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FRIFX vs RLBGX
FRIFX vs RLBGX Comparison
Open Charts FRIFX vs RLBGX
Fidelity Real Estate Income
Price$12.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.25B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
FRIFX vs RLBGX Comparison Chart in %
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FRIFX vs. RLBGX 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 FRIFX is a Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. FRIFX (5.25B). FRIFX pays higher dividends than RLBGX: FRIFX (4.53) vs RLBGX (2.15). FRIFX was incepted earlier than RLBGX: FRIFX (22 years) vs RLBGX (16 years). FRIFX (0.67) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. FRIFX (24.00). FRIFX has a lower initial minimum investment than RLBGX: FRIFX (0) vs RLBGX (250). FRIFX annual gain was more profitable for investors over the last year : 9.16 vs. RLBGX (8.24). RLBGX return over 5 years is better than : 43.50 vs. FRIFX (38.07).
| FRIFX | RLBGX | FRIFX / RLBGX | |
| Total Expense Ratio | 0.67 | 0.25 | 268% |
| Annual Report Gross Expense Ratio | 0.67 | 0.25 | 268% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 3.964 | 8.259 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.25B | 252B | 2% |
| Annual Yield % from dividends | 4.53 | 2.15 | 211% |
| Returns for 1 year | 9.16 | 8.24 | 111% |
| Returns for 3 years | 15.88 | 36.31 | 44% |
| Returns for 5 years | 38.07 | 43.50 | 88% |
| Returns for 10 years | 59.24 | 68.54 | 86% |
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