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FBAKX vs RLBBX
FBAKX vs RLBBX Comparison
Open Charts FBAKX vs RLBBX
Fidelity Balanced K
Price$31.76
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets61.25B
American Funds American Balanced R2
Price$38.44
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
FBAKX vs RLBBX Comparison Chart in %
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FBAKX vs. RLBBX commentary
Nov 20, 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 RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. FBAKX (61.3B). FBAKX pays higher dividends than RLBBX: FBAKX (1.71) vs RLBBX (1.09). FBAKX was incepted earlier than RLBBX: FBAKX (18 years) vs RLBBX (24 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 (41.00). FBAKX has a lower initial minimum investment than RLBBX: FBAKX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 8.15 vs. FBAKX (7.17). RLBBX return over 5 years is better than : 34.47 vs. FBAKX (26.38).
| FBAKX | RLBBX | FBAKX / RLBBX | |
| Total Expense Ratio | 0.39 | 1.32 | 30% |
| Annual Report Gross Expense Ratio | 0.39 | 1.32 | 30% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 8.979 | 13.290 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.3B | 263B | 23% |
| Annual Yield % from dividends | 1.71 | 1.09 | 157% |
| Returns for 1 year | 7.17 | 8.15 | 88% |
| Returns for 3 years | 43.07 | 38.09 | 113% |
| Returns for 5 years | 26.38 | 34.47 | 77% |
| Returns for 10 years | 65.87 | 63.47 | 104% |
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