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FIQAX vs RLEFX
FIQAX vs RLEFX Comparison
Open Charts FIQAX vs RLEFX
Fidelity Advisor Asset Manager 60% Z
Price$17.19
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets4.55B
American Funds American Balanced R5E
Price$37.78
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets259.11B
FIQAX vs RLEFX Comparison Chart in %
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FIQAX vs. RLEFX commentary
Sep 08, 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: 259B vs. FIQAX (4.55B). FIQAX (2.00) and RLEFX (1.97) 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 : 11.16 vs. RLEFX (10.18). RLEFX return over 5 years is better than : 40.88 vs. FIQAX (37.01).
| 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 | 11.377 | 11.511 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 259B | 2% |
| Annual Yield % from dividends | 2.00 | 1.97 | 101% |
| Returns for 1 year | 11.16 | 10.18 | 110% |
| Returns for 3 years | 35.62 | 40.55 | 88% |
| Returns for 5 years | 37.01 | 40.88 | 91% |
| Returns for 10 years | N/A | N/A | - |
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