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FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$30.02
Change-$0.24 (-0.79%)
VolumeN/A
Net Assets55.5B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
FBALX vs RLBAX Comparison Chart
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FBALX vs. RLBAX commentary
Jun 15, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. FBALX (55.5B). FBALX pays higher dividends than RLBAX: FBALX (1.76) vs RLBAX (1.23). FBALX was incepted earlier than RLBAX: FBALX (39 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FBALX (0.47). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than RLBAX: FBALX (0) vs RLBAX (250). RLBAX (4.45) and FBALX (4.44) have marching annual gain over last year. RLBAX (34.05) and FBALX (32.80) have equivalent 5 years return.
| FBALX | RLBAX | FBALX / RLBAX | |
| Total Expense Ratio | 0.47 | 1.31 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.31 | 36% |
| Fund Existence | 39 years | 23 years | - |
| Gain YTD | 2.832 | 4.085 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5B | 244B | 23% |
| Annual Yield % from dividends | 1.76 | 1.23 | 143% |
| Returns for 1 year | 4.44 | 4.45 | 100% |
| Returns for 3 years | 30.52 | 30.02 | 102% |
| Returns for 5 years | 32.80 | 34.05 | 96% |
| Returns for 10 years | 43.91 | 51.23 | 86% |
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