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FBAKX vs RLBAX
FBAKX vs RLBAX Comparison
Open Charts FBAKX vs RLBAX
Fidelity Balanced K
Price$29.39
Change-$0.35 (-1.18%)
VolumeN/A
Net Assets53.54B
American Funds American Balanced R1
Price$34.54
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
FBAKX vs RLBAX Comparison Chart
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FBAKX vs. RLBAX commentary
May 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 238B vs. FBAKX (53.5B). FBAKX pays higher dividends than RLBAX: FBAKX (1.89) vs RLBAX (1.28). FBAKX was incepted earlier than RLBAX: FBAKX (17 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 (24.00). 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 : 4.47 vs. RLBAX (3.94). FBAKX (34.90) and RLBAX (33.77) have equivalent 5 years return.
| FBAKX | RLBAX | FBAKX / RLBAX | |
| Total Expense Ratio | 0.39 | 1.31 | 30% |
| Annual Report Gross Expense Ratio | 0.39 | 1.31 | 30% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 1.080 | 1.685 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.5B | 238B | 22% |
| Annual Yield % from dividends | 1.89 | 1.28 | 148% |
| Returns for 1 year | 4.47 | 3.94 | 113% |
| Returns for 3 years | 23.06 | 20.37 | 113% |
| Returns for 5 years | 34.90 | 33.77 | 103% |
| Returns for 10 years | 41.42 | 46.09 | 90% |
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