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FIQAX vs RLEFX
FIQAX vs RLEFX Comparison
Open Charts FIQAX vs RLEFX
Fidelity Advisor Asset Manager 60% Z
Price$17.92
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets4.85B
American Funds American Balanced R5E
Price$39.83
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
FIQAX vs RLEFX Comparison Chart in %
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FIQAX vs. RLEFX 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. FIQAX (4.85B). FIQAX (1.91) and RLEFX (1.86) 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 : 10.62 vs. RLEFX (9.49). RLEFX return over 5 years is better than : 40.25 vs. FIQAX (32.78).
| 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 | 15.320 | 16.793 | 91% |
| 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 | 1.86 | 103% |
| Returns for 1 year | 10.62 | 9.49 | 112% |
| Returns for 3 years | 35.62 | 40.99 | 87% |
| Returns for 5 years | 32.78 | 40.25 | 81% |
| Returns for 10 years | N/A | 76.50 | - |
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