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FBAKX vs RLBBX
FBAKX vs RLBBX Comparison
Open Charts FBAKX vs RLBBX
Fidelity Balanced K
Price$31.40
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets57.46B
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
FBAKX vs RLBBX Comparison Chart in %
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FBAKX vs. RLBBX commentary
Jul 26, 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 Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 254B vs. FBAKX (57.5B). FBAKX pays higher dividends than RLBBX: FBAKX (1.74) vs RLBBX (1.17). FBAKX was incepted earlier than RLBBX: FBAKX (17 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than FBAKX (0.39). RLBBX is a more actively managed with annual turnover of: 44.00 vs. FBAKX (24.00). FBAKX has a lower initial minimum investment than RLBBX: FBAKX (0) vs RLBBX (250). RLBBX (9.41) and FBAKX (9.36) have marching annual gain over last year. RLBBX return over 5 years is better than : 35.33 vs. FBAKX (31.31).
| FBAKX | RLBBX | FBAKX / RLBBX | |
| Total Expense Ratio | 0.39 | 1.32 | 30% |
| Annual Report Gross Expense Ratio | 0.39 | 1.32 | 30% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 6.903 | 8.557 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.5B | 254B | 23% |
| Annual Yield % from dividends | 1.74 | 1.17 | 148% |
| Returns for 1 year | 9.36 | 9.41 | 99% |
| Returns for 3 years | 29.97 | 32.13 | 93% |
| Returns for 5 years | 31.31 | 35.33 | 89% |
| Returns for 10 years | 52.34 | 58.04 | 90% |