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FIQAX vs RLEFX
FIQAX vs RLEFX Comparison
Open Charts FIQAX vs RLEFX
Fidelity Advisor Asset Manager 60% Z
Price$16.21
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets4.3B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
FIQAX vs RLEFX Comparison Chart
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FIQAX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 247B vs. FIQAX (4.3B). FIQAX (2.13) and RLEFX (2.09) 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 : 8.21 vs. RLEFX (5.49). FIQAX (40.31) and RLEFX (39.46) have equivalent 5 years return.
| 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 | 5.688 | 4.524 | 126% |
| 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 | 2.09 | 102% |
| Returns for 1 year | 8.21 | 5.49 | 150% |
| Returns for 3 years | 31.51 | 33.28 | 95% |
| Returns for 5 years | 40.31 | 39.46 | 102% |
| Returns for 10 years | N/A | N/A | - |
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