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FBAKX vs RLBBX
FBAKX vs RLBBX Comparison
Open Charts FBAKX vs RLBBX
Fidelity Balanced K
Price$30.03
Change-$0.24 (-0.79%)
VolumeN/A
Net Assets55.5B
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
FBAKX vs RLBBX Comparison Chart
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FBAKX vs. RLBBX 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 247B vs. FBAKX (55.5B). FBAKX pays higher dividends than RLBBX: FBAKX (1.81) vs RLBBX (1.23). 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). FBAKX (4.50) and RLBBX (4.47) have marching annual gain over last year. RLBBX (34.04) and FBAKX (33.32) have equivalent 5 years return.
| 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 | 2.881 | 4.082 | 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 | 4.47 | 101% |
| Returns for 3 years | 30.79 | 30.06 | 102% |
| Returns for 5 years | 33.32 | 34.04 | 98% |
| Returns for 10 years | 45.10 | 51.22 | 88% |
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