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FBAKX vs RLBAX
FBAKX vs RLBAX Comparison
Open Charts FBAKX vs RLBAX
Fidelity Balanced K
Price$31.76
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets61.25B
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
FBAKX vs RLBAX Comparison Chart in %
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FBAKX vs. RLBAX commentary
Nov 20, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. FBAKX (61.3B). FBAKX pays higher dividends than RLBAX: FBAKX (1.71) vs RLBAX (1.08). FBAKX was incepted earlier than RLBAX: FBAKX (18 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FBAKX (0.39). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FBAKX (41.00). FBAKX has a lower initial minimum investment than RLBAX: FBAKX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 8.15 vs. FBAKX (7.17). RLBAX return over 5 years is better than : 34.46 vs. FBAKX (26.38).
| FBAKX | RLBAX | FBAKX / RLBAX | |
| Total Expense Ratio | 0.39 | 1.31 | 30% |
| Annual Report Gross Expense Ratio | 0.39 | 1.31 | 30% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 8.979 | 13.298 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.3B | 263B | 23% |
| Annual Yield % from dividends | 1.71 | 1.08 | 158% |
| Returns for 1 year | 7.17 | 8.15 | 88% |
| Returns for 3 years | 43.07 | 38.05 | 113% |
| Returns for 5 years | 26.38 | 34.46 | 77% |
| Returns for 10 years | 65.87 | 63.50 | 104% |
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