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FBAKX vs RLBAX
FBAKX vs RLBAX Comparison
Open Charts FBAKX vs RLBAX
Fidelity Balanced K
Price$29.97
Change-$0.31 (-1.02%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.78
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
FBAKX vs RLBAX Comparison Chart
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FBAKX vs. RLBAX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. FBAKX (56.4B). FBAKX (1.63) and RLBAX (1.59) have matching dividends . FBAKX was incepted earlier than RLBAX: FBAKX (17 years) vs RLBAX (22 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). RLBAX annual gain was more profitable for investors over the last year : 19.99 vs. FBAKX (18.46). FBAKX (31.94) and RLBAX (30.92) 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 | 22 years | - |
| Gain YTD | 12.853 | 13.297 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4B | 236B | 24% |
| Annual Yield % from dividends | 1.63 | 1.59 | 102% |
| Returns for 1 year | 18.46 | 19.99 | 92% |
| Returns for 3 years | 2.39 | 8.70 | 27% |
| Returns for 5 years | 31.94 | 30.92 | 103% |
| Returns for 10 years | 44.17 | 44.74 | 99% |