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FBAKX vs RLBAX
FBAKX vs RLBAX Comparison
Open Charts FBAKX vs RLBAX
Fidelity Balanced K
Price$28.13
Change-$0.87 (-3.00%)
VolumeN/A
Net Assets54.3B
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
FBAKX vs RLBAX Comparison Chart
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FBAKX vs. RLBAX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. FBAKX (54.3B). FBAKX pays higher dividends than RLBAX: FBAKX (1.85) vs RLBAX (1.27). FBAKX was incepted earlier than RLBAX: FBAKX (17 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FBAKX (0.39). RLBAX is a more actively managed with annual turnover of: 171.00 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 : 2.91 vs. RLBAX (0.57). FBAKX return over 5 years is better than : 52.57 vs. RLBAX (41.60).
| FBAKX | RLBAX | FBAKX / RLBAX | |
| Total Expense Ratio | 0.39 | 1.33 | 29% |
| Annual Report Gross Expense Ratio | 0.39 | 1.33 | 29% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -2.267 | -2.348 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.3B | 235B | 23% |
| Annual Yield % from dividends | 1.85 | 1.27 | 145% |
| Returns for 1 year | 2.91 | 0.57 | 512% |
| Returns for 3 years | 5.06 | 7.24 | 70% |
| Returns for 5 years | 52.57 | 41.60 | 126% |
| Returns for 10 years | 39.39 | 41.83 | 94% |
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