Ad is loading...
FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$30.06
Change-$0.34 (-1.12%)
VolumeN/A
Net Assets57.8B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FBALX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBALX vs. RLBAX commentary
Feb 23, 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 FBALX is a Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. FBALX (57.8B). RLBAX (1.59) and FBALX (1.56) have matching dividends . FBALX was incepted earlier than RLBAX: FBALX (38 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FBALX (29.00). FBALX has a lower initial minimum investment than RLBAX: FBALX (0) vs RLBAX (250). FBALX annual gain was more profitable for investors over the last year : 9.03 vs. RLBAX (8.36). FBALX (26.47) and RLBAX (26.04) have equivalent 5 years return.
| FBALX | RLBAX | FBALX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 1.691 | 2.764 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8B | 242B | 24% |
| Annual Yield % from dividends | 1.56 | 1.59 | 98% |
| Returns for 1 year | 9.03 | 8.36 | 108% |
| Returns for 3 years | 12.77 | 15.63 | 82% |
| Returns for 5 years | 26.47 | 26.04 | 102% |
| Returns for 10 years | 42.59 | 46.53 | 92% |