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FBAKX vs RLBAX
FBAKX vs RLBAX Comparison
Open Charts FBAKX vs RLBAX
Fidelity Balanced K
Price$30.07
Change-$0.33 (-1.09%)
VolumeN/A
Net Assets57.8B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FBAKX vs RLBAX Comparison Chart
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FBAKX vs. RLBAX commentary
Feb 23, 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 FBAKX is a Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. FBAKX (57.8B). FBAKX (1.63) and RLBAX (1.59) have matching dividends . FBAKX was incepted earlier than RLBAX: FBAKX (17 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FBAKX (29.00). FBAKX has a lower initial minimum investment than RLBAX: FBAKX (0) vs RLBAX (250). FBAKX annual gain was more profitable for investors over the last year : 9.14 vs. RLBAX (8.36). FBAKX (26.93) and RLBAX (26.04) have equivalent 5 years return.
| FBAKX | RLBAX | FBAKX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 1.725 | 2.764 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8B | 242B | 24% |
| Annual Yield % from dividends | 1.63 | 1.59 | 102% |
| Returns for 1 year | 9.14 | 8.36 | 109% |
| Returns for 3 years | 13.04 | 15.63 | 83% |
| Returns for 5 years | 26.93 | 26.04 | 103% |
| Returns for 10 years | 43.78 | 46.53 | 94% |