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FRIFX vs RLBGX
FRIFX vs RLBGX Comparison
Open Charts FRIFX vs RLBGX
Fidelity Real Estate Income
Price$12.18
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets5.12B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
FRIFX vs RLBGX Comparison Chart
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FRIFX vs. RLBGX commentary
Jun 15, 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: 244B vs. FRIFX (5.12B). FRIFX pays higher dividends than RLBGX: FRIFX (4.58) vs RLBGX (2.23). 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 : 8.65 vs. RLBGX (5.63). RLBGX return over 5 years is better than : 40.35 vs. FRIFX (37.21).
| 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 | 3.034 | 4.592 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 244B | 2% |
| Annual Yield % from dividends | 4.58 | 2.23 | 205% |
| Returns for 1 year | 8.65 | 5.63 | 153% |
| Returns for 3 years | 16.97 | 33.78 | 50% |
| Returns for 5 years | 37.21 | 40.35 | 92% |
| Returns for 10 years | 57.68 | 60.87 | 95% |
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