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FBAKX vs RLBAX
FBAKX vs RLBAX Comparison
Open Charts FBAKX vs RLBAX
Fidelity Balanced K
Price$30.03
Change-$0.24 (-0.79%)
VolumeN/A
Net Assets55.5B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
FBAKX vs RLBAX Comparison Chart
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FBAKX vs. RLBAX commentary
Jun 14, 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: 247B vs. FBAKX (55.5B). FBAKX pays higher dividends than RLBAX: FBAKX (1.81) vs RLBAX (1.23). 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 (4.50) and RLBAX (4.45) have marching annual gain over last year. RLBAX (34.05) and FBAKX (33.32) 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 | 2.881 | 4.085 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5B | 247B | 22% |
| Annual Yield % from dividends | 1.81 | 1.23 | 147% |
| Returns for 1 year | 4.50 | 4.45 | 101% |
| Returns for 3 years | 30.79 | 30.02 | 103% |
| Returns for 5 years | 33.32 | 34.05 | 98% |
| Returns for 10 years | 45.10 | 51.23 | 88% |
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