19, 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 265B vs. FIQAX (4.68B). FIQAX (1.94) and RLEFX (1.92) have matching dividends . FIQAX was incepted earlier than RLEFX: FIQAX (7 years) vs RLEFX (10 years). FIQAX (0.57) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. FIQAX (17.00). FIQAX has a lower initial minimum investment than RLEFX: FIQAX (0) vs RLEFX (250). FIQAX annual gain was more profitable for investors over the last year : 10.93 vs. RLEFX (8.94). RLEFX return over 5 years is better than : 43.26 vs. FIQAX (37.94).
| FIQAX | RLEFX | FIQAX / RLEFX | |
| Total Expense Ratio | 0.57 | 0.39 | 146% |
| Annual Report Gross Expense Ratio | 0.57 | 0.39 | 146% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 14.092 | 14.819 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.68B | 265B | 2% |
| Annual Yield % from dividends | 1.94 | 1.92 | 101% |
| Returns for 1 year | 10.93 | 8.94 | 122% |
| Returns for 3 years | 45.25 | 51.39 | 88% |
| Returns for 5 years | 37.94 | 43.26 | 88% |
| Returns for 10 years | N/A | N/A | - |
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